What is workflow automation?
A plain-English definition, with a real example from a small business.
Geoff BromilowAI systems developerUpdated 1 min readDefinition
Workflow automation uses software to complete repetitive, rule-based tasks — like sending reminders or copying data between systems — without a person doing each step.
At a glance
- Also called
- Process automation
- Good for
- Saving hours of admin
In plain English
If a task follows the same steps every time, a computer can probably do it for you.
An example
When a loan application comes in, an automated workflow checks the documents are attached, files them and emails the applicant the next steps.
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Questions people ask
Pick a task that happens often, follows clear rules and nobody enjoys. Enquiry follow-ups and data entry are common first wins.
Related terms
Geoff builds the AI systems, automations and integrations behind our projects — and explains them without the jargon.
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