Not every process needs immediate automation. These five signs help you choose a good first workflow.
1. The same information is entered repeatedly
When employees retype data from an email, spreadsheet or application into another system, it takes time and increases the risk of inconsistencies.
2. The process follows consistent steps
A process with clear rules, recurring checks and predictable follow-up actions is often suitable for a workflow.
3. Work regularly gets held up
When handovers depend on individual emails or reminders, automation can deliver the next step directly to the right person or application.
4. It’s difficult to see the status
A managed workflow records executions and results centrally. This makes it easier to identify where attention is needed.
5. Growth mainly creates more administration
If more customers, employees or requests mainly mean more manual work, automation can help make the process scalable.