Customer Relationship Automation Customer Service Software Tools AI Chatbots Tools Operations Workflow Automation Operations workflow automation example in HubSpot Image Source Operations is the lifeblood of any organization, and it, too, can be automated to reduce instances of manual data entry. Automated tasks in operations include: Deleting duplicates once they have been detected or merging two properties if they’re the same Managing team permissions for new team members Establishing priorities for different businesses processes.
Automatically compiling reports at the end of every quarter Creating tasks in third-party tools such as Asana, Slack, or Zoom Additional Reading Guide to Business Process Automation Ultimate Guide to Operations Hub Human Resources Workflow Automation Instead of having to manually enter all your new hires’ personal information — like addresses, social fax number list security numbers, and other employee information into payroll, expense, and insurance systems — HR automation software can do it for you in minutes. Automated tasks in human resources include: Removing candidates from the database if they’ve been inactive for a period of time Sending emails to candidates that haven’t made it to the final round Filtering candidates with certain keywords in their job history Sending W2s to current employees Collecting employees’ feedback after they’ve been at the company for a period of time.
Finance Workflow Automation Finance workflow automation exampleImage Source By allowing you to build forms, design workflows, and track processes, finance process automation software can streamline all of your travel requests, reimbursements, and budget approvals. Automated tasks in finance include: Taking an expense approval process from start to finish Managing vendor and contract approvals Assigning priorities to ACH and wire requests Managing travel expense requests depending on location and activity Approving budgets based on a predetermined set of parameters Now.