4 Key Areas Best Supported by Workflow Automation

4 Key Areas Best Supported by Workflow Automation

Workflow automation has become a popular trend among corporate teams, even in small businesses. Automating workflows optimizes performance, saves time, reduces error involving manual processes, and increases efficiency, which ultimately leads to better business process management with greater outcomes.

If you’re not familiar with workflow automation, it’s essentially the process of automating manual tasks that don’t require direct human intervention to complete. For example, say your sales reps need to call prospects four days after their initial contact.

Instead of having your reps manually schedule those follow-up calls, pre-built business rules in cloud-based workflow tools can automate the scheduling of those calls directly into their calendar once the rep tells the system they’ve made that first contact.

When you start creating workflows to automate aspects of your team’s workflow, your employees will spend less time on repetitive, monotonous and mundane tasks, and will have more time to complete important work. Where should you start? Which tasks should be automated? The answer depends on your priorities.

Automating workflows can help you gain significant improvements in your business, but it’s critical to automate the right tasks.
Here’s a list of the 4 key areas that are best supported by an enterprise workflow automation software.

1. Scheduling

Scheduling manually is time-consuming even when you’re using powerful calendar software. Someone still needs to click the buttons and enter all the right information and verify that the correct date and time have been selected. One small oversight can create costly scheduling errors. For instance, misreading the date in an email or accidentally scheduling something in the wrong month.

Making these kinds of mistakes within digital software is easier than you think. However, automation removes this room for error entirely. When your scheduling or calendar software communicates directly with a Conversational AI solution, your appointments will be scheduled correctly.

You can use automation to schedule the following things into your business calendar:

  • Important tasks
  • Client meetings
  • Employee meetings
  • Conferences and trade shows
  • Conference calls
  • Customer appointments
  • Sales calls
  • Equipment maintenance tasks

Miscellaneous tasks like restocking the fridge and cleaning the office
As you can see, there are plenty of things you can automatically schedule. If something needs to be entered into your calendar, chances are, there’s a way to automate that entry with AI Virtual Assistants.

2. Social media posting

Nobody truly has time to spend manually posting to social media. If your employees are spending time posting to social media, they’re wasting payroll dollars. Even spending just one hour per day posting to social media is 20 hours per month per employee.

When you automate your social media posting tasks, you’ll free up a bunch of time that your employees can use doing more important work. You have tasks that will make a bigger impact on your business, and that’s where your payroll dollars are better spent.

You’ll still need to spend time creating your social media content, but you can use software to automate the posting process by scheduling posts in advance. If you’ve never taken the time to post daily messages to social media, you may not realize how much time is involved. It’s pretty significant. Automating this aspect of your employees’ workflow will cut down on a significant source of cumbersome, repetitive tasks.

3. Assigning recurring tasks

If there are any recurring tasks you assign to your employees, automation will make the process easier. Each time you have to manually assign tasks, it takes up valuable time. It may not seem like much at the moment, but it will add up over the months and years you’re in business.

If you want to elevate the employee experience at your organization and leverage AI and automation for scheduling recurring tasks related to onboarding of new employees, resolving IT issues for employees or even assisting with broadcasts and personalized alerts on tasks, Aisera’s AI Service Management solution has you covered.

4. Tagging email marketing leads (also called ‘segmenting’)

Segmenting your email marketing leads with tags allows you to more effectively market to smaller segments of your audience. This task is cumbersome when executed manually, but thankfully, it can be completed through automation.

Automate lead tagging with a CRM

A CRM is a powerful tool that helps you manage customer relationships throughout the entire buyer’s journey. A good CRM like Salesforce will integrate with your email marketing system to automatically tag your leads. Tagging leads into predefined segments tells you which smaller target groups they belong to and where you acquired each lead. Tagging leads also helps your sales team keep track of their process.

You might be wondering how you can automatically tag leads based on their origin. How will your system know where someone came from? There are two ways to track the origin of your leads.

  • Use a web form drop-down option. You can require leads to tell you where they found you by choosing a selection from a drop-down menu on your web forms. With this method, you’ll program your email marketing system to apply a specific tag for each possible answer. This works great for leads that come from search engines and other webpages.
  • Use unique landing pages for each source of traffic (when possible). Sometimes your web forms will only generate traffic from one specific source, like with PPC ads. If you’re following marketing basics, your PPC landing pages should be unique to each campaign and not indexed in the search engines. For web forms on these landing pages, users won’t need to select anything – you can program each web form to apply a tag automatically to everyone who fills out the form.

Our solution for Salesforce Service Cloud customers delivers a top-tier performance with Aisera’s AI Customer Service Solution for Salesforce. Seamlessly integrate cases, knowledge base, and the community with support for multiple channels, including Live Chat handoff all on Salesforce Service Cloud. Customers are also provided with a proactive and personalized Virtual Assistant and Agent-Assist capabilities like case resolution recommendations, next-best actions, and case auto-classification to get the best service experiences. Improve customer experiences and drastically reduce agent workload with Aisera’s AI Customer Service.

Automate your workflows with Aisera

Are you ready to implement workflow automation in your business? If so, automation is getting smarter and now you can automate workflows using artificial intelligence (AI). Although standard workflow automation is helpful, AI brings automation to a whole new level.

With AI, you can automate even more processes than with standard automation. For instance, our AI-powered virtual assistant solution will automate your customer interactions in real-time. By automating key parts of the customer service process, you’ll increase employee efficiency and customer satisfaction at the same time.

If you’re ready to elevate your business to the next level using AI-powered automation, request a demo to learn more about how our services can benefit your business.

Additional Resources