Enterprise Workflow Automation: Use cases and Benefits

Scheduling manually is time-consuming even when you’re using powerful calendar software. Someone still needs to click the buttons 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 in automated tasks entirely. When your scheduling or calendar software communicates directly with a conversational AI platform, your appointments will be scheduled correctly.

You can use automation tools 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 without data entry, with AI Assistants.

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, and redundant tasks.

If there are any recurring tasks you assign to your employees, automation solutions 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 new employees, resolving IT issues for employees or even assisting with broadcasts and personalized alerts on tasks, Aisera’s IT Service Management solution has you covered.

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 an automation process.

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 web pages.
• 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.

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Customers are also provided with 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.