Workflow AutomationPillar
W · Glossary
Workflow automation is using software to run steps in a workflow automatically: creating records, sending messages, routing tasks, updating statuses, generating documents. It connects multiple actions into a reliable sequence. The goal is to reduce manual handoffs and make outcomes consistent. Workflow automation is not about doing everything automatically. It is about removing the repetitive parts so humans can focus on the important bits: service, judgement, and relationships.
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