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Types of Work Process Automation

Simple and powerful work process automation can increase productivity, accelerate execution and innovation, and keep your organization competitive in today’s ever-changing global economy. But with so many forms of automation, it can be hard to know where to get started and what might have the biggest impact for your teams.

Here’s a look at several different types of work process automation, and how they can support information workers at your company, ultimately boosting your bottom line.

Data Collection

Automated data collection not only saves information workers time, but also reduces the human error prevalent in manual data collection and data entry. By improving the accuracy of the data collected and capturing it in a structured format (such as a work execution platform), organizations can also minimize risk when managing information at scale.

Data collection can be automated using forms that can be easily created and accessed by any information worker via any device to collect error-free, consistent, and organized data — without the need for help from IT.

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Approvals and Confirmations

Eighty percent of respondents to the Automation in the Workplace report cited that automation can help them be more efficient at their jobs. One area that most companies can improve upon is their review and approval processes, which typically consist of multiple status and review meetings, and can be stalled while waiting for busy executives.

With the right work execution platform, automated approvals and confirmations can be delivered directly to decision makers, circumventing the need to coordinate stakeholders’ schedules or have approvals and document versions lost in lengthy email threads.

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Update Requests

Similar to approvals and confirmations, update requests can sometimes get buried in email inboxes. Automating update requests allows for a faster connection between requestor and task owner, so workers don’t need to physically chase down the status of a task.

When choosing a work execution platform, make sure that it empowers your team to create automation rules themselves — without help from IT — that will send requests out to collaborators. This way, tasks owners will be notified at designated times, which can foster improved workplace accountability.

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Alerts and Reminders

Automated alerts and reminders let teammates and stakeholders be automatically notified about specific changes made to a work execution platform through their preferred communication channel, such as Slack, Workplace by Facebook, Google’s Hangout Chat, Microsoft Teams, mobile push notifications, and email.

These must-have productivity features allow for teams to see alerts in real-time, whether they are being notified of a status change or reminded to complete critical tasks on time.

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Data Synchronization Across Systems

Syncing data across systems can be a real challenge for most organizations. So, what’s a solution to this common problem? Cross-platform interoperability, in which web-based tools and applications connect with other popular workplace technologies, helps teams increase productivity and execute faster.

By using a work execution platform that syncs with established tools, such as Jira, Salesforce, G Suite, and Microsoft 365, teams gain more by sharing and collaborating around the accurate data and key performance indicators (KPIs) across tools.   

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