What it means
A workflow is a sequence of steps: a request is submitted, checked, approved and completed. Workflow automation makes software handle the handoffs: assigning tasks, sending reminders, moving data between systems and recording what happened.
Tools range from no-code platforms such as Zapier, Make and n8n to custom workflows built into business apps. AI can add steps that read and classify messy inputs.
Why it matters for a business
Handoffs are where work gets stuck: waiting in inboxes, forgotten or passed to the wrong person. Automating them speeds up processes and gives everyone a clear view of status.
A business example
Things to watch
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Map exceptions, not just the happy path.
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Give every step a clear owner.
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Add reminders and escalations for delays.
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Monitor for failed or stuck workflows.