How to Effectively Automate Your Workflow?

You might have already read our previous blog posts about workflow automation

To give you a brief description of workflow automation, it involves the automation and simplification of the tasks, activities, and processes that make up a workflow.

But how does workflow automation actually work? 

Which type of workflow automation is best suited for your business? 

You’re surely eager to learn more about workflow automation, and that’s why you’re here.

So, let’s give you a quick introduction to the various types of workflow automation and how they can be practically applied, so you can make a real difference.

Common Types of Workflow Automation

Business Process Automation/IT Process Automation (ITPA)

Business Process Automation, also known as IT process automation, utilises technology to automate complex business processes and convert them into workflows. 

This not only saves costs and time but also eliminates the need for manual management.

Business process workflow automation plays a significant role in streamlining business operations, especially for tasks that are predictable and repetitive. 

In this automated workflow, the path for each item is clearly defined right from the beginning, enabling efficient handling of numerous items within the workflow.

The best part is, you have the freedom to determine how you want your business processes to function and automate them to save valuable time. 

Now, let’s address the impact of workflow automation on sales. 

Will it increase your sales?


When all aspects of your business are streamlined, you’ll be able to serve your customers in real time, resulting in enhanced sales opportunities. 

Robotic Workflow Automation (RWA)

Robotic Workflow Automation (RWA) is a technology that combines Robotic Processes with the capabilities of managing workflows.

RWA focuses on automating and improving business workflows by utilizing AI and robots, often known as “bots,” to perform repetitive tasks.

Indeed, Business process automation can be used in conjunction with RWA.

RPA has the potential to greatly enhance the gains obtained from a conventional BPM system.

Robotic Workflow Automation is truly amazing as it can take over tasks typically done by humans and seamlessly interact with applications and systems to process data.

What sets RWA apart from other workflow automation methods is its remarkable ability to autonomously handle the entire workflow, from start to finish, without needing any human involvement.

Quick and Easy Steps to start automating your workflows.

Step 1: Identify the workflow or process you want to automate.

Having a well-defined plan with a clear objective yields the best results.

Avoid the frustration of going back and forth by ensuring a smooth automation process for your workflow.

Take a moment to consider your goals for this particular workflow.

Think about what you aim to achieve at each step.

It’s also important to identify the intended audience or users of this workflow.

Step 2: Make clear steps in the workflow. 

Since you already have clear objectives for your workflow, it’s now time to outline the sequence of components and the overall process. 

Consider creating a diagram to provide a visual representation of your plan, ensuring clarity and organization. 

Step 3: Identify the specific data elements within the workflow that need to be automated. 

If you desire to automate your email campaign, it is important to establish the correct sequence. 

You definitely wouldn’t want to send a Nurture Email before the Welcome email. 

Therefore, gather the required data, break it down into manageable chunks, and determine which workflow steps you want to automate. 

This approach will save you valuable time. 

Step 4: There are many workflow automation tools available in the market. Choose the best tool for your business.

When selecting the appropriate tool, it is vital to take into account its simplicity and the features it offers as part of its core functionality. 

Easy Peasy Funnels is a platform that enables you to automate your workflow seamlessly, covering various aspects from lead generation to marketing campaigns.

Moreover, it offers the versatility to seamlessly integrate with multiple software applications, encompassing a wide range of social media platforms

You can easily automate the whole process of your potential client’s journey with Easy Peasy Funnels

Step 5: Use the chosen automation tool to configure and set up the automated workflows.

The primary motivation behind automating your workflows is to save both time and money that would otherwise be spent on hiring additional staff. 

Easy Peasy Funnel is renowned for its user-friendly interface and simplicity. 

That’s correct! 

If you feel you lack technical expertise, fret not. 

Easy Peasy Funnel excels at alleviating the headaches associated with managing technologies. 

You can swiftly and effortlessly configure your workflows, customize triggers, actions, rules, and any required integrations to suit your specific needs.

Step 6: Testing the automated workflow before deploying it in a production environment is important. 

This step is a no-brainer.

Ensuring that the process you establish functions seamlessly is crucial.

With Easy Peasy Funnel, you have the convenience of effortlessly testing your workflow.

And guess what?

You can even configure the journey of your prospective leads to optimize your pipeline.

By doing so, you can validate the precision, efficiency, and overall effectiveness of the automation.

Step 7: Provide training and educate the users who will be involved in the automated workflow.

If you have someone who will manage your workflow, it is important that you share the same goals. 

Ensure they understand how the automation works!


This may sound skeptical, but workflow automation can do magic for your business. 

Just imagine having control while automating all the tasks. 

Everything will become easy and smooth. 

Of course, this will definitely accelerate your business growth. 

By utilizing workflow automation, organizations can benefit from improved productivity, cost savings, efficiency, collaboration, and employee satisfaction.

Once again, we can’t help but appreciate the incredible magic that workflow automation brings!

Email marketing culture has also changed. 

In case you’re not familiar with it, I wanted to provide additional information.

Workflow automation is also helpful for your business, especially when it comes to email marketing. (Insert link here). 

Things have become remarkably simple with email campaign automation. (Insert link here). 

The concept is closely the same as workflow automation, only that it specifically concentrates on sending email sequences to amplify lead conversion and enhance customer retention.

Absolutely! Everything becomes so fast and easy!

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