7 Workflows You've Probably Never Considered Automating

Workflow automation could be the answer to improving your entire business.

Not sure workflow automation is right for you? Maybe you only think it’s ideal for managing inventory or processing invoices.

However, you likely have dozens of workflows right now that you could be automating to save both time and money.

If you’re having trouble figuring out where to start, don’t worry. Start with these seven workflows and finally see just how important workflow automation is for your business.

1. Improve Employee Happiness

Employee happiness should be a priority for every business, but sadly, that’s not the case. Did you know disengaged and unhappy employees cost businesses over $450 billion a year due to errors, stress and absenteeism. This leads to not only a loss of productivity, but a higher turnover rate. The good news is 75% of that rate is preventable. That’s even better news when you consider it costs around a third of an employee’s salary to replace them.

Automating employee satisfaction workflows helps you spot problems faster. You’re able to uncover ways to better engage employees, help them feel happier and reduce turnover rates.

2. Schedule Meetings

It’s not unusual for employees to think meetings are a waste of time, but the biggest waste comes in the form of scheduling those meetings. Think about how many hours are spent on emails, texts and calls as you try to schedule meetings with employees and/or clients. Sometimes there are even meetings about how to better schedule meetings.

It’s time for this insanity to end! If scheduling is a major time waster for you, automate your scheduling workflow. By sharing calendars, ideal meeting times are arranged in seconds versus hours or days.

3. Improve Facilities

You’re proud of your business, but sometimes it’s hard for business owners to see the problems with their facilities. Maybe there’s a leaky sink that’s a major trip hazard or the lighting makes it difficult to see screens. However, workflow automation helps you take those blinders off and continuously improve your facilities.

Complaints are gathered in one place. Common complaints are ranked higher, helping you see the biggest areas for improvement. How incredible is that!

4. Make Customers Happier

How happy are your customers right now? Would you like to make them happier? Customer experience is one of the biggest opportunities for businesses to get ahead. So, if you’re falling behind on providing the best experience possible, isn’t it time to improve? Absolutely!

One of the top workflows to automate, that you probably haven’t even thought about, is customer service. Gather notes and calls in one place, get notifications of when to contact customers, uncover common customer complaints and even send out automatic replies to stay in contact. You can even incorporate chatbots to provide customer service when you’re not around.

5. Improve Task Management

How often do you send employees tasks via email? What about your company’s chat or collaboration apps? It’s easy for all those tasks to get buried, but once again, workflow automation comes to the rescue. Automation can gather tasks from email and other apps into a single list.

Suddenly, employees have a clear to-do list and can check off items as they go versus digging through various apps to figure out what to do next.

6. Easily Manage New Leads

Managing new leads doesn’t have to feel like rocket science. All you need is workflow automation to make the task far more manageable. Not to mention, you’ll also turn more of those leads into loyal customers. The biggest issue is businesses spend billions every year on marketing, but fall short when it comes to following up with leads generated as a result of that marketing.

Even though the Harvard Business Review discovered in 2011 that leads wanted to be contacted within five minutes, only 42% in a 2018 study by Drift even followed up with leads in a five-day period. Automating your lead follow-ups not only impresses new leads, but helps you land more new clients every year.

7. Make More Informed Decisions

You’ve probably heard the term “business analytics” tossed around for years. However, do you use analytics to help your business? Odds are, you collect a bunch of data that’s scattered among a dozen apps and spend hours every week trying to figure out what it all means.

As you’ve also likely learned, you’re not getting much from those analytics. The problem is you need to automate your analytics workflow. Imagine all your data in one place. Imagine being able to create reports that run automatically to help you make far more informed decisions. Doesn’t that sound far more efficient?

KOI wants to help you take your business to the next level by helping you automate workflows, making your business more efficient and making your employees happier. We believe every business of all budgets and sizes deserve access to the tools they need to improve their business and productivity. That’s why we built our all-in-one business management software so you can do more while paying less. Consider partnering with KOI today and find out for yourself why KOI is the best and last Business Management Software you’ll ever need.


Sign up for our early beta access

We are currently in private testing with a limited number of businesses. Enter your email below to join our early access list.