What are simple ways to set up workflow automation?

Simple ways to set up workflow automation involve starting small and leveraging user-friendly tools:  

  1. Identify a "Quick Win": Pick a single, highly repetitive, and relatively simple process (e.g., leave requests, expense approvals).  

  2. Map the Process Manually: Understand every step and decision point on paper first.  

  3. Choose a No-Code Platform: Select a platform like Kissflow that offers intuitive visual builders and ready-to-use templates.  

  4. Use Pre-built Templates: Many platforms offer templates for common workflows, which you can customize.  

  5. Drag and Drop Components: Build your workflow by dragging and dropping forms, approval steps, and integration actions.  

  6. Test with a Small Group: Pilot the automated workflow with a small team to gather feedback.  

  7. Iterate and Improve: Make adjustments based on user feedback and continuously look for optimization opportunities.

Start with a clear understanding of your needs and the capabilities of your chosen platform.