What are simple ways to set up workflow automation?
Simple ways to set up workflow automation involve starting small and leveraging user-friendly tools:
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Identify a "Quick Win": Pick a single, highly repetitive, and relatively simple process (e.g., leave requests, expense approvals).
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Map the Process Manually: Understand every step and decision point on paper first.
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Choose a No-Code Platform: Select a platform like Kissflow that offers intuitive visual builders and ready-to-use templates.
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Use Pre-built Templates: Many platforms offer templates for common workflows, which you can customize.
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Drag and Drop Components: Build your workflow by dragging and dropping forms, approval steps, and integration actions.
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Test with a Small Group: Pilot the automated workflow with a small team to gather feedback.
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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.