Definition
A workflow is an automated sequence of actions and business processes that runs according to predefined rules.
It automates repetitive tasks and orchestrates different applications without manual intervention.
Examples
- Lead management: New contact → Send welcome email → Create CRM file → Sales notification
- E-commerce: Order received → Check stock → Generate invoice → Send confirmations
- HR: Application received → Automatic sorting → Interview scheduling → Email refusal/acceptance
- Customer support: Ticket created → Automatic allocation → Follow-up if no answer → Manager escalation
- Marketing: Download white paper → Add email list → Nurturing sequence → Lead score
Benefits/Interest
- Productivity gains: Elimination of repetitive manual tasks
- Error reduction: standardized, consistent processes
- Traceability: Complete tracking of every step in the process
- Reactivity: Actions triggered instantly
- Scalability: Managing growing volumes without hiring new staff
Related terms
- Automation
- Logic Builder
- Webhook
- CRM
- Process
