Proper from banking to HR, workflow automation software program may also help industries obtain nice resilience and improved expertise. Let’s take a look at a few of the workflow automation use circumstances.
Worker Onboarding
Streamline the onboarding course of by automating duties corresponding to creating worker profiles, assigning gear, producing contracts, and initiating coaching packages. Workflow automation software program ensures a clean and constant onboarding expertise for brand new hires. In banking, when a brand new teller joins, the system routinely creates their safe login credentials, assigns required coaching modules for regulatory compliance, generates their teller drawer entry, and schedules obligatory financial institution safety coaching – all by a single automated workflow.
Bill Processing
Automate the bill processing workflow by extracting related information from invoices, matching them with buy orders or contracts, and routing them for approval and cost. This reduces handbook information entry errors, accelerates the cost cycle, and improves monetary administration. For banks, when vendor invoices arrive for ATM upkeep providers, the system routinely matches them with service tickets, verifies completion, routes them by the suitable approval chain primarily based on quantity thresholds, and initiates cost processing.
Buyer Assist and Ticketing
Automate the shopper assist workflow by assigning and escalating assist tickets primarily based on predefined standards, sending automated responses to prospects, and monitoring ticket decision progress. Workflow automation software program helps improve buyer satisfaction and ensures well timed difficulty decision. When a buyer reviews a disputed transaction, the system routinely categorizes the case, assigns it to the fraud division if suspicious patterns are detected, or routes it to transaction disputes for normal circumstances, whereas maintaining the shopper up to date by way of automated messages. 
Gross sales and Lead Administration
Automate lead capturing, scoring, and nurturing processes. Robotically assign results in gross sales representatives, set off follow-up emails primarily based on lead habits, and monitor lead development by the gross sales pipeline. Workflow automation answer optimizes gross sales effectivity and improves conversion charges.
Information Entry and Information Migration
Automate the extraction and entry of knowledge from numerous sources right into a central system. This may embrace duties corresponding to importing buyer information, migrating information between totally different platforms, or populating spreadsheets with information from exterior sources. When processing bulk examine deposits from enterprise prospects, the system routinely extracts examine info, validates account numbers, updates account balances, and generates deposit confirmations with out handbook information entry.
IT Incident Administration
Automate the incident administration course of by routinely logging and categorizing IT incidents, assigning them to acceptable groups, and monitoring their decision standing. Workflow automation answer helps reduce downtime, enhance response occasions, and guarantee environment friendly IT operations. For banks, when an ATM goes offline, the system routinely creates a high-priority ticket, notifies the closest upkeep staff, escalates to IT safety if tampering is detected, and triggers buyer notifications for close by various ATM areas.
HR Processes
Automate HR workflows corresponding to depart requests, efficiency critiques, and worker offboarding. Workflow automation software program can simplify approvals, ship reminders and notifications, and centralize HR information for higher reporting and evaluation. When a department supervisor submits a depart request, the system routinely checks staffing ranges, identifies certified substitutes, routes for approval, and updates the department scheduling system whereas guaranteeing regulatory necessities for minimal employees {qualifications} are met.