What is Automation: Using a set of preprogrammed workflows to convert a manual task with consistent and repeatable steps into one which a computer completes for you.
Example: Creating a Customer Invoice
The manual process typically requires several steps which are repeated every time you create a new customer invoice. These include finding, copying and pasting a number of data points into a document template.
Automating the process involves programming a set of predefined logic into your database and document template so that specific data fields are automatically populated.
The result: Information entered once into your database automatically generates an invoice you can send to the customer.
That is automation. Significantly less time-consuming than all that copying and pasting.
For more information about business automation - read our blog post "Everything you need to know about Business Process Automation", or download our eBook below.
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