The steps you take to complete your processes and procedures within your business.
The power of workflows:
Workflows help you to identify the software needed to complete each process and procedure.
They help you identify repetitive, manual steps in your processes so you can add automation.
In this example, we show a workflow that has been created to document the process from a potential client visiting a business website, to them completing an intake meeting. We also use the workflow to identify the places where a software can insert automation.
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