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.
Example:
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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Workflows
