Advantages, prerequisites of creating workflows | TF
Scroll to top
Talk To Us - +91 8080 619 589

Advantages, Prerequisites of Creating Workflows

TransFunnel Consulting
TransFunnel Consulting Apr 19, 2022

Why are workflows important for businesses?

Why are workflows vital to businesses? 

Running a business is a lot of work, which also involves manual tasks. As we know, to err is human, these manual tasks are prone to mistakes. However, automation can streamline some of these manual tasks and complete them more effectively. 

The possession of a tool where processes are automated can be refreshing and rewarding as the energy of the workforce is conserved, productivity is increased and downtime is greatly reduced.

Workflow management can be made successful with the help of automation.

What is a workflow?

What is a Workflow

In common parlance, workflow refers to an automated process where routine emails/campaigns are triggered and information is set based on certain rules. 

Using a workflow helps reduce possible user error when setting data points and following up with your leads. Workflow automattion software help businesses scale their initiatives, instead of reinventing the wheel over and over again for each contact who takes the same action. Productivity and response time of businesses both improve. 

Workflows are a sequence of tasks or series of actions that need to be completed sequentially or in parallel to achieve a required outcome. 

There are a lot of actions that can be taken through workflows but which action should be picked depends on the purpose and end goal.

Tips For Streamlining Marketing Workflows To Improve Marketing Outcomes

Advantages of workflows: 

Automating repeatable tasks

Automating repeatable tasks

Workflows can help streamline and automate redundant business tasks, minimising scope for errors and increasing overall efficiency. This, in turn, improves business. Managers can make quicker, smarter decisions and employees are empowered to collaborate in a more productive and agile way.

Lead Nurturing

Based on a lead’s lifecycle stage, leads can be nurtured by sending communication in terms of assets, webinar invites and more.

Improving the Customer Experience

Improving the Customer Experience

Unfortunately, customer requests or complaints can be easily overlooked while relying on outdated manual systems. This results in dissatisfied customers. Workflow management can, however, help provide better customer service and respond to customer complaints promptly.

Automation never forgets 

Through workflow management, actions execute automatically when the set conditions are met. This eliminates the chance of missing or committing human error.

Improves Accountability 

Improves Accountability

Structured workflows are precise and measurable. It’s easy to understand who needs to do what and when. Once a task gets assigned to an employee, they’ll know what to prioritise next. By clearly mapping out your workflow, everyone knows what tasks must be completed, who will be completing them and the timeline they need to be finished by.

Improves Collaboration

Workflow management helps reach across functional areas of the business. A solid automated workflow solution gets everyone involved with your processes.

Better Business Insights 

Workflow analysis helps you quickly analyse your business, measure performance and identify areas of improvement. They help us analyse how many records are meeting and not meeting the enrollment condition.

Prerequisites for creating a workflow

1. Deciding the trigger point 

For creating a workflow, it is necessary to first figure out the condition (what all records should get enrolled, when should they enrol) on the basis on which the workflow should be triggered.

2. Action to execute 

What action should take place on the enrolled records? One should have an answer to this question.

3. Team awareness 

Team awareness

All the teams concerned with the workflow management (who will get notification from workflow, for whom tasks will be created, whose records will be updated and so on) should be educated about the workflow before implementing it.


In today’s time, businesses cannot do without automation as this is a basic requirement for them to improve on their customer relationship management, set goals and objectives and bring about a general well-being for the company.

Get your business marketing workflows to improve marketing outcomes. Get in touch with our experts.