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Workflow Automation For Small Business

· 6 min read
Peter Beresford
a chat bubble - automation

Small businesses face unique challenges when it comes to workflow management. With limited resources and staff, keeping up with daily tasks can be overwhelming. Workflow automation is an effective solution that can help small businesses improve efficiency, save time, and reduce costs. In this guide, we will explore the benefits and implementation of workflow automation for small businesses.

What is Workflow Automation?

Workflow automation is a system that uses technology to automate repetitive tasks, streamline processes, and reduce errors. It involves designing a series of steps that are automated to create a workflow. These steps are designed to maximize efficiency and minimize wasted resources.

An example of this could be the process of sending a form to a customer for their signature. Before, this would involve printing the form, shipping it to the customer, allowing them to sign it, shipping it back to the business, scanning it in, and finally processing it. Today, that multiple-step process can be streamlined with workflow automation.

Workflow automation is commonly used in industries such as accounting, healthcare, and manufacturing. However, it is useful for any business that has repetitive tasks that can be automated.

Benefits of Workflow Automation

  1. Time Savings: Workflow automation reduces the time spent on tedious and repetitive tasks. This allows employees to focus on higher-level work such as analysis, strategy, or decision-making.
  2. Error Reduction: Manual entry of data and paper-based processes is extremely error-prone. Automating workflows reduces the risk of human error and safeguards accuracy in data analysis.
  3. Improved Efficiency: Automated workflows ensure that tasks are completed in a consistent and timely manner. This reduces the risk of errors, and ensures that projects are completed on time.
  4. Cost Savings: By automating repetitive tasks, workflow automation reduces labor costs. This allows businesses to allocate resources to other areas of their business.
  5. Scalability: Workflow automation can help businesses scale their operations by allowing them to handle more work without increasing staff. Automated workflows are also easy to modify, which allows businesses to make changes to their processes as they grow.
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Implementation of Workflow Automation

  1. Identify Processes: The first step in implementing workflow automation is to identify the processes that can be automated. These might include tasks such as data entry, appointment scheduling, or invoicing.
  2. Map Out Process Steps: Once you have identified the processes that can be automated, you need to map out the steps involved in completing these processes. This will help you to design an automated workflow that is efficient and effective.
  3. Choose a Workflow Automation Tool: There are many workflow automation tools available that can help businesses automate their processes. Some popular workflow automation tools include Zapier, Fusing and Asana. It is essential to choose a tool that suits your business needs and budget.
  4. Training: Once you have chosen a workflow automation tool, it is essential to provide training to your staff. This will ensure that they are familiar with the new tool, and can use it effectively.
  5. Test and Refine: Once you have implemented your workflow automation system, it is important to test it to ensure that it is working correctly. You may need to refine your system to improve efficiency or make changes to accommodate growth.

Examples of Workflow Automation

  1. Invoicing: One of the most common uses of workflow automation is in invoicing. Automated invoicing ensures that invoices are generated and sent out on time, reducing the risk of payment delays.
  2. Payroll: Payroll is another area where workflow automation can be beneficial. Automated payroll systems ensure that employees are paid accurately and on time, reducing errors in the process.
  3. Customer Service: Workflow automation can also be used in customer service. Automated chatbots can provide quick and efficient responses to customer inquiries, reducing the need for human intervention.
  4. Lead management and follow-up: Automated notifications can be set up for when new leads come in, or inquiries arise from existing or new customers.
  5. Hiring and recruitment: The right technology can help parse resumes, schedule interviews, and ensure the process remains organized


Workflow automation is an essential tool for small businesses looking to improve efficiency, save time, and reduce costs. By identifying processes, mapping out steps, choosing a workflow automation tool, training staff, and testing and refining the system, small businesses can streamline their operations and focus on higher-level work. Examples of workflow automation include invoicing, payroll, and customer service. By implementing a workflow automation system, small businesses can gain a competitive advantage and achieve long-term success.


Get started with the Fusing workflow automation platform today