Vova Pylypchatin’s Post

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CTO and Founder @ OpsFlow | Sales CRM System Development 🏦🏡

Your team has a manual workflow that you want to automate. But what do you start with? Here are 3 things you can automate in any workflow 👇 🎯 Workflow triggers ↔️ Workflow rules ✅ Workflow actions When carrying out a workflow, your team does 3 things: ↳ Observe what happens ↳ Decide what next action to take ↳ Perform an action And that’s pricey 3 components of the workflow that you can automate: ↳ Workflow triggers: Automatically notify of workflow events. ↳ Workflow rules: Automatically create workflow tasks. ↳ Workflow actions: Automatically complete workflow tasks. You can automate only one or all 3. Automate triggers, and your team will spend less time looking for work and act promptly. Automate rules, and your team will remember to perform the right action at the right time. Automate actions, and your team will spend less time doing repetitive tasks. Automate all 3, and you have end-to-end workflow automation that requires human involvement only if something goes wrong. #mortgage #operations #lending

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