A Guide to Workflow Automation with Airtable Software

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Automation is the future and many industries have adopted a new technology that can take care of repetitive, frequently occurring tasks. From handling bank checks to the check-out process at a retail store, each activity can be performed by a machine. Businesses continue to rethink their workflows in terms of tools. Airtable software can help drive processes with its intelligent automation features.

The pandemic has led the general population to increasingly rely on technology. Businesses are ready to invest more in technology and push automation options towards their audience. Workflow automation is possible with Airtable which helps businesses remove bottlenecks, reduce the possibility of human errors, and increase customer satisfaction. It has several features which make it work for businesses of any size and scale.

This article explains how workflow automation can help businesses streamline their processes and increase overall efficiency.

Overview of Workflow Automation

The practice of assigning repeatable tasks performed by humans to a computerized process is referred to as workflow automation. These programs ensure there is no manual oversight and improve the outcomes of the activity. The amount of paperwork is reduced, manual repetitive tasks are performed with greater accuracy, and company employees are free to focus their attention on a higher purpose.

Workflow automation can speed up processes and complete more work in much less time. Any organization can benefit from automation and save the time, effort, and resources required to handle actions such as marketing campaigns and inventory management. Automation is an easy concept to implement as it raises the quality of work and delivers higher efficiency at a much lower cost.

How Workflow Automation Works in Airtable Software

Automation is powered by technology and Airtable software is a robust work management platform that can support these actions. Users are able to use a combination of its features to set up an assembly line. The software uses triggers or specific conditions which launch specific processes. The software is capable of handling tasks related to sending emails, generating reports, and importing data.

Examples of Automation

• Send regular updates to stakeholders regarding the progress of the project
• Import files from different applications to maintain a database or inventory record that is accurate and complete
• Save and schedule API requests that are used to import CRM data, run price requests or refer to the stock lists

An automated workflow can be used to execute a simple or complex task. It uses helpful processes to map out the progress of a company and gives users access to several potential benefits.

Automation Benefits

Automating processes can help teams boost efficiency, increase collaboration and focus on bigger goals. It helps companies by:

• Eliminating menial work or duplicate tasks from the work schedule of all employees
• Reducing the errors associated with manual data entry or human typing
• Improving the productivity of any team with faster processing time
• Creating a transparent workflow
• Reducing the paper documentation requirements

Processes that Require Automation

There are many possible applications of automation and the opportunities are endless. There are specific departments that can benefit from programming their tasks to be executed by a machine.

Marketing

Automation is common in marketing because the processes involved are usually very repetitive and are easily scalable. They can be handed over to a program that can execute them according to the pre-set conditions. Automation is especially useful in digital marketing and Airtable software has that capability.

For instance, when the companies are streamlining their personal relations or outreach initiatives, they can organize a press conference by reaching out to media outlets. The program can track all the attempts and monitor their responses as well as follow up with publication dates for articles. This can be automated through Airtable demo which can take charge of all the communication and also provide a summary view of the status of each conversation. The software also comes with several templates for marketing automation to help teams get started right away.

Human Resources

HR can benefit from automation because it is a department that deals with a lot of paperwork and approvals. The tedious and time-consuming process can be made easier with the help of software. They can breeze through the onboarding process by handing over the forms generation, and signing process to the program. The software can remind employees of any documents they have to review or sign during their first week.

The automation can save HR personnel hours of paperwork and also streamline the training programs. They can focus on assisting their companies with much more important matters.

Important Automation Airtable Features

Cloud-Based Solution

When automation is cloud-based it offers users a higher degree of scalability and flexibility. Users have more access to programs and can easily sync native programs with other applications. The data is available anywhere in the world and users can create or edit new workflows even if they are operating remotely.

Reporting and Analytics

A robust software gives users the ability to automate their report generation. It can track any inefficiencies and add improvements or update processes wherever necessary. The dashboard can show the number of people who are online or how many times they have open a file. It is easy to judge how effective each message is based on how many times it was read. Airtable software is a low-code software that allows any user to create flexible reports for any business case or project.

Third-Party Integration

Businesses typically rely on a variety of software and platforms to handle their operations. They need to connect all applications with each other to make it easier for them to automate tasks. Airtable features offer more than one hundred integration options with different websites and applications. They can connect their calendar, communication, and Project Management software and import or export data. The integration options include Asana, Slack, Trello, Jira, Dropbox, Facebook, Basecamp, Gmail, and many more.

Conclusion

The workflow automation needs to be a customizable and flexible process that helps users improve their performance and expand their horizons. They can quickly configure the automation with support from Airtable software.