Workflow automation

Definition

Workflow automation routes a task through its defined steps, owners and conditions automatically: who gets it, what must be checked, what happens on approval or rejection, and what is recorded. It removes coordination work rather than performing the work itself.

It is the connective layer of an operational system — approvals, escalations, deadlines, notifications — and often the fastest visible win in a first automation project.

It becomes powerful when combined with agents that also execute the steps, not only route them.

In practice

  • Deterministic routing, deadlines and escalation rules
  • Full status visibility for every open case
  • Foundation for later agent-based execution
Read the full articleHow to automate a business process — a practical 7-step guideA step-by-step guide to automating a business process: how to pick the right one, map it, choose a tool, run it safely and measure what it saved.

Related terms

Back to the glossary