How To Design Your Own Workflow Automation


Workflow automation creates a series of automated actions in response to certain events or triggers. This process can save time, money, and effort by making repetitive tasks operate automatically. As your business or company grows, workflow automation becomes a necessity as you find yourself with many repetitive tasks that need to be completed. Therefore, it’s important to design your own workflow automation.

Workflow automation means tailoring the system to suit your exact needs. It’s important to note that if you’re adopting automation for the first time, designing it may seem complicated and may require several tests and improvements before you can get it right. But with a good guide, you’ll be able to create a workflow that works for you.

Here’s a detailed guide on what it takes to design your workflow automation.

  1. Understand Why You Need Automation

While adopting automation is generally a good idea, you first need to understand why you need it. This ensures that automation is solving a problem or improving the effectiveness of your workflow in the company while bringing real value.

There are many reasons to adopt automation. It could be to reduce talent shortage effects or to reduce the risk of human error. It could also increase efficiency and productivity or allow employees to focus on more critical tasks.

Automation can also improve the consistency and accuracy of processes and facilitate communication and collaboration within the organization. Ultimately, automation aims to help your company run more smoothly and effectively. It’s important to carefully consider your business needs and goals before deciding to implement automation and to ensure that it is implemented in a way that benefits the entire organization.

  1. Identify The Tasks That Need Automation

It is essential to carefully consider which processes are suitable for automation and which are not. There are a few key factors to consider when determining which processes to automate.

  • Repetitive Tasks

Automation is beneficial for repetitive tasks that do not require much decision-making or creativity. For example, data entry, invoicing, and scheduling appointments are all good candidates for automation.

  • Time-consuming Tasks

Automation can also be helpful for time-consuming tasks or those requiring a lot of manual effort. For example, if you have to compile and organize data from multiple sources manually, automation can save you a lot of time and effort.

  • Error-prone Tasks

If a task has a high risk of errors, automation can help reduce the chances of mistakes being made. For example, if you have to calculate employee pay or benefits manually, automation can help ensure that the calculations are accurate and consistent.

  • Complex Tasks

Automation can also be helpful for complex tasks requiring multiple steps or the coordination of multiple people. For example, suppose you have a process involving multiple approvals or exchanging information between different departments. Automation can help streamline the process and ensure that everything runs smoothly.

It’s a good idea to start with the most time-consuming, error-prone, or complex processes. These are often the areas where automation can have the biggest impact.

  1. Determine The Tools Needed For Automation

When automating your workflow, you may need a few tools to get started. Here’s a list of what you should consider adding to your toolkit.

  • Task Management Tool

This is the backbone of your automation process. You can use this tool to create and assign tasks, track progress, and ensure that everything stays on schedule. Some popular options include Trello, Asana, and

  • Project Management Tool

If you’re working with a team, you need a tool that helps you to manage projects and to collaborate with others. This could be something like Slack, Microsoft Teams, or Basecamp.

  • Time-tracking Tool

Automation is all about streamlining and optimizing your time, so you need a tool to help you track how long tasks are taking you. Some options include Toggl, Harvest, and Time Doctor.

  • Communication Tool

You need a way to communicate with your team and keep everyone on the same page. This could be through email, a messaging app, or a collaboration platform like Google Docs or Dropbox.

  • Calendar Tool

To keep your schedule organized and avoid conflicting tasks, you need a tool to help you manage your calendar. This could be something like Google Calendar or Outlook.

In addition to these tools, consider using an automation software to help automate certain tasks and processes. These tools allow you to create features that trigger specific actions when certain events happen, like sending an email when a new task is added to your task management tool.

  1. Design The Workflow

After identifying the tasks that need automation and getting all the tools ready, you may design your workflow. Here are some steps to follow.

  • Map Out The Step-by-step Process

The first step in designing your workflow automation is to map out the process. This helps you in understanding the various steps involved in your business process and identify opportunities for automation. Start by creating a flowchart or visual diagram that outlines the process from start to finish. This can help you identify the different stages of the process and understand how they flow together.

  • Determine Triggers And Actions For Each Step

Once you have mapped out the process, the next step is to determine the triggers and actions for each step. Triggers are events that initiate the workflow, such as a form submission or task completion. Actions are the tasks that are performed when a trigger occurs, such as sending an email or updating a database. By determining the triggers and actions for each step in your process, you can create seamless workflow automation.

  • Test And Troubleshoot The Workflow

After you have designed your workflow automation, it is essential to test it to ensure it functions correctly. Run through the process step-by-step and test each trigger and action to ensure they work as intended. If you encounter any issues, troubleshoot the workflow and make necessary adjustments.


Designing your workflow automation can be time-consuming, but it is well worth the effort. Streamlining your business processes and automating repetitive tasks can increase efficiency and productivity, freeing up time for more important tasks. Follow these steps to design your workflow automation, and take your business to the next level.