A workflow is a chain of steps started by a trigger: a form is submitted, an order arrives, it’s 9 a.m. The system then performs the steps a person used to do — copying data, sending notifications, compiling reports.
The best candidates for automation are usually repetitive tasks that happen in digital systems and follow clear rules. An automated process runs the same way every time, and your team can focus on more important work.
Example
A new request from the website form is added to the CRM automatically, the manager gets an email and the customer gets a confirmation.