5 Easy Steps On Business Process Automation And How to use It

5 Easy Steps On Business Process Automation And How to use It

Wondering what is business process automation and how to automate processes in your company? Let us talk in detail about it.

As time passes, technology has really taken over more and more of our lives. In recent years, business automation has started to dominate the world. More and more companies are switching to automating their business processes and reducing manual tasks to make the workflow more efficient and without any errors. 

The business becomes more structured and with a proper system. The tedious task reduces, time is not wasted and one is able to make more money. So let us understand more about business process automation and the step by step automation guide and everything around it.

What Is The Best Way To Describe Automation?

As per IBM, Automation is basically a term of technology application where work by hum is minimized. Business process automation is also included in this. 

Automation is basically an application to deliver goods and services, to produce goods and all this with minimum intervention by humans. It is adopted to improve facilities, operations, manufacturing, customers, management etc.

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What Is Process Automation? 

Automation has really changed how the business operates around the world. It is changed manual tasks to automation and in a smooth way. Process automation basically uses technology automated business with complex processes. The three functions of automation are:

  • Centralizing information
  • Automating processes
  • Reducing the need for people to input data

Automation is basically done so that the business has reduced errors, and loss of data, removes bottlenecks, maintains communication throughout the departments, speeds up the process and increases transparency.

Business process automation included tasks such as:

  • Automating repetitive tasks
  • Managing and gathering data files
  • Connecting and integrating data sources and services

What Automates Business Processes? 

Business process automation is very popular and something that is being adopted by businesses. Let us first know what automates business processes? This is a very common question.

The answer to this is that it is the workflow system that automated the business processes. This helps a business get a more organised and structured workflow that monitors and defines tasks and other workflow applications.

Now, let us talk about what is the first step to approaching automation.

So, the first step to approaching automation is to actually understand the system that exists and identify the areas that need automation and where processes can be done in a better way.

Types of Business Process AUTOMATE

There are different types of ways to enlist business process automation software and they are as follows:

  • To gather and manage data files
  • To connect and integrate data sources and services
  • To automate repetitive tasks
  • To build apps that transform your business

Why Adopt Business Process Automation? 

If you are wondering whether or not you should adopt a business process automation then here are some compelling reasons why you must switch to this change.

Get More Clarity

Get More Clarity

Automating the business would help you in getting more clarity of your business which would further help you in making important decisions.

Stepping Stone To Digital Transformation

In the world of digital transformation, it is important to stay updated and learn all the new ways of running the business as only then you would be able to compete in the business world.

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Streamline Processes

Streamline Processes

This is definitely one of the most important reasons to switch to fully automated business processes. Once you make the switch, all the processes would be streamlined which would further assist with viewing the current status and progress of the operations.

Get Compliance Records

Switching to the business process automate would help you not make any errors in any calculations and would give you a more detailed and error-free audit record and also save the history of the operations.

Save Time & Money

Save Time & Money

Automation makes the tasks and workflow smoother and in an uninterrupted way which would save you a lot of time and obviously money.

Increase Customer Satisfaction

With all your processes running smoothly, your work would be happening on time and without any delay or error, which ultimately would mean that you have happy and satisfied customers.

Other Benefits Of Using Business Process Automation Tools

There are multiple benefits of having an automated business process and you would be able to see those benefits pretty soon. Some of them are:

  • Boosted Productivity
  • Transparent Business Processes
  • Performance Reports
  • Reduction in Costs
  • Better Workforce Allocation

What Business Processes Should You Automate?

When it comes to the business automation process, it does implement just a few functions and tasks of a business. There are many workflows that can be managed on the business automation tools

To know what all tasks need automation here are a few factors:

  • Tasks with high volume
  • Tasks that have many people working on it
  • Tasks that are time-sensitive
  • Tasks that have a big impact on other systems and processes
  • Need for audit trails and compliances

Now, let us look at some most commonly automated processes in any business.

  • Helpdesk support
  • Backup and Restoration
  • Procurement
  • E-mail and push notifications
  • Call Centre Processes
  • Employee Leave Requests
  • Sales Order
  • Payroll
  • Creating Customer Case Studies
  • Invoicing
  • Data Aggregation and Migration
  • Product Launches
  • Collections and many more.

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5 Easy Steps to Implement Business Processes Automation

It is very easy to start and implement business process automation for any kind of business. If you are wondering how to use business process automation, it can simply be done in 5 steps and they are:

Identify Tasks to Be Automated

Wondering what is the first step in developing an automation strategy? Well, it is to identify tasks to be automated. Make a proper list of things and tasks you have been facing problems with or what gets neglected the most. See the previous stats, talk to the employees and know your pain points.

Outline Business Goals 

Outline Business Goals 

Before you start to work on shifting your business from manual to automated, it is important to know what are your business goals. You need to know why you want to automate your business and what changes you want to see.

Make a detailed plan for your business. The goals you want to achieve, your current goals, how will this automation help you achieve them and how in the end would you measure your success.

Select the Right Tool 

Don’t just jump to any tool that you find online. Do your research and know the product well. Some can be very complicated and some would not cover all the things that you would require. You would basically want a tool that is easy to understand and use. Do your research, consider product feedback and know the product well.

A tool with a simple interface and no fuss. It should be a tool that works well with data and gives you a detailed insight into your business from time to time. Basically, a flexible tool that does not require your attention once you have automated the business.

Change Management

Automating your business is a big change hence it is important that you involve your team and especially the people who would be working on it daily to know about it.

Have a proper and detailed tutorial of the tool where you can get to understand its functions and how to operate it on different levels. Also, know that the training should be done frequently so that everybody stays up to date with the latest features in the tools.

Monitor and Measure 

Monitor and Measure 

The tool used for the automation of your business should be used to track the KPIs as well. It should be able to change as per your business needs and not remain static.


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How Lio Automation Can Help You Business Process

Automation surely does make a difference in running a business whether small or large. It can be tricky and overwhelming at first to switch all the business processes to automation but not with Lio. 

Lio Automation gives you many amazing features that make your work super simple and effective. There are very many features that will help you and your business in various aspects. From connecting and staying in touch with your customers, to working together as a team, and everything in between, Lio Automation will truly make your business run smoothly and make it reach new heights of success.

If you are using Lio Automation for your business processes consider all your data safe and secure all the time. Not only is the data saved in the cloud, but it also offers a data versioning feature in which you can actually see the many changes the document or file has gone through and who has made those changes. You can save the version of the file as required by you. 

Another great feature that Lio Automation offers is colour formatting the sheet. Colour formatting can help bring information and more clarity to the audience. Applying colours to different parts of any data will let you narrate a more effective story that easily catches one’s attention as well.

Since customers are a big part of any business and staying in touch with them is a crucial job, Lio automation gives you the ability to automate Whatsapp communications. Automating WhatsApp communication is another popular trend that businesses can benefit from. With the help of this, you would be able to save a lot of time, boost your customer retentions and renewals, save a lot of money, have lower operating costs and much more. 

Not just this, Team management and work allocation are made super easy with Lio Automation. You can also work with teams in real-time and see all the changes happening.

You can create dashboards for each file which would give you the clear details of your company’s operations, marketing campaigns, sales and other analytics. This is one useful feature that would truly make a difference to your business and help your see all the processes clearly so that you can make well-informed decisions.

You can share invoices and receipts with your customers while also sharing the payment links with them to make the whole transaction process smoother and absolutely hassle-free for everyone. 

There are several other amazing Lio automation features that are made so that you and your business can benefit from them. Excited to know more about it? Click here to start with your Lio automation process for your brand and start your journey to success.


Automating business processes is certainly very beneficial for any business that opts to switch to them. Especially with COVID, switching as much work to automation is better as it would not affect the business.

You can continue to grow your business and work on many other things simultaneously without having to be worried about the tedious tasks, longer time is taken to do a particular task or anything else. 

You can track the money, and data and do a proper analysis of your business to make more smart decisions for the future.

Frequently Asked Questions(FAQs)

What are the ways to Automate a Process?

There are 8 steps to automate a process and they are:

– Define your goals
– Know the target process
– Make process boundaries
– Map the process
– Identify the tasks that can be automated
– Create your automation wishlist
– Assess your capabilities
– Configure your automation

Can only a certain Business Opt for Business Automation?

No, all business processes can be automated. Automating your business is actually more helpful and would make your business flourish.

Why should one Automate their Business?

There are several reasons to automate your business and they are:

– Reduce manual errors
– Focussing more on business
– More time in hand
– Less effort and tedious tasks
– Reduced costs of operations
– More money

What is Workflow Optimization?

It is the process in which you streamline the tasks of your employees so that they are able to do more work, take less time and finish it timely without any hassle. It is more efficient and affordable.

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  • I happened to see the term data aggression in your article. Tell me what that implies, if you would, please.

    • Hello Raghav,

      The process of compiling typically large amounts of information from a given database and organizing it into a more consumable and comprehensive medium is known as data aggregation. Data aggregation can be used to summarise information and draw conclusions based on data-rich findings at any scale, from pivot tables to data lakes. Because of the increasing accessibility to information and the importance of personalization metrics across the enterprise, data aggregation has become extremely relevant.

  • Business automation is something I often hear about but have never fully understood. I now understand what it is, though, after reading this essay. A lot of work has been put in by you. Sincere gratitude.

    • Hello Joel,

      Thank you very much for your kind words.
      I’m glad this article aided your understanding.

  • This article is very relevant since it informs readers about the value of business automation and the reasons why companies should automate their business processes. outstanding work

    • Hello Praveen,

      The kind words are greatly appreciated.
      I’m glad you found this article interesting and useful.

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