4 Ways to Manage Workflow Automation through Process Street

By Marianne Chrisos - Last Updated on January 6, 2020
Workflow Automation

Workflow automation is one of the most effective ways to increase productivity while reducing costs. Process Street is a software that makes automating processes easier. Most businesses have processes and methods that drive their work. Even if they’re not documented, there are certain tasks that need doing each day and a way that most people do them. Process Stress helps to create documents that formalize processes and also help track progress on goals.

Today, businesses are using Process Street workflow automation in:

  • Employee onboarding
  • Client onboarding
  • Podcast publishing
  • Candidate recruitment screening
  • Real estate transactions
  • Invoice generation
  • Help desk support requests

No matter what industry you work in or department you manage, there’s a good possibility that your work can be benefitted from workflow automation. Here are some specific ways that Process Street can help.

  1. Templates: Process Street uses a template to help streamline tasks. This gives the user a process foundation if there is no formal process in place and also allows them the ability to add or subtract tasks that don’t specifically apply to that organization’s processes. For instance, in an example of the “employee onboarding checklist”, Process Street breaks it out by lists of tasks that can be done before an employee’s first day, on their first day, during the week, etc. Such tasks include “prepare paperwork”, “discuss role, goals, and projects”, “create accounts”, and more. This checklist allows all stakeholders to track the onboarding progress.

  2. Collaboration: The template checklists that Process Street creates for automating workflows make it easy to collaborate on projects. Tasks can be assigned out to other team members. Using the HR employee onboarding process from above as an example, it’s unlikely that the same person preparing benefits paperwork will also be the one introducing an employee to their team or the same one to assign the first project, which is why a tool like Process Street can help all of the necessary people involved stay on track and not hold up the process. Process Street can help companies with a lot of employees or teams manage tasks batter while collaborating and communicating better or just help the company’s get more organized.

  3. Process manuals: Process Street can help manage more than just daily tasks or semi-regular responsibilities. It can help you create collaborative business manuals, processes, and handbooks. Instead of passing around a Word doc, you can use this software to create a formal document of processes in every department or a handbook for employees. Since projects like this usually require the input of several people in a department or across an entire company, a software like Process Streets helps to not only ensure that all stakeholders can contribute but also help the project manager track the goal towards completion.

  4. Automation with integration: Process Street integrates easily with apps like Gmail, Google Drive, Dropbox, and more to help enable automation of parts of the process that exist in these apps. Emails, file uploads, and other tasks can easily be assigned and automated when they’re integrated into and take place inside Process Street.

Ultimately, workflow automation tools like Process Street help businesses get better results from many different parts of their business, helping to streamline and organize tasks in HR, marketing, account management, and more.

Process Street allows users to start workplace automation free to help them take control of their workflows, track details, and better manage tasks and employees. Whether you’re starting a website or planning a trip, workflow automation with Process Street can walk you through the whole process checklist easily, making sure you don’t forget anything and helping make your project, trip, or new employee relationship a success.

Marianne Chrisos | Born in Salem, Massachusetts, growing up outside of Chicago, Illinois, and currently living near Dallas, Texas, Marianne is a content writer at a company near Dallas and contributing writer around the internet. She earned her master's degree in Writing and Publishing from DePaul University in Chicago and has worked in publishing, advertising, digital marketing, and content strategy.

Marianne Chrisos | Born in Salem, Massachusetts, growing up outside of Chicago, Illinois, and currently living near Dallas, Texas, Marianne is a content writer at a c...

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