Are You Ready to Jump Into the World of Automation?


Workflow automation helps countless businesses convert their tedious paper processes into more efficient, streamlined digital processes.It frees up administrative time so business leaders can focus on what matters most: Growing their business.

If your business could benefit from higher productivity—and let’s be honest, everyone should raise their hands here—then this is the tool for you.

Here are four key indicators of your business’s need for workflow automation:

Is your business ruled by paper?

Letting paper rule your business is like letting a 5-year-old run a kindergarten class—it gets messy very quickly. Enter: workflow automation. This tool digitizes paper processes so you can reduce costs and create an automatic record of all related documents. It’s completely customizable, too, so you can tailor it to meet your unique internal and external business operations needs.

Are there too many mistakes on your forms and documents?

They call it human error for a reason—we’re not foolproof. Luckily, workflow automation essentially is.

With forms automation tools, there’s no messy handwriting to decipher or incomplete fields. Fillable forms and documents not only reduce manual mistakes but also cut down on time you’d normally spend creating the documents—so it’s a win-win. For additional efficiency points, you can also modify the forms to fit your company’s specific document management needs.

Do your documents seem to get lost in a desktop abyss?

Moving documents from one desk to another is a one-way ticket to chaos and disorganization. And if bad enough, it can even lead to the loss of important data and documents.

Through workflow automation software, documents are tracked and automatically sent down the pipeline to the correct employee for approvals. This means you never have to worry about accidentally sending your quarterly financial report to Jan from the marketing department instead of your board of directors—it’s taken care of for you.

Are processes eating up too much of your employees time?

As the saying goes, time is money. Time is the most precious commodity for your business, and it’s also the one thing that just seems to slip away without you realizing it.

Think about how much time you spend on back and forth emails, project status updates, and hand-delivering paper documents. According to a McKinsey study, the average employee spends 28 percent of their week on emails and “nearly 20 percent looking for internal information or tracking down colleagues who can help with specific tasks.” With workflow automation, you can automate redundant, time-consuming tasks and spend that reclaimed time on boosting the bottom line, growing your employees’ skills, and getting more work done, faster.  

If you’re dealing with these issues, why wait to increase your business’s productivity? OnTask makes streamlining your company’s operations easy by integrating into your enterprise’s CRM, which means no coding is necessary. Put your business process management on autopilot and watch your day-to-day tasks transform into a smooth operation.Schedule a demo for workflow automation!