Generating a token for API access

Connect your own apps and automate workflows

When important events happen in one of your solutions, your app can be programmed to use this as a trigger and begin an instance of your workflow template. Our OnTask API connects at the group level so your teams can connect to whichever applications they need for their business processes.

Add Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to create an access token for
  4. Click ACCESS TOKENS.
  5. Choose a name for this API connection
  6. Choose the permission level
  7. Click GENERATE TOKEN
  8. Copy the token to your clipboard by clicking the copy icon or use shortcut keys on your keyboard

Revoke Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to add a member.
  4. Click ACCESS TOKENS.
  5. Click REVOKE

OnTask on Zapier: Your Workflow Just Got Snappier

Process automation offers big potential. According to Forbes, 63 percent of business leaders say that automation tools will help safeguard operations against economic downturn. But recession-proof reasoning isn’t the only benefit of document, form, and application automation. 

While the right combination of tools can enhance workflows and improve outcomes, scattershot solutions may actively impede overall efficiency. The solution? OnTask on Zapier: Best-of-breed document and form automation connected with  application connection to make your workflow smoother, speedier, and snappier.

How OnTask Helps

OnTask simplifies the creation, review, tracking, and approval of your documents and forms. Instead of manually entering information  — and running the risk of inherent human error — you can collect and distribute data once across your workflow. Relevant fields are automatically populated across forms and systems, giving your staff more time to focus on what matters. Plus, you can easily create reusable web forms, responsive mobile forms, and robust no-code processes.

If document data entry, development, and deployment are delaying key processes in your organization, OnTask can help get you back on track and back on time.

Happier with Zapier

Zapier makes staff happier. How? By connecting the apps you use every day. It’s easy. Integrate your web apps with a few simple clicks, then improve processes with custom workflows — called Zaps — to deliver enhanced automation. From Zoom to HubSpot to Google Sheets, Box, and Trello, Zaps help your staff zip through critical tasks.

Connecting Docs and Forms

OnTask on Zapier lets you connect documents and forms with ease. With more than 2000+ available application integrations, it’s possible to create custom workflows that align with critical objectives to deliver on key outcomes. It all starts with Zapier.

You create a multi-step Zap that links multiple solutions — such as Salesforce, Trello, and Smartsheet — and then integrate OnTask. When an important event occurs in one of your solutions, your Zap triggers specific document collection and creation processes.

What does this look like in practice? Consider the development and deployment of targeted marketing efforts. Using Salesforce, you’re collecting key customer data. Using Trello, you’re assigning tasks. Using Airblade, you’re enabling collaboration. OnTask with Zapier detects key events in these processes — such as new customer account creation — to trigger the creation and completion of relevant forms.

Effortless Integration

Ready to get started with OnTask on Zapier? Integration is easy. Head to your Zapier account, then go to “My Apps.” Click on “Connect a new account,” search for OnTask, and enter your Group API. This lets your team use whatever applications they need, whenever they need them, to streamline document and process workflows. Take advantage of preconfigured Zaps with highly-used integrations to get off the ground ASAP. Some of our top used preconfigured Zaps are: Trello, Box, Slack, Gmail, Google Sheets, Airtable, Hubspot, and Stripe.

Any questions? Contact us to get assistance or connect you with a OnTask certified Zapier Expert.

Zapier integration with OnTask

Zapier- Connect your apps and automate workflows

Zapier allows you to instantly connect OnTask with 2,000+ apps to automate your documents and forms. When important events happen in one of your solutions, Zapier can be configured to use this as a trigger and begin an instance of your workflow template. OnTask connects with Zapier at the group level so your teams can connect to whichever applications they need for their business processes.

How to allow Zapier to access your OnTask account?

  1. Log in to your [Zapier account](https://zapier.com/sign-up) or create a new account.
  2. Navigate to “My Apps”.
  3. Now click on “Connect a new account…” and search for “OnTask”
  4. Enter your OnTask Group API (your access token generated at the group level in OnTask)

How to configure group access

Your OnTask users can be invited to each group and set as a member or group admin. The Group Admin role will be able to generate the Token to permit Zapier to access the workflow templates, select a template, and retrieve the fields for easy mapping.

For help adding or removing group members click here.

Add Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to create an access token for
  4. Click ACCESS TOKENS.
  5. Choose a name for this connection to Zapier
  6. Choose the permission level
  7. Click GENERATE TOKEN
  8. Copy the token to your clipboard by clicking the copy icon or use shortcut keys on your keyboard
 

Revoke Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to add a member.
  4. Click ACCESS TOKENS.
  5. Click REVOKE

 

Using webhooks

This topic provides information about webhooks in the following sections:

Webhooks Overview

Webhooks allow you to build integrations into your workflows which subscribe to your workflow webhook event tasks. When a webhook event task is hit during a workflow, we’ll send an HTTP POST payload to the webhook’s configured URL that contains all the workflow variables at that point in time.

Webhooks can be configured at the organization level by an organization admin or organization owner. Once the configuration is complete, you can add webhook tasks to your workflow, and the webhook will be triggered each time the workflow is run and the webhook event is hit.

Webhook Payload

Each payload from a workflow webhook event will have a similar payload that contains a timestamp, and the workflow variables (anything with a property name that is not a document, the workflow initiator name, and the workflow initiator email) for a specific instance.

Delivery Headers

HTTP POST payloads that are delivered to your webhook’s configured URL endpoint may contain special headers.

Header Description
content-type Indicates the media type of the resource. Will always be “application/json” for these requests.
ontask-signature The HMAC hex digest of the response body. This header will be sent if the webhook is configured with a secret. The HMAC hex digest is generated using the SHA-256 hash function and the secret as the HMAC key.

Response JSON

{
     "timestamp":"2019-12-17T02:23:56+00:00",
     "wfVariables":{
          "accusoft_solutions_workflowInitiator":"test@test.com",
          "First_Name":"Joe",
          "accusoft_solutions_workflowInitiatorName":"Joe Test"
     }
}

Configuring Webhooks

To use webhooks in your OnTask workflow, the first thing you need to do is configure one in the account section. Organization owners and organization admins will be able to access the Third Party Integrations page to add a webhook connection.

To configure a webhook connection:

  1. In the Third Party Integrations page, select Webhook from the Add new integration dropdown. Webhooks require a few configuration options before you can make use of them. We’ll go through each of these settings next.
  2. Webhook Name: This is a custom name that you give your webhook connection so that you are able to identify it when adding it to a workflow.
  3. Webhook URL: This is the URL of the server that will receive the webhook POST requests. It must be configured to start with https:// or  http://.
  4. Optional Webhook Secret: Setting a webhook secret allows you to ensure that POST requests sent to the payload URL are from OnTask. When you set a secret, you’ll receive the ontask-signature header in the webhook POST request. See the section Securing Your Webhooks for more information.

Adding Webhooks To Your Workflows

To add a webhook event task to your workflow:

  1. Open the add task selector, go to the Send and Save tab, and click webhook. Everyone who has permissions to build workflows will be able to add webhook tasks.
  2. Once you add a webhook task, you will see a right side panel with configuration options.
    • If you do not have any webhook connections configured yet, depending on your permissions, you will either see a link to take you to the account section to configure one, or you will see a message that you need to contact an organization owner or administrator to configure a webhook.
    • If you do have at least one webhook connection already configured:
      1. Select the webhook connection you would like to send the request to from the dropdown menu.
      2. Use the toggle to choose whether or not to cancel a workflow on a webhook failure. When we send the POST request to a webhook URL, OnTask will try to send the data 3 times before failing the request. By default, if a failure occurs the workflow will still continue on to the next step. If you would like the workflow to fail instead and stop proceeding, switch the toggle on.
  3. Once you have those options configured, you may add any other steps to your workflow as needed before you publish and run it.

Securing Your Webhooks

Once your server is configured to receive payloads, it’ll listen for any payload sent to the endpoint you configured. For security reasons, you probably want to limit requests to those coming from OnTask. The best way to do this is to set up a secret token and validate the information.

Setting Your Secret Token

You will need to set up your secret token when you configure your webhook in OnTask, as well as on your server. When creating your secret token, we recommend using a random string with high entropy. After entering it in the webhook configuration step in OnTask, you should create an environment variable on your server that stores this token; this can be as simple as running:

export SECRET_TOKEN=your_token

We never recommend hard-coding your secret token into your app.

Validating Payloads from OnTask

When you have a secret token configured, OnTask will use it to create a hash signature with each payload. This hash signature is passed along with each request in the headers as ontask-signature. The code snippet below demonstrates a basic server listening for webhook requests with a secret configured. The goal is to compute a hash using your SECRET_TOKEN, and ensure that the hash from OnTask matches. OnTask uses a SHA-256 HMAC base64 digest to compute the hash, so you could do something like this on your server:

const express = require('express');
const crypto = require('crypto');
const app = express();
const bodyParser = require('body-parser');
const mySecret = ENV['SECRET_TOKEN'];
const createComparisonSignature = (reqBody) => {
     const hmac = crypto.createHmac('sha256', mySecret);
     return hmac.update(JSON.stringify(reqBody)).digest('base64');
}
const compareSignatures = (signature, comparisonSignature) => {
     const source = Buffer.from(signature);
     const comparison = Buffer.from(comparisonSignature);
     return crypto.timingSafeEqual(source, comparison);
}
app.post('/webhookTest', bodyParser.json(), (req, res) => {
     // Extract the OnTask Generated HMAC Signature from the incoming headers
     const signature = req.headers['ontask-signature'];
     // Generate a comparison HMAC signature locally using your secret and the incoming request body
     const comparisonSignature = createComparisonSignature(req.body);
     if (!compareSignatures(signature, comparisonSignature)) {
          return res.status(401).send('Mismatched signatures');
     } else {
          return res.sendStatus(200);
     }
});
app.listen(3000, () => console.log('Example app listening'));

Reference

Portions of this article were excerpted from https://developer.github.com/webhooks/.

Business Process Automation: Why “Good Enough” Won’t Cut It

Workplace stress is on the rise. As noted by Forbes, managers are more stressed than ever. The majority feel they don’t have enough time to complete critical work and leaders from all corporate levels say they lack control over critical business processes. Not surprisingly, process stress starts at the top and rolls downhill, with staff working under stressed managers 62 percent more likely to consider leaving their job and 49 percent less likely to go above and beyond.

The result is a paradox: Paper-based, cumbersome business processes create more stress for staff but are often “good enough” to complete critical tasks. While making changes would relieve the pressure, most managers are too busy (and too stressed) to risk upsetting the status quo. The solution? Business process automation with OnTask.

Stressed to Impress

According to Data Economy, 76 percent of businesses say they’re frustrated by data trapped in legacy systems that make it difficult, if not impossible, to share information across departments or leverage it in the cloud.

On the surface, there’s a simple solution: Implement better alternatives. But the same legacy systems that create stress for managers and employees also underpin critical processes across the enterprise to create a self-sustaining stress cycle. Legacy solutions are “good enough” to get the job done, but never do it well. Implementing change is always on the radar, but never makes the cut because organizations don’t have time to deal with resource-intensive implementation or complicated adoption processes.

The Process Paradox

Consider one of the most common and frustrating processes undertaken by organizations, onboarding.

As noted by HR Technologist, 64 percent of survey respondents said an effective onboarding process helped boost their commitment to new employers, but almost half of starting staff members described the process as “negative.” This is not surprising since 66 percent of companies are still using paper processes and 27 percent take a month or more to fully complete onboarding.

This is why “good enough” isn’t enough. When companies try to unify HR requirements such as start date, benefits, and working space with other departments, things get messy. The finance department needs details to start payroll setup and spending accounts, but IT is also a priority for hardware, software, email, active directory, and access configuration set up. Naturally, this process leads to a fragmented experience for new hires and a frustrating one for managers.

OnTask empowers companies to go with the flow. Our SaaS platform virtually eliminates paperwork and streamlines business workflows to make your team more productive.

Moving Beyond Menial

The biggest problem with “good enough” business processes? Critical dependencies. What happens if key employees quit or paid time off (PTO) requests impact the availability of trained staff? The result is a patchwork of menial task management. Handling the interdependent parts of legacy processes leaves little room for strategic thinking or long-term goal setting.

OnTask lets companies move beyond menial tasks by:

  • Standardize Your Workflow— Easily map, replicate, and update your business processes with an intuitive, no-code workflow tool.
  • Collect Data — Gain insight faster with accurate data collection and mobile-friendly web forms.
  • Populate Documents and Forms — Populate documents with ease from web forms, databases, and other systems.

The End of Good Enough

When it comes down to it, good enough just isn’t adequate. Legacy processes can’t keep pace with increasingly complex workflows, resulting in more stress for staff and less time for business innovation. Ready to eliminate document chaos and empower every department? Schedule a demo today.

Automating High-Volume, Low Complexity Tasks

As the manager of a growing sales team at ImagiCorp, Tina receives a lot of approval requests for a bunch of different reasons. She gets asked for discount approvals, travel requests, and infrequent calls for specialized payment or contract terms. Many of those approvals can be handled with a simple email confirmation, while others require her signature.

Not only does Tina get the original approval request, but she’ll often get a follow-up message on Slack, or a phone call and email. Her team has become really accustomed to quick response times. As quarter-end or year-end draws near, those expectations seem unrealistic.

That’s why Tina is so relieved her company has decided to extend their CRM and HR applications with OnTask, a business process automation (BPA) solution. The timing couldn’t be better, as Tina just hired three pre-sales engineers to her team, who will be starting after she returns from vacation. HR will be handling the onboarding paperwork, but they’ll need her approvals while she’s away.

Does this scenario seem familiar?

In our digital age, businesses and organizations across all industries are striving to automate high-volume, low complexity tasks to operate more efficiently and reduce cost. Business process automation goes beyond just saving time. It can also:

  • Reduce human error by eliminating redundant data entry
  • Ensure consistent customer experiences
  • Be configured to ensure regulatory compliance requirements
  • Prevent bottlenecks with automated alerts and status updates

Digital transformation and cloud-based BPA solutions enable executives and their teams to work efficiently wherever they may be, whether it’s at a customer site, conference, or home office. With a solution like this, it doesn’t matter that Tina is on vacation, she’ll be able to approve the onboarding documents wherever she may be.

BPA solutions like OnTask are responsive and empower signing authorities to approve contracts, expense reports, or other process documents on the device which is close at hand. Your employees won’t need to call or text you to confirm you received their request, they can view it on their personal dashboard. All they have to do is give you a digital nudge if a request is urgent.

Not All Contracts and Documents Are Created Equal

Tina’s team committed to adopting electronic signatures going forward, yet they’re storing some paper contracts which are signed with wet ink. Tina and her colleague in finance want to convert their physical contracts to searchable PDFs, then apply similar workflow logic as those which were born digital.

Fortunately, OnTask enables users to scan paper contracts and apply the same rules which govern electronic documents like PDFs. In Tina’s case, they store their documents in Microsoft SharePoint. Their IT team was happy to see OnTask could work with SharePoint as an external repository.

Digital documents and contracts like Statements of Work, (especially in formats like Microsoft Word) often go through multiple versions and modifications by both parties before they are signed off. If a term is modified during negotiations and track changes have been turned off, ImagiCorp could be on the hook to deliver on the modified terms if they aren’t discovered before signoff.

OnTask tracks each task in the lifecycle and who’s participated, mitigating risk and building trust. Tina appreciates that mistakes are made during negotiations, but OnTask helps her highlight changes which might otherwise cause her services team headaches down the road.

ImagiCorp business processes – such as quotes, business expenses, invoices, and purchase requisitions – are all closely tied to a standard form. Business process management enables organizations to use a templated form for these transactions and to associate those forms with a designated workflow within OnTask.

Mapping Out Digital Workflows with Minimal to No Code

Mirroring real-world business processes in the digital realm used to involve a lot of custom coding across multiple business applications. OnTask provides non-technical users like Tina a graphical workflow design interface. This enables business executives or analysts to plot out branches and milestones along the business process. Just in case there is an organizational change at ImagiCorp or a one-off change from business-as-usual.

You don’t have to add unnecessary IT overhead and complexity with a solution which requires extensive development expertise. OnTask offers innovative ways to design workflows with no code required. Are you looking to increase efficiencies and reduce cost by extending your core business applications with BPA?

Contact the OnTask sales team for a custom demonstration on how digital workflows can optimize your document-centric processes.

Purchase Order Automation: Sending, Receiving, and Tracking PO’s With Ease

Automation is now being used in various industries to reduce inefficiencies and put day-to-day tasks, like handling purchase orders (POs), on auto-pilot. Automation enables the removal of manual processes that make sending, receiving, and tracking POs time-consuming and inefficient. This saves your business valuable time and money, and who wouldn’t want that? Automating POs increases your bottom line and enhances buyer/seller relationships—here’s how.

Go paperless. When your business goes paperless, you’re cutting your carbon footprint and helping the environment. Besides helping you and your team feel better about your global impact, going paperless helps convey a brand image of corporate social responsibility (CSR). According to a study, 8 in 10 consumers expect businesses to continue improving their CSR efforts and almost two-thirds believe businesses should take the lead to drive social and environmental change in the future.

Beyond being environmentally-friendly, going paperless can bring significant cost and time savings. Hard-copy PO processes require a constant supply of printing materials (like the paper itself, ink, and stamps), as well as arrangements with a postal service. They also require manual processing, which means your employees are spending time drafting, printing, and mailing statements month after month. Automating electronic statements can help your business cut back on these recurring expenses and personnel costs, and free up your team’s time so they can focus on higher-return ventures, like acquiring new customers and assisting current ones.

Increase visibility. With automated workflows, buyers and suppliers can both have simple access to pending POs and invoices. When you digitize these processes, it becomes possible to create, edit, and collaborate on purchase orders easily, with permission-based access based on each individual’s role so nothing gets lost or overwritten by mistake.

Buyers and sellers are able to view the status of POs, send reminders for payment, and give confirmation of completion, all on one secure platform. Say goodbye to endless chains of emails, downtime between responses, searching through endless stacks of paper, and inaccurate statements—and hello to centralized access that allows everyone to be on the same page.

Maximize efficiency. Less back and forth means POs and invoices can be completed faster than ever before. This reduces stress on both buyers and sellers, ultimately helping the supply chain of both businesses run smoothly.

In paper processes, once a PO is acknowledged and converted into an accurate invoice, it takes an average time of 15 days to process this paper statement. With automation, POs can be fulfilled and invoices can be paid almost immediately, from any location. Even if approval is needed from management or accounting, secure and legally-binding digital signatures can be acquired without ever leaving the platform. Keeping the process continuously moving and always knowing the status of your POs and invoices allows you to conduct your business with confidence.

 

* * *

 

Make sending, receiving, and tracking PO’s less messy and more efficient with automation. Whether you’re ready to get started automating now, or have additional questions, we’re here to chat about possible solutions for your business.

Automation Haters Gonna Hate. Prove Them Wrong.

Selling online is no longer the sole domain of consumer brands. In fact, 68% of B2B buyers now purchase goods online. So using an online, automated platform will put your business in this essential space. When you can customize a workflow that fits your team’s needs, everyone wins.

Some businesses are hesitant to get on board with automation—this may be because they don’t have the available resources, are skeptical of the benefits, or aren’t sure how to implement automation in their organization. Haters gonna hate, but you’re better off if you automate. Here’s how eProcurement is taking over the industry:

Your work, your flowchart. eProcurement, or the B2B requisitioning, ordering, and purchasing of goods and services via the internet, allows each individual team to customize a workflow that suits them. Forget long chains of emails that clog up your inbox. Start utilizing a system that’s built just for you. Check boxes and get approval with solutions that streamline the whole process.

Take more of your time back. When you’re not waiting for emails and creating PO processes from scratch, you’re making your business better. Studies have found that only 39% of the average employee’s workday is spent completing tasks within their actual job description. You can thank busywork like sending emails, searching through endless stacks of documents, and completing minor tasks for wasting valuable time and resources. Statistically, companies lose 20-30% of their annual revenue to inefficiencies like this. Spend more of your time on what matters, and let automation handle the rest.

Accuracy is everything. eProcurement can help your businesses eliminate errors, paperwork, and rework. Get it right the first time by breaking down communication barriers and following a process everyone will benefit from. Time is money, and when you’re spending time correcting errors, you’re wasting it.

Buyers want visibility and control. If your business offers this with automation, you’re one step ahead. When projects go over budget, it’s often not caught until the billing stage, and by then it’s too late to make any changes in the process. According to an Aberdeen Group study, companies that move to electronic procurement reduced off contract spend by 64%. Catch liabilities like this early by using a platform that puts everyone on the same page. Not only will it help build a stronger relationship with your buyers, it will also give your business a sense of credibility that shouldn’t be underestimated.

Show the haters what they’re missing and get started on your eProcurement journey. Our process automation specialists at OnTask are here to help your business succeed.

Life After the Contract: How Automation Enhances Ongoing Vendor Relationships

Congratulations! Your business has just used contract automation to secure a new vendor relationship. You may think automation’s role is over, but the curtain hasn’t closed on automation yet. Take your automation beyond the initial contract to improve your relationship with vendors. Here’s three ways how.

Communication made simple. Automation can continuously be used to foster communication and make collaboration possible, especially when you and your vendor aren’t able to have face-to-face conversations every time a question comes up. This makes completing a project or making a decision that requires multiple rounds of input and approvals fast and efficient. Instead of sending emails, drafts, and edits back and forth, both parties can access and make changes to a live document. This saves valuable time, resources, and money—which means more profits and less stress for you and your vendor.

Manage orders and invoices with ease. Document automation uncomplicates the process of sending and managing orders and invoices between parties. Instead of your employees having to manually place orders, pay invoices, and send reminders or confirmation emails, automation can put those processes on auto-pilot. When your employees have less clerical tasks and paperwork to do, they can focus more on selling and assisting customers. With automated workflows, you can automatically place recurring orders and pay invoices securely, ensuring no important documents are lost in a pile of paperwork, given to the wrong vendor, or distributed at the wrong time.

Renegotiate and renew. The business environment, economic conditions, and individual procurement needs are continuously evolving. It’s essential to keep things up to date and renegotiate terms when something isn’t running smoothly. When it comes time to renegotiate or renew your vendor agreement, take control of the process with contract automation. Full visibility, audit trails, and automated reminders are available all on one secure platform. Both parties can make edits in real-time and give their legally-binding signatures when ready. When you and your vendor can both be transparent about your needs, it’ll keep your partnership strong and moving in the right direction.

* * *

Now that you’re aware of how automation can improve your vendor relationships beyond just acquiring that first signature, both parties can be proactive rather than reactive when it comes to setting expectations. Ready to get started? Need more guidance? Ask us more.

Give Your Business Operations a Boost: Scaling with Automation

Small businesses may believe that the benefits of automation are unnecessary at their size. But regardless of the number of employees or amount of revenue a company has, automation can always be used to build out processes — and it’s scalable along with a company’s growth. We’ve compiled a list of four major ways automation can help give business operations a boost, pushing small-to-medium businesses (SMBs) to achieve their desired growth.

 

  1. Optimize efficiency of day-to-day workflows

For SMBs, having fewer people on staff likely means that all employees wear multiple hats and work at a fast pace. This can lead to oversights and mistakes, like sending the wrong version of a sales proposal to a client or losing track of edits on a project. With workflow software, these day-to-day processes can essentially be put on autopilot. With automatic reminders and emails, employees will never lose sight of where they are. And when businesses already have processes in place that have been tested and proven to run smoothly, it makes times of evolution and high growth less chaotic. SMBs that have taken advantage of automation on a smaller scale will be ready with an effective system that can develop as the company does.

 

  1. Attract, onboard, and retain top talent with ease

A company grows in the right direction when a team of skilled employees is passionate about pushing the company forward. HR automation streamlines various aspects of the hiring and onboarding processes so companies can get the most qualified candidates. It collects job applications, sends out offer letters, helps get contracts signed, distributes employee handbooks and policies, and streamlines payroll. Putting these automated processes in place early allows small businesses to build a talented staff from the get-go and keep them in-house with less effort.

 

  1. Get documents signed faster

Getting a new client is exciting (and essential to stay in business and to grow). What’s not so exciting is the seemingly endless paperwork, edits, and signatures needed to close the deal. With document automation, end-to-end visibility of contracts is possible. Clients are able to get the right version of a quote, proposal, contract, or agreement routed to them quickly with the most up-to-date edits. This creates a more positive customer experience, making them likely to come back for more business or refer the company to others, which creates organic growth for SMBs. As a company’s client base grows, it becomes even more important to have these processes streamlined for quicker turnaround. When small businesses are able to spend less time on paperwork, they have more time to build client relationships and onboard new customers, increasing overall revenue and accelerating growth.

 

  1. Make time for more profitable ventures

Working smarter, not harder, is possible with workflow management. By identifying repeatable processes and automating them—like chasing down the latest signed version of a contract or following up with a coworker to see their progress—busywork can be drastically minimized. This newfound time allows employees’ focus to shift to more productive, higher margin ventures. It also enables them to collaborate more effectively and build their own configurable workflow solutions. When SMBs can allocate time and resources to core business tasks rather than menial tasks, key milestones are achieved faster. As a company continues to grow, automation makes it possible to keep focusing on the future rather than getting bogged down with tasks that don’t generate profit.

 

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For small businesses, finding a way to streamline daily operations, while looking towards the future, can be tricky. With automation, it’s possible to put processes in place that make today easier while also promising a better tomorrow. SMBs are able, while they grow, to scale automated processes more efficiently than ever before. Don’t believe it? Ask us.