Unlock Efficiency & Productivity with Workflow Automation

Is your call center team bogged down by repetitive, mundane busywork? Recent advancements in business technologies have made it possible to automate much of the mind-numbing work agents have to deal with on a day-to-day basis.

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How Does Workflow Automation Work?

Workflow Automation allows you to create and streamline custom workflows to automate manual or repetitive tasks. Automations like these can help your business save time and preserve resources. 

Here are some common automation scenarios: 

  • Automatic follow-up via SMS after finished inbound/outbound calls with a specific tag; 
  • Slack message notification after receiving SMS;
  • Ticket created in the helpdesk system when an agent can’t reach the customer;
  • Speech-to-text transcription is logged into your CRM system after an agent finishes the inbound/outbound call with a customer or prospect;
  • SMS with follow-up sent automatically when a prospect or customer is not reached by an agent; 
  • Ticket created in the helpdesk system when there’s a missed call/voicemail in your contact center;
  • Exported call details into the chosen system (CRM, helpdesk, eCommerce, communication, Business Intelligence, etc.).

What can workflow automation do for you?

Support Efficiency

Workflow automation takes care of manual and repetitive tasks, allowing businesses to work faster and with fewer resources.

Boost Productivity

This feature helps you to cut down on mistakes and reduce the need for manual intervention, so your team can focus on more important tasks.

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Save on Costs

It can also help businesses save money on labor costs by eliminating the need to purchase additional hardware and software.


Improve Accuracy

Automation ensures that tasks are completed accurately, helping to improve consistency and reduce errors.

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with CloudTalk

[CloudTalk’s] workflow automation has allowed us to create triggers in Slack to alert us about inbound calls, who is calling, which agent answered the call, etc.

G2 Reviewer


What is Workflow Automation?

Workflow automation involves the utilization of software to execute certain tasks and activities, without requiring human intervention. This tool facilitates quicker, more convenient, and standardized work. Automation of workflows minimizes manual labor and repetitive busywork, allowing companies to operate more efficiently.

Why use Workflow Automation?

Workflow automation helps organizations streamline their processes, reduce manual work, and improve efficiency. By automating workflows, organizations can save time, reduce errors, and improve collaboration and communication among team members.

Read more about the reasons behind and benefits of automation.

How does workflow automation help CRM systems run smoothly?

Workflow automation can help CRM (Customer Relationship Management) systems by automating tasks such as lead generation, lead nurturing, customer support, and sales processes. This can help organizations save time and improve the customer experience, resulting in increased customer satisfaction and loyalty.

What are Workflow Automation tools?

Workflow automation tools are software applications that help organizations automate their workflows. These tools can automate repetitive and manual tasks, manage approvals, and provide real-time visibility into the status of workflows. Here’s how you create effective workflows.

How do we achieve workflow automation in an e-business environment?

To achieve workflow automation in an e-business environment, organizations can use workflow automation tools and software applications that integrate with their existing e-business systems. They can also analyze their current workflows, identify areas that can be automated, and develop new workflows that are optimized for automation. Additionally, organizations can train their employees to use these tools effectively and continuously monitor and optimize their workflows to ensure they remain efficient and effective.

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