Two Automation Questions

ProcessPlan has the ability to automate many things. You can automate emails, task responses, filling in process fields, calculations, updating other system, etc. You can find automation opportunities in most processes. Here are a couple things we consider when looking for automation opportunities:

  1. Is this action repeatable?

  2. Is this action tied to a process event?

These two questions will point you to things that you can automate in your processes. ProcessPlan has a plethora of automation triggers and actions to choose from and the ProcessPlan team is here to help. Happy automating!

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