Glossary

Workflow Automation

Setting up a repeated business task, like data entry or follow-up emails, to happen automatically instead of by hand every time.

Workflow automation replaces a repetitive manual task with a system that runs it automatically. A common example is a new lead automatically getting added to a CRM, assigned to a salesperson, and sent a welcome email, all without anyone typing it in by hand. It’s often the first thing a business automates before adding a full AI agent on top.

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