Workflows are a great way to streamline your business. They help you analyze your processes and identify areas that can be automated. This can free your sales team to find new customers, and your customer care associates to address customer issues.
A workflow is a series of activities or tasks that occur in a certain order. It is a set of procedures that enables you to ensure that your important processes are completed properly.
For example, you may want to set up a time off request process. In this case, you'll send the request through email. The goal of the request is to get approval for a specific number of days off. But this can be a tedious process.
If you're already using G Suite, you can use a Workflow app to automate your processes. These apps can be used to send automated notifications and add your employees to HR systems. And with Google's APIs, you can connect these tools to a number of public and private cloud services.
If you're a new user, you might be confused about how to set up your workflows. One of the easiest ways to start is by importing your contacts into Google. You can then pull in these contacts into a folder in Drive and then create a workflow.
Using a workflow allows you to set up custom messages and due dates for each document, and you can also define parallel steps. The number of workflow steps will depend on the complexity of the document. There are also options for adding comments to your documents.