Process Mapping and Automation – Better Together 

Process Mapping and Automation – Better Together 

Process Mapping and Automation – Better Together 

A lot of businesses approach us with a single platform requirement.

Maybe they’re looking for process mapping software because don’t have clear or well documented processes in place. Or maybe they’re looking for automation because they’re having problems with delays, productivity and compliance.

Typically, they aren’t looking for a solution that does both.

One of the reasons for this is that it’s rare that a platform offers both – Flowingly does because we have seen first-hand the impact strong processes can have on the success of workflow automation and the power workflow automation can bring to mapped processes.

So why do you need process mapping?

A company needs to have their processes clearly mapped out for their employees to avoid chaos and ensure compliance. The more structured a company’s processes, the better their teams will work and the easier it will be to scale.

Without a clear process map for employees to follow, it becomes increasingly difficult to properly manage projects from start to finish. There might be information sitting in massive email chains, on stray pieces of paper or worse – in somebody’s head. If that person leaves, where does that leave the process?

By mapping and clearly defining your organization’s processes you can ensure consistency across the business – so even a new employee understands how a task or project is completed from start to end.

Okay, so maybe you’re thinking process mapping makes sense but automation seems intensive or time-consuming.

The combination of workflow automation and process mapping provides organizations with a greater level of insight into not just their processes, but how their processes are running.

Just because a process is mapped doesn’t mean it’s being followed. With automation, you can ensure it is and if it isn’t, you can understand why.

Process maps help show the relationship between different tasks and help communicate the steps required in each process, who is responsible for what and the requirements of the tasks. Workflow automation comes in and helps ensure that each task is completed on time and accurately.

The combination of these two tools is the key to process excellence for many organizations and can help significantly improve process efficiency without dramatically increasing costs or resource.

Alright, so why Flowingly?

There are great process mapping platforms. There are also great workflow automation platforms. There aren’t many platforms that do both.

This means you might find an incredible tool where your business teams build processes but when it comes to automating them you’ve got to basically hand them over to your developers to translate and build them all over again in a different tool. Or maybe you’ve found an incredible workflow tool but have no idea where to start when it comes to mapping out your processes.

An automated workflow is only as strong as the process it’s built against.

With Flowingly you’ve got both tools built-in, meaning you can rapidly map out a process right off the bat and automate it with a click. Just like that. No developers, no platform switching.

While many of those businesses who approach us come to us in need of either a process mapping or workflow automation tool, more often than not they’re really looking for both.

True digital transformation comes when process improvement and process excellence is felt organization-wide, with businesses actively caring about the experience of their staff and customers.

Book a demo and see Flowingly process mapping and workflow automation for yourself. 👇


Find articles covering all your workflow needs. From creating better processes to change management.

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Overview – 2021 R5

Overview – 2021 R5

Overview – 2021 R5

Just when we thought our developers were done for the year, they pulled a last release out of the bag.

And it’s a good one.

We wanted to focus on user experience features for this release, getting stuck into some of our most highly requested features.

Also, big shoutout to our awesome customers for helping us continuously improve the product with their feedback. 🤙

NEW – Pull variables into email subject lines

Nobody likes receiving emails. Receiving a bunch of emails with the same subject line? Even worse.

That’s why we’ve added the ability to pull values from previous steps into customisable subject lines.

Want to include the customer or employee name? Done. How about their address? Done.

You can now include almost every step field in the email subject line, including values from short text, dropdown list, option list, currency, email, number, date, date time and lookup fields.

NEW – Start flows from your library

Have you ever been in the library page of your Flowingly account and thought “wow, I’d love to be able to start a flow from here?”

Well, now you can.

Alongside the classic permissions, edit, clone and delete icons you’ll now find the start icon in your library under Actions.

NEW – Drag and drop file uploads

Yes, you read that right. We’ve brought in the ability to drag and drop files in both the file upload and attach document step fields.

While it may not seem like the most ground-breaking feature we’ve implemented, it’s a feature that has been highly requested and one that will hugely impact your day-to-day experience in Flowingly.

Now when you need to attach a file you can drag it from anywhere on your computer. Your desktop, your downloads, anywhere really.

With drag and drop, uploads have never been faster, or easier.

NEW – Approval notifications

Ever wanted to receive a specific email notification when an approval has been assigned to you?

Currently, when a step is assigned to you, you’ll receive the same notification for steps and approvals.

We’ve updated approvals to have specific notifications for approval steps.

Making it easier for your people to identify what is required of them. More working, less searching.

To see how you could cut admin and waste out of your processes, get a trial today!

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