{"id":21581,"date":"2022-05-17T13:56:52","date_gmt":"2022-05-17T13:56:52","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=21581"},"modified":"2025-09-10T06:34:41","modified_gmt":"2025-09-10T06:34:41","slug":"workflow-automation-explained","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/","title":{"rendered":"Workflow Automation Explained (with stats + examples + best tools)"},"content":{"rendered":"<p>Repetitive manual tasks are the bane of every employee, wouldn&#8217;t you agree?<\/p>\n<p>It&#8217;s something that can put even your best employees to sleep, and ends up wasting precious time and energy.<\/p>\n<figure style=\"width: 480px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/PjTkXVXx72KiCMN9W2\/giphy.gif\" alt=\"\" width=\"480\" height=\"270\"><figcaption class=\"wp-caption-text\"><em>Source: <a href=\"https:\/\/media.giphy.com\/media\/PjTkXVXx72KiCMN9W2\/giphy.gif\">Giphy<\/a><\/em><\/figcaption><\/figure>\n<p>This is where workflow automation comes in. And once you get started down this path, there&#8217;s no going back. But first, what exactly is workflow automation?<\/p>\n<p>We&#8217;re glad you asked.<\/p>\n<p><strong>Workflow automation is the design, execution, and automation of tasks based on your workflow, which are automatically routed between people, technology, and data on the basis of certain pre-defined business rules.<\/strong><\/p>\n<p>Using a good workflow automation software, you&#8217;ll be able to save time and energy. Not only that, it drastically reduces the chances of human error, and boosts business productivity.<\/p>\n<p>There are several more <a href=\"https:\/\/www.engagebay.com\/blog\/advantages-workflow-automation\/\">benefits<\/a> to workflow automation.<\/p>\n<p><strong>In this blog, we look at:<\/strong><\/p>\n<ul>\n<li>Manual tasks that can be automated<\/li>\n<li>Where you can use workflow automation tools in your company<\/li>\n<li>5 steps to building an automated workflow<\/li>\n<li>6 great tools to build automated workflows for your business<\/li>\n<\/ul>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#How_much_time_is_currently_going_into_manual_tasks_that_can_be_automated\" >How much time is currently going into manual tasks that can be automated?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Some_workflow_automation_stats\" >Some workflow automation stats<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Example_scenario_of_workflow_automation\" >Example scenario of workflow automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Do_I_have_to_be_a_developer_to_use_workflow_automation\" >Do I have to be a developer to use workflow automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#How_are_administrators_and_managers_currently_using_workflow_automation_tools\" >How are administrators and managers currently using workflow automation tools?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Workflow_automation_examples\" >Workflow automation examples<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Marketing_workflow_automation\" >Marketing workflow automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Operations_workflow_automation\" >Operations workflow automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Human_Resources_workflow_automation\" >Human Resources workflow automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Sales_workflow_automation\" >Sales workflow automation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#How_to_build_an_automated_workflow_using_workflow_automation_software\" >How to build an automated workflow using workflow automation software?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#1_Identify_inefficient_processes\" >1. Identify inefficient processes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#_2_Define_your_goals\" >&nbsp;2. Define your goals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#_3_Train_your_team\" >&nbsp;3. Train your team<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#4_Design_your_workflow\" >4. Design your workflow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#_5_Define_measurable_KPIs\" >&nbsp;5. Define measurable KPIs<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#6_great_tools_to_build_automation_workflow_for_your_business\" >6 great tools to build automation workflow for your business<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#1_EngageBay\" >#1. EngageBay<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#2_Microsoft_Power_Automate\" >#2. Microsoft Power Automate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#3_Kissflow\" >#3. Kissflow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#4_Comidor\" >#4. Comidor<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#5_Omnisend\" >#5. Omnisend<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#6_Nintex\" >#6. Nintex<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<p><strong>Here&#8217;s a caveat on what workflow automation is not.<\/strong><\/p>\n<p>Workflow automation is <strong>not<\/strong> the same as <a href=\"https:\/\/standardbots.com\/blog\/robotic-automation-solutions\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">robotic process automation<\/a>. Both workflow automation and RPA are crucial tools for automating a business process. That&#8217;s where their similarities end.<\/p>\n<p>Workflow automation focuses on automating the flow of work over several activities.<\/p>\n<p>A robotic process automation tool mimics your keystrokes and clicks to automate one particular task.<\/p>\n<p>RPA, when paired with AI, can be a very strong tool to automate certain tasks. You can make use of RPA within your workflow automation to get the best results.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_much_time_is_currently_going_into_manual_tasks_that_can_be_automated\"><\/span>How much time is currently going into manual tasks that can be automated?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you are considering automating your workflow, this is the first and most important question to ask.<\/p>\n<p><strong>According to a <a href=\"https:\/\/www.mckinsey.com\/featured-insights\/future-of-work\/jobs-lost-jobs-gained-what-the-future-of-work-will-mean-for-jobs-skills-and-wages#part1\">McKinsey report,<\/a> only 5% of all job positions can become fully automated. <\/strong>This makes a lot of sense.<\/p>\n<p>We aren&#8217;t trying to replace your loyal employee with a workflow automation software, after all. <strong>The same McKinsey report found that in 60% of all occupations, one-third of the constituent activities can be automated.<\/strong><\/p>\n<figure id=\"attachment_20877\" aria-describedby=\"caption-attachment-20877\" style=\"width: 1000px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-20877\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/business-automation.png\" alt=\"business-automation-types\" width=\"1000\" height=\"600\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/business-automation.png 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/business-automation-300x180.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/business-automation-768x461.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/business-automation-595xh.png 595w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><figcaption id=\"caption-attachment-20877\" class=\"wp-caption-text\"><em>EngageBay media<\/em><\/figcaption><\/figure>\n<p>Imagine the amount of revenue and time you can save by automating even one-third of the repetitive tasks that your employees do on a daily basis.<\/p>\n<p>The good news is that most employees are likely to see this level of automation in a positive way. They can see that it has the potential to make their lives and jobs easier.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Some_workflow_automation_stats\"><\/span>Some workflow automation stats<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>According to a <a href=\"https:\/\/www.smartsheet.com\/content-center\/product-news\/automation\/workers-waste-quarter-work-week-manual-repetitive-tasks#:~:text=In%20about%2060%20percent%20of,specific%20job%20could%20be%20automated.\">Smartsheet report on market automation<\/a>, <strong>70% of the workers surveyed said that the biggest opportunity in automation is the amount of time saved on manual tasks.<\/strong><\/p>\n<p>A <a href=\"https:\/\/www.business-standard.com\/article\/pti-stories\/employees-spend-over-3-hours-a-day-on-easily-automatable-tasks-study-120012100907_1.html\">survey by Automation Anywhere<\/a> also found that <strong>55% of employees surveyed said that they would leave a job if the manual administrative tasks are too much.<\/strong><\/p>\n<p>Automation can help to boost employee morale as well. Your competitors are probably already automating certain workflow processes, and it&#8217;s time you seriously invest in this area if you already haven&#8217;t.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Example_scenario_of_workflow_automation\"><\/span>Example scenario of workflow automation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let&#8217;s get into this more deeply with a workflow automation example.<\/p>\n<p>Take the persona of a marketing manager based in the US. They are likely to be an important player in the company, who is educated and well-compensated.<\/p>\n<p>This marketer is involved in driving sales through well-thought-out campaigns to meet business goals. It involves certain activities like reviewing competitor data to inform your pricing policies, generating estimates for the marketing budget, etc.<\/p>\n<figure id=\"attachment_22040\" aria-describedby=\"caption-attachment-22040\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-22040 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/Harvard-Marketer-Automated.png\" alt=\"Marketing task automation stats\" width=\"1024\" height=\"785\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/Harvard-Marketer-Automated.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/Harvard-Marketer-Automated-300x230.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/Harvard-Marketer-Automated-768x589.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/Harvard-Marketer-Automated-595xh.png 595w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-22040\" class=\"wp-caption-text\"><em>Source: Harvard Business Review<\/em><\/figcaption><\/figure>\n<p>Even for such a position, <a href=\"https:\/\/hbr.org\/2015\/12\/how-many-of-your-daily-tasks-could-be-automated\">Harvard Business Review<\/a> estimates that 13% of a marketing manager&#8217;s tasks can be automated, especially the tasks involving research data.<\/p>\n<p>This would free up a lot of time, and allow the marketer to invest their energy in high-value activities.<\/p>\n<p><strong>In the future, AI combined with automation may even be able to generate personalized content and offers for your customers, something even marketing managers can struggle with at times.<\/strong><\/p>\n<p>So, the key is to get really really clear about your existing workflow. This is the first step to creating automated workflows and eliminating inefficient processes.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/\">Read more: What is CRM Automation? Learn the Basics Here (Guide Blog)<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Do_I_have_to_be_a_developer_to_use_workflow_automation\"><\/span>Do I have to be a developer to use workflow automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The short answer to this: NO.<\/p>\n<figure style=\"width: 462px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"\" src=\"https:\/\/c.tenor.com\/PEK3FZQg7x4AAAAd\/bridgerton-eloise.gif\" alt=\"\" width=\"462\" height=\"277\"><figcaption class=\"wp-caption-text\"><em>via Tenor<\/em><\/figcaption><\/figure>\n<p><strong>You absolutely do not have to be a software developer or even a citizen developer to get started with an automated workflow solution. Most workflow automation software are easy and intuitive to use.<\/strong><\/p>\n<p>Most of these tools are created with a regular business user at the center. Your software is likely to have a drag-and-drop workflow builder. Of course, you can add more customizations to the product, either by yourself or by getting it customized by the brand that sells it.<\/p>\n<p>But coding knowledge is definitely not a pre-requisite for workflow automation.<\/p>\n<p>\ud83d\udc49<em>Supercharge your marketing campaigns with <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">17 expert-recommended automation workflows<\/a>! Don&#8217;t miss out! <\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_are_administrators_and_managers_currently_using_workflow_automation_tools\"><\/span>How are administrators and managers currently using workflow automation tools?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Whether you work in sales, customer service, or human resources, almost all workflows can be automated. It doesn&#8217;t really matter whether the workflow is simple or complex.<\/p>\n<p>An example would make this clearer.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workflow_automation_examples\"><\/span>Workflow automation examples<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let&#8217;s say as a marketing manager you need to get an approval for your budget changes from the finance team. With a good workflow automation system in place, this process can become streamlined and hassle-free.<\/p>\n<p>You fill out an online form for your budget and press send. This triggers a workflow automation that will get routed to the finance team for approval.<\/p>\n<p>Now, based on the amount you have requested, the workflow automation technology will route it to the right person. For example, if your request is $30,000 or less, it gets sent to the Finance Manager.<\/p>\n<p>If it is over $30,000, it goes directly to the CFO for approval. Once the request is approved, it gets automatically routed to your team to take actionable steps based on the new funding you have acquired.<\/p>\n<figure style=\"width: 480px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" src=\"https:\/\/media.giphy.com\/media\/53FQbrSFD8esiosxWq\/giphy.gif\" alt=\"\" width=\"480\" height=\"270\"><figcaption class=\"wp-caption-text\"><em>Via <a href=\"https:\/\/media.giphy.com\/media\/53FQbrSFD8esiosxWq\/giphy.gif\">Giphy<\/a><\/em><\/figcaption><\/figure>\n<p><strong>Let us look at other examples of how administrators and managers use workflow automation tools for different areas of business:<\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Marketing_workflow_automation\"><\/span>Marketing workflow automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Running drip email campaigns and scheduling them. This can be part of <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-small-businesses\/\">marketing automation<\/a> as well.<\/li>\n<li>Welcoming a new user to the company after they have subscribed<\/li>\n<li>Coordinating marketing tasks in real-time with teams across the world<\/li>\n<li>Scheduling social media posts as per your marketing calendar<\/li>\n<li>Reminding a customer to check out items if it has already been added to cart<\/li>\n<li>Automated scheduling of your newsletters to your mailing lists<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Operations_workflow_automation\"><\/span>Operations workflow automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Managing team permissions, especially for new team members<\/li>\n<li>Automatically compiling reports at the end of each quarter<\/li>\n<li>Simplified, automated invoice generation<\/li>\n<li>Instant task creation that can be monitored in real-time<\/li>\n<li>Better handling of incident reports within the company<\/li>\n<li>Automated vaccine certificate uploads for employees<\/li>\n<li>Gathering leads across various channels like apps and website visits<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Human_Resources_workflow_automation\"><\/span>Human Resources workflow automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Faster approval of leave requests and real-time updates<\/li>\n<li>Removing prospective candidates from the HR database if they have been inactive for a while<\/li>\n<li>Sending emails to rejected candidates after an interview<\/li>\n<li>Using <a href=\"https:\/\/www.peoplebox.ai\/ai-interview-lp\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">AI Interview Software<\/a> to personalize feedback and improve candidate experience<\/li>\n<li>Collecting employee feedback<\/li>\n<li>Automated emails for events happening in the company<\/li>\n<li>Better employee onboarding process<\/li>\n<li>Faster handling of expense claims by employees<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Sales_workflow_automation\"><\/span>Sales workflow automation<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Automatically moving a lead along the pipeline triggered by certain actions<\/li>\n<li>Reminders for your sales team before meetings<\/li>\n<li>Faster lead generation and nurturing<\/li>\n<li>Personalizing all communication with prospects from the start<\/li>\n<li>Real-time updates on the status of pending deals<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.engagebay.com\/\"><img decoding=\"async\" class=\"aligncenter wp-image-5457 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage.png\" alt=\"marketing software EngageBay\" width=\"629\" height=\"488\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage.png 629w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage-300x233.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/06\/EB-Homepage-595xh.png 595w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/a><\/p>\n<p><span style=\"font-size: 16px;\">These are only a few of the many ways you can use workflow automation tools to boost your productivity. <\/span><\/p>\n<p><span style=\"font-size: 16px;\">When you think about your own work, consider <a href=\"https:\/\/www.engagebay.com\/customer-journey-to-success\">what business processes will benefit most from automation<\/a>, and how to maximize your organization&#8217;s resources to get the biggest return on investment.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/small-business-automation\/\">Read more: Small Business Automation &#8212; 6 Things You Need to Know<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"How_to_build_an_automated_workflow_using_workflow_automation_software\"><\/span>How to build an automated workflow using workflow automation software?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that you have an idea about the possibilities of workflow automation, you may be wondering how you can build an automated workflow for your business.<\/p>\n<p>The good news is that we are here to help you get started. Simply <strong>follow these five easy steps<\/strong> to automate workflows.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Identify_inefficient_processes\"><\/span>1. Identify inefficient processes<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The first step in automating your workflow process is to identify the repetitive tasks. To begin with, zero in on a task that is not mission-critical. Ask yourself what would happen if this workflow would fail.<\/p>\n<p><strong>Ideally, your first automated workflow should be something that involves manual tasks and has a relatively simple route.<\/strong> Once you have identified the tasks you can afford to automate, get in touch with all the stakeholders.<\/p>\n<figure id=\"attachment_21485\" aria-describedby=\"caption-attachment-21485\" style=\"width: 1080px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-21485\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting.jpg\" alt=\"Office meeting for ideas\" width=\"1080\" height=\"720\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting.jpg 1080w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting-300x200.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting-1024x683.jpg 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting-768x512.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/meeting-595xh.jpg 595w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><figcaption id=\"caption-attachment-21485\" class=\"wp-caption-text\"><em>Source: Unsplash<\/em><\/figcaption><\/figure>\n<p>Are the employees on board with the idea? Are they convinced that automating the tasks will boost their productivity?<\/p>\n<p>These are important questions to consider.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"_2_Define_your_goals\"><\/span>&nbsp;2. Define your goals<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The next step is to have a set of very clearly defined goals for your automated process. Sure, workflow automation can give you several benefits like increased ROI and increased productivity.<\/p>\n<p>But what is it that your team expects from this digital workflow? Instead of having a vague goal like increased revenue, it is better to have a goal like &#8220;decrease cost of acquisition by 3% in the next quarter&#8221;.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"_3_Train_your_team\"><\/span>&nbsp;3. Train your team<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Even if you use the best workflow automation tools for your company, it will not succeed unless your team actively participates in it. Ensure that you give sufficient training to your team before automating their workflow.<\/p>\n<p>This allows your employees to feel like they are a part of the decision-making process. It helps them prepare for the changes.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-process\/\">Read also: Cracking The Marketing Automation Process [A Guide For Beginners]<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"4_Design_your_workflow\"><\/span>4. Design your workflow<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Build your workflow using a workflow automation platform. Here, you will be able to <a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\">create forms<\/a>, and assign them to the relevant stakeholders.<\/p>\n<p>You can also assign permissions and rules for each stakeholder based on their position. Usually, a workflow automation platform will have drag-and-drop tools in the workflow editor. One example is EngageBay:<\/p>\n<figure id=\"attachment_14010\" aria-describedby=\"caption-attachment-14010\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-14010\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\" alt=\"trigger email automation\" width=\"1370\" height=\"782\"><figcaption id=\"caption-attachment-14010\" class=\"wp-caption-text\"><em>Email marketing automation in EngageBay<\/em><\/figcaption><\/figure>\n<p>Once you have created the relevant automated workflows, it is a good idea to run a couple of user acceptance testing (UAT) cycles. This will help you pinpoint any bugs in the workflow process.<\/p>\n<p>It will allow your employees to identify problems and find solutions together.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"_5_Define_measurable_KPIs\"><\/span>&nbsp;5. Define measurable KPIs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It is not enough to simply automate your workflow. If you cannot measure the results, you won&#8217;t know whether it has made an impact on your business.<\/p>\n<p><strong>The key to successful workflow management is to measure Key Performance Indicators (KPIs).<\/strong> It is only based on these KPIs that you can make changes to the workflow.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"6_great_tools_to_build_automation_workflow_for_your_business\"><\/span>6 great tools to build automation workflow for your business<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now that you understand how workflow automation can streamline your business process, you may be wondering what the best tools to build automation workflows are.<\/p>\n<p>Here, we&#8217;ve curated the seven best workflow automation tools for you.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_EngageBay\"><\/span>#1. EngageBay<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21618\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow.png\" alt=\"\" width=\"1204\" height=\"592\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow.png 1204w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow-300x148.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow-1024x503.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow-768x378.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/engagebay-workflow-595xh.png 595w\" sizes=\"(max-width: 1204px) 100vw, 1204px\" \/><\/p>\n<p>EngageBay is a cloud-based platform that provides you with a wide range of tools for managing and automating your marketing, sales, customer service, and support operations.<\/p>\n<p>With the EngageBay <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">workflow automation tool<\/a>, you can easily create smart workflows for your business.<\/p>\n<p>Using the &#8220;actions&#8221; and &#8220;conditions&#8221; options, you can trigger automated workflows. Not only that, it has lead generation and lead processing workflows too.<\/p>\n<p><strong>EngageBay is for you if you are looking for an affordable, all-in-one platform, including marketing automation software. It also has great customer service workflow optimization.<\/strong><\/p>\n<p><span style=\"font-size: 16px;\">Also, you can ensure customer success by using automated workflows to create customer tickets based on urgency and route them to your teams. <\/span><\/p>\n<p><span style=\"font-size: 16px;\">EngageBay is designed and <\/span><a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">priced for small business owners<\/a><span style=\"font-size: 16px;\">, freelancers, agencies, and solopreneurs.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Microsoft_Power_Automate\"><\/span>#2. Microsoft Power Automate<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21617\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/powerautomate4-3.jpeg\" alt=\"\" width=\"800\" height=\"263\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/powerautomate4-3.jpeg 800w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/powerautomate4-3-300x99.jpeg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/powerautomate4-3-768x252.jpeg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/powerautomate4-3-595xh.jpeg 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>You can watch a video about Power Automate <a href=\"https:\/\/www.microsoft.com\/videoplayer\/embed\/RWHtlA?autoplay=1&amp;enablejsapi=1&amp;rel=0\">here<\/a>.<\/p>\n<p><a href=\"https:\/\/powerautomate.microsoft.com\/en-us\/\">Power Automate<\/a> is Microsoft&#8217;s cloud-based system where you can create automated workflows. It allows easy and quick integration with the Microsoft 365 package, including Microsoft teams.<\/p>\n<p><strong>It is a low-code platform with easy-to-use drag-and-drop workflow builders.<\/strong> You also have the option to create smart automation workflows using AI and smart recommendations.<\/p>\n<p>It is suitable for small and medium businesses. You get a free trial period for all the plans.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Kissflow\"><\/span>#3. Kissflow<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21621\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow.png\" alt=\"\" width=\"1271\" height=\"498\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow.png 1271w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow-300x118.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow-1024x401.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow-768x301.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/kissflow-595xh.png 595w\" sizes=\"(max-width: 1271px) 100vw, 1271px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>With its easy-to-use interface, <a href=\"https:\/\/kissflow.com\/\">Kissflow<\/a> is a workflow automation platform for your business process. You can create custom workflows and manage all your projects in one dashboard.<\/p>\n<p><strong>Kissflow also offers integrations with API, WebHooks, and Zapier so that all your process notifications are in one place.<\/strong><\/p>\n<p>With a drag-and-drop workflow builder, you can set permissions for different levels and generate reports based on relevant metrics. There is also a free trial if you are unsure about investing in a paid plan.<\/p>\n<p>&nbsp;<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/engagebay-vs-hubspot\/\">Read more: EngageBay vs HubSpot &#8212; Market Leader or Emerging Powerhouse?<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"4_Comidor\"><\/span>#4. Comidor<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21627\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/comidor.png\" alt=\"\" width=\"905\" height=\"558\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/comidor.png 905w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/comidor-300x185.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/comidor-768x474.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/comidor-595xh.png 595w\" sizes=\"(max-width: 905px) 100vw, 905px\" \/><\/p>\n<p>If you are struggling to automate a manual process, and want a tool with high automation capabilities, then <a href=\"https:\/\/www.comidor.com\/workflow-automation\/\">Comidor<\/a> could be perfect.<\/p>\n<p><strong>This is a great tool where you can design complicated workflows in minutes without writing any code.<\/strong><\/p>\n<p>Comidor provides advanced automation tools such as RPA and AI\/ML services to automate your workflow from start to finish. Customers also get detailed workflow reports and analytics to track process performance in real-time.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Omnisend\"><\/span>#5. Omnisend<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21626\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend.png\" alt=\"\" width=\"1224\" height=\"556\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend.png 1224w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend-300x136.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend-1024x465.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend-768x349.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/omnisend-595xh.png 595w\" sizes=\"(max-width: 1224px) 100vw, 1224px\" \/><\/p>\n<p><a href=\"https:\/\/www.omnisend.com\/\">Omnisend<\/a> is an email and marketing automation platform that caters to eCommerce companies. Their platform comes with a simple email editor, with a plethora of templates, sign-up forms, and the use of multiple channels.<\/p>\n<p><strong>One unique feature Omnisend offers is automated workflows with the capability to add SMS, conditional splits, and more.<\/strong><\/p>\n<p>There are also good segmentation and automation capabilities to deliver automated messages to the customers. This could help boost your conversion rates and customer relationships.<\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/omnisend-alternatives\/\">Read more: Omnisend Alternatives &#8212; Which are the Best Email Marketing Tools?<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"6_Nintex\"><\/span>#6. Nintex<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"size-full wp-image-21625 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex.png\" alt=\"\" width=\"1327\" height=\"592\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex.png 1327w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex-300x134.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex-1024x457.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex-768x343.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/nintex-595xh.png 595w\" sizes=\"(max-width: 1327px) 100vw, 1327px\" \/><\/p>\n<p><a href=\"https:\/\/www.nintex.com\/\">Nintex<\/a> is a <a href=\"https:\/\/www.superblocks.com\/blog\/low-code-automation\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">low-code solution<\/a>, with a drag-and-drop builder that allows you to visualize workflows as you create them.<\/p>\n<p><strong>You even have the option of creating and signing documents directly on the management software and then saving them as a part of your workflow.<\/strong> This makes accessing documents very easy.<\/p>\n<p>You can use Nintex for on-premises infrastructure, on the cloud, or in a hybrid environment. Nintex also handles all parts of the customer lifecycle &#8211; right from mapping to analytics.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In this blog post, we have discussed the benefits of workflow automation from both the business and management point of view.<\/p>\n<p>Workflow automation has tremendous potential for improving productivity in your overall business processes. Smart businesses are increasingly using workflow automation to save time and money, which in turn makes everyone more efficient in the various departments of their business.<\/p>\n<p><strong>Hopefully, this blog post has given you food for thought and encouraged you to think about how workflow automation could lead to better overall business results.<\/strong><\/p>\n<p>If you&#8217;d like to know how <a href=\"https:\/\/www.engagebay.com\/customer-journey-to-success\">EngageBay can make your life and work easier<\/a> with affordable automation, just <a href=\"https:\/\/app.engagebay.com\/signup\">sign up for a free account<\/a> or <a href=\"https:\/\/meetings.engagebay.com\/book-demo\">book a demo<\/a> with one of our experts.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Repetitive manual tasks are the bane of every employee, wouldn&#8217;t you agree? 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