What Is Tasks Automation And How And What Are The Benefits Of Doing It

September 9, 2022
Alok Suman
Workflow Automation
Automation

The market has been digitalized, and the competition is higher than ever. To stay relevant in the market and stay ahead of the competition, you must meet your customer demands before others do. 

A business process is a culmination of various tasks your workforce has to complete. Sometimes, most of these tasks will be repetitive, making your workforce lose interest in the long run. 

So, what will you do to keep your workforce interested and increase productivity? 

Simple: you need to automate your business tasks. Automation will give breathing space to your employees, saving their time and increasing productivity. 

Automation is in trend; from billing to large-scale production, it has helped leaders scale their businesses. 

If you own a business and are looking to stay ahead in the competitive market, this article is what you need. Learn more about task automation and how it can transform your business in this blog. 

What is Task Automation?

Tasks automation is the activity of using software or a tool to automate your employees' daily tasks. This will save them time and let them concentrate on more important problems, improving business processes. 

Automation minimizes human errors and increases efficiency. Empowering your workforce with automation tools can increase productivity, meet customer demands, and boost revenue. 

Businesses frequently utilize task automation tools to streamline workflows and reduce the exhaustion caused by repeating the same tasks.

Types of Tasks that Can Be Automated

Automation is not new to the digital world; businesses have been doing it for a long time. Here are some of the tasks they typically automate:

Repetitive 

This is the most common kind of task done by employees.

Let’s take sending emails, for example. Every business will have an email list of 1000s of customers. Now, sending the same email to each and every customer will be exhausting.

Businesses can use automation tools to automate this process. The tool/software can send emails to 1000s of customers at the same time. 

Frequent 

Scheduling appointments is an example of a frequent task. Appointments will have to be scheduled every day; your workforce might easily lose interest if they do it repeatedly.

Here’s where businesses use automation tools that can book appointments automatically. 

Simple 

Driving your workforce to do a task that can be done in a single click is not very smart. Simple tasks like generating reports, filling out forms, etc., can be automated using a tool. 

Scheduled

Social media posts are an example of scheduled tasks because businesses tend to post during certain periods to get good conversions.

You can schedule posts using an automation tool, enabling them to be published automatically at the scheduled time without manual help. 

Predictable 

Businesses will have customers signing up all the time. The tasks following signups are thus predictable.

You can craft follow-up/welcome emails and use an automation tool to send them when a customer takes a certain action or signs up for your service.

Invoicing and billing also come under predictable tasks. 

Collaborative 

Certain tasks in business processes require verifications and a go-ahead from various heads of departments, like team leads, managers, partners, and stakeholders.

Instead of having an employee individually reach out to everyone to verify the document, you can simply automate this and get it verified and signed within seconds. 

Dependent 

Certain tasks will depend on others, like a customer booking a demo of your product. Every time a customer books a demo, you cannot have an employee acknowledging the request, reaching out to them, and scheduling a demo.

Some tools can automatically assist the customer in booking a demo at their own convenient time, saving manual effort. 

Task Automation Tools 

Now you know what task automation is and what kind of tasks can be automated. Next, let’s have a quick rundown on task automation tools and what they must possess. 

There are not just one but hundreds of task automation tools available in the digital space. These tools serve various purposes, like Hubspot, which automates customer relationships and management processes. 

Mailchimp automates repetitive tasks like email marketing. It allows businesses to engage with customers automatically at the right time, which increases conversions. 

Let’s not forget Buffer, which lets you schedule social media posts; it doesn’t matter which social media you want to post on - all of them can be automated.

Then there are automation tools like Hubler, which let you automate crucial business processes like invoicing, billing, and more. They make it easier for your team to complete their tasks with accuracy in minimal time. 

Here are the requisites of a task automation tool:

  • Pre-built business process workflows 
  • Agile-friendly 
  • AI bots 
  • Drag-and-drop workflow builder 
  • Real-time responsive dashboards 
  • Robust customer support
  • Onboarding 

Though automation tools have a plethora of features, the above-listed ones are a must.

Building Processes with Automated Tasks

Automation tools have become popular because of their robust, consumer-friendly features that empower businesses to accomplish complex tasks with ease. 

The main feature of an automation tool is the drag-and-drop workflow builder. It helps businesses visualize their complex tasks and build consecutive steps in an organized manner, similar to flow charts. 

It also gives a heads-up to the team on what should be done next so they can meet the market demands at the right time. 

As mentioned in the prerequisites section, almost every automation tool comes with pre-built workflows. So you don’t have to start from scratch; just configure the workflow to your needs, go live, and automate your business process. 

Business Rules 

A business process workflow engine, also known as a business rules engine, is a program that operates within an automation system that automatically makes choices based on predefined rules.

Some task automation tools call these trigger rules. These decide when the automation should be initiated, what path it should move forward, which teams will be included in the workflow, and where it ends. 

These data will already be encoded in the engine, deciding the entire journey within seconds. This eliminates the need for manual help as the workflow engine can think independently and build and make changes to the workflow as the process progresses. 

Benefits of Task Automation 

Automating your business processes brings in various benefits that can transform your business for the future:

  • Saves valuable time for your teams
  • Greatly cuts down production costs 
  • Minimizes the workload of your workforce
  • Increases efficiency and accuracy 
  • Boosts productivity 
  • Minimizes human errors 
  • Increases customer satisfaction and retention 
  • Better scalability 
  • Enables you to deliver a better customer experience 
  • Improved visibility 

How Hubler Can Help You Automate Business Functions

Hubler is one of the prominent task automation tools to transform your business by automating repetitive and complex tasks. It is a no-code, DIY platform that lets you easily build automation workflows to automate business processes. 

Hubler was designed to benefit various industries, including information technology, hotels, vehicles, retail, and facilities management.

Irrespective of your business/vertical, Hubler has the right tools to easily help you automate your tasks from scratch and increase your revenue. 

Hubler's most helpful feature is its potential to integrate. Hubler can easily communicate with your existing apps or databases, whether third-party or custom-built. You can choose from a predefined range of API keys or construct your connectors to fulfill your specific needs and benefit from seamless integrations.

Important features of Hubler include:

  • The drag-and-drop visual workflow builder 
  • Pre-built workflow templates
  • Seamless integrations
  • Single interface that facilitates inter-team collaborations 
  • App studio
  • Build native applications with ease
  • Real-time analytics and reporting 
  • Agile-friendly
  • Customer relationship management 

If you’re running a business where your team has to perform repetitive tasks which cost their valuable team, Hubler is the tool you need to minimize and automate your workflows.

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