Using software and rules-based workflows to handle repeatable operational tasks, such as onboarding, invoicing, or follow-up, without manual work each time.
Definition of “Business Process Automation”
Business process automation takes a task that follows the same steps every time, such as sending a welcome packet, requesting a review, or routing a support ticket, and lets software execute those steps based on a trigger.
The goal is not to remove people from the business. It is to remove people from the parts of the business that do not need a human decision, so that staff time goes toward the steps that actually require judgment.
“Business Process Automation” In Practice
A professional services firm automates new-client intake: when a signed agreement is detected, the system creates a project folder, sends a welcome email with next steps, adds a task to the team calendar, and schedules the first invoice, all from one trigger.