Enhanced Efficiency
Reduce manual tasks, freeing up staff to focus on more strategic work.
What Is Workflow Automation?
Workflow automation software handles tasks – and sometimes entire processes – on behalf of employees. When you implement workflow automation, you no longer have to deal with time-consuming and labor-intensive paper-based processes. You can import digital documents and data into your workflow automation software easily with document conversion services and e-form software, and then let pre-programmed custom workflows and robotic process automation (RPA) technology handle the routing, tracking, and approval processes.
How Can AI-Powered Automated Workflow Software Help My Organization?
With the addition of AI tools, workflow automation solutions further expedite processes. You can train AI to handle a variety of tasks, such as routing documents to the appropriate employees or departments, conducting data analysis, and providing insights in the form of workflow dashboards and real-time reports that facilitate better decision-making.
Here are some key benefits of AI-driven workflow automation:
Improved Data Accuracy
Minimize the risk of human error in routine tasks and manual processes.
Scale Operations Effectively
Ensure you can manage increased workloads without the need to proportionally increase staff.
Increase Cost Savings
Minimize operational costs with software that can handle mundane tasks and enable you to efficiently allocate resources.
Unlike simple automation tools, our AI workflow automation services integrate various components, such as customizable workflows, automated task assignments, RPA, and streamlined approval processes, to create more complex, interconnected workflows.
Accounts Payable Automation Success Story
Discover how EōS Fitness was able to save money on late fees, stop payment fees, and AP staff labor with MetaSource’s automation solution.
Gain Visibility Into Your Business Workflows
Workflow dashboards and real-time reports ensure you gain real-time visibility into your business processes, and better visibility means better management and accountability. With immediate access to information at your fingertips, you can quickly analyze cash flow needs, identify processes that are hindered by missing documents, rebalance workloads among your staff, and allocate financial and other resources where needed in your organization.
Is It Time to Prioritize Business Process Automation?
Is your organization ready to join the automation revolution? Read our guide to find out!
Automate Business Processes Across Departments
Workflow automation isn’t limited to any one department. Organizations often choose to start automating processes in accounts payable or human resources before rolling out improved processes to other departments:
Automate Accounts Payable Processing
Accelerate AP processes by scanning paper invoices streamlining emailed invoice importing, automatically extracting data from them, and routing them for approval based on your business rules.
Automate Human Resource Processes
Improve efficiency and accountability in your HR department by automating employment application routing, performance reviews, benefit requests, and more.
Automate Mail Management
A digital mailroom saves space and eliminates the hassle of sorting and distributing paper mail. We’ll scan your mail and monitor your email for pre-processing, then electronically route it to the right recipient for immediate processing.
Automate Customer Onboarding
Digitize, centralize, and organize key documents like customer intake forms and credit card payments, so you can expedite the customer onboarding process, improve your clients’ time to first value, and enhance your time to revenue.
Key Features of Our Workflow Automation Tools
MetaSource’s workflow automation tools offer a range of features that are critical for enhancing business efficiency:
Integration Capabilities
Customizable Workflows
Real-Time Analytics & Reporting
User-Friendly Interface
Streamline Your Business with Workflow Automation
Maximize ROI and boost profitability with workflow automation. Download our guide to discover how to streamline your business processes and gain a competitive edge!
Continue Your Automation Journey
Workflow Automation Software FAQ
Can workflow automation work for my remote team?
Workflow automation software enables remote access to business-critical documents that are ready for review and processing from any computer or mobile device. This reduces processing times and enables your remote team to access and process the documents they need within seconds, no matter where they are working.
What costs are involved in implementing workflow automation software?
Costs can vary based on the complexity of the workflow automation solution and the scale of deployment. We recommend reaching out to our specialists who will assess your business goals and needs to develop a customized action plan.
How do workflow automation tools differ from traditional project management software?
Workflow tools are more focused on automating repetitive business operations, whereas project management software tends to be more about planning and tracking projects. We integrate our intelligent document processing software into the automated workflow process to create actionable insights for your team.
How does AI enhance workflow automation solutions?
AI can predict workflow outcomes, automate decision-making processes, and personalize automated processes for better efficiency. MetaSource specializes in AI-powered business process automation solutions that drive growth and productivity to scale your offerings.