Quad and Our Custom Workflow Automations

Every business has its edge, whether it’s sheer product quality, a great price-point, eye-catching marketing, or a tentative customer relationship that looks after a consumer’s best interest. All of these things separately are great advantages to have in your company, put them together, and you’re well on your way to dominating your industry, but then a new question arises of, what more can you do when you’ve mastered some of the most important aspects of a company’s life-force? Our answer here at Quad is very simple: organisation, management, an ability to take all that amazing work you’ve done, and tie a shiny red bow around it, making sure that none of it goes to waste or seeps away by mistake. “Seep away? That’s ridiculous, I’m on top of everything, I assure you, Quad.” Might be your response, and we don’t doubt you, but what we want to do, is help you, with our very own custom created workflow automations. That’s a pretty big phrase to throw out so casually, which is why we’ll be using this article to tell you all about workflow automation; what it is, why it’s important, its benefits, and of course its negatives, but in this instance the negatives that can be wiped away if you choose to go for a more custom approach to workflow automations, like the solutions offered by Quad.


What Is Workflow Automation?

Workflow automation, or workflow automation software is a system of tiers and pipelines that lead from start-points to end-points, each end-point dependent on the variables that occurred in between. In this scenario, breaking it down doesn’t really help us; we understand automation, this can be an automated service such as an instant response via email, or an automatic upload and tagging on YouTube or WordPress. We also know what workflow means, the movement and progression of work through a business cycle, be that a day or a year. However, when you put workflow automation together, our minds could really be thinking of anything, and although this philosophy is true, yes, the software can do far more than a simple upload schedule or automatic response, it does have limitations, and should be thought of in regard to organisation, or management.

As an example, we’ll use Sendinblue for a simple overview. Sendinblue is a basic workflow automation program that looks into communication, helping companies organise their flow of response and reaction based on the start-point and possibilities that could occur afterwards, which then leads to said reaction. What are these possibilities? You may ask. These will very much vary if you choose to go custom-made, but for Sendinblue we find that what the user clicked on, be it a graphic or “subscribe” button, will have an impact on what happens, which you then decide, do you want to send them an instant response about their starting-point, add them to a mailing list, or contact them about something else? This program is a great example of a small scale workflow automation, larger, more robust software, such as the ones Quad can custom make, come with even more potential, such as the ability to follow up on leads, invoices, contacts, questions, inquiries, order staff management and permissions, as well as many more which we will explore and discuss throughout this article.

The Benefits and Potential Negatives

The positives of a workflow automation greatly outweigh the negatives, to a point where the advantages of the concept almost breaks the scale. Workflows create a reliable system within your company that takes a considerable amount of stress away from those in the front-office, the administrators and secretaries who do the leg work of communication. The idea is that workflow automation software carries the heavy weight of repetition and monotony, so that the workers can put their energy into the important relations work that comes slightly further down the line. In essence, workflows can be used on new customers who have been enticed and are in the process of being hooked, which then allows for the employee to capitalise on the exchange in a more personal manner. Workflow automations are quick, simple and easy, a one-off setup that will last for as long as you need, and can be easily added to if you find more needs for the scheme. In return for your setup, you’ll gain an unprecedented degree of organisation and control over your company, be able to manage relations, responses and staff permissions in regard to who can access what.

The “negatives” of an automated workflow are often of no fault of the concept’s own, instead, it can come down to designer’s choice, and the overall creation of the program. For example, some off-the-shelf software that hasn’t been specifically designed for you, or perhaps solutions that you try to build yourself, could and will involve a lot of coding and programming knowledge. The beauty in our help is of course that we do the messy work for you. Workflow automation software being limited, or simplistic is one of the biggest issues that a larger company can have, especially if their business revolves around customer relations, lead follow-up or capitalisation on anything to do with consumer interaction. A limiting piece of technology will result in potential customers losing interest quickly for a number of reasons, some of which include: slow response time from the company, lack of clarification, or poor conveyance of information. With these negatives out there and explained, we find that the bottom line comes down to one thing: the craftsmanship of the software you’re using, the automated workflow itself. How do you stop this, or make sure that your kit is of a high quality? Simple: custom-made solutions, they do what you want, how you want, when you want, and cater to your strengths and company direction.

How Can Workflows Be Customised?

Earlier we gave an example of a workflow automation, mentioning start-points and variables, but it’s important to look at what exactly these are; then looking to the bigger picture in how Quad can maximise this concept. We take these variables, and parts of the pipeline, and branch them out from this simple design into a software that can perform hundreds, if not thousands more tasks. The opening example offers basic actions such as emailing and communication tasks, instant replies via SMS, and modification such as multiple-responses to the same individual, or adding them to a contact list. As well as this, there’s choices as to where the start point for the automation occurs; for example, whether they’ve clicked a link, button or graphic. This is a great start, but at Quad we feel you can do more, in fact, we feel you need more in order to maximise your business in every possible direction and intention. Leads, responses, scheduling, management, organisation, any purpose you need, we can create a custom workflow automation program for it, that fits in perfectly to your company. Say, you may only want to prioritise leads from a certain location, or capitalise on a consumer at a certain time of day, or pay closer attention to customers looking at a specific product. All of this is possible, and more, because we build our client’s a program from the ground-up, with their needs and necessities in mind. Although, it doesn’t just end there, because we understand that there’s more to a company than simply chasing leads and analysing data, the idea of branding and company specifics or themes aren’t just possible, they’re welcomed. We’re able to make sure that all the important phrasing, taglines, tones and nuances make their way into your workflow, because those things matter, and have a huge impact on company recognition and consumer retention.

The Overall Benefit of a Custom Workflow

We’ve talked about workflow automation from top-to-bottom, what it is, why it is, and how it works, examples of a workflow program, and what said program is capable of. We’ve also looked into the customisable side of workflow automation, and how it can go from simple and at times limiting, to a piece of kit that can skyrocket your company into new leagues of efficiency and organisation. Tracking analytics, forms and views, cancelling any repetition and monotony in your work cycle, managing permissions and security lines, and working on the go, all features that are possible with workflow automation software, but not always present at the same time; thus, the beauty of a custom-made program.

With a custom workflow automation, you decide what goes in, and the potential for what can come out, there’s no coding, no mess, and no stress. From that point onwards, the tiers, layers and branches of your workflow become a simple, arguably enjoyable game of piecing the puzzle together, finding out what works best in regard to timing, placement, and capitalisation because you have the results of the work at your very fingertips. The beauty of a custom workflow automation is control, you know what’s happening as soon as it happens, and you can distribute the workload to anyone in the company, with no difficulty at all. What would normally take hours of sifting, grinding and analysing, is now done automatically, repeatedly, and to your company’s advantage.