9 Workflow Examples For Every Business

Looking to automate your business with workflows?

Automation aside, designing the workflow can be pretty challenging in itself. There are just so many factors to consider – how should you sequence the tasks in a process? Which employees should you involve at each step? 

To make it easier for you, here’s a list of common workflow examples for you to get a headstart. 

HR Workflow Examples

Human Resource departments oversee a wide range of employee matters, such as hiring, employee performance management and more.

1.  Hiring Process

Hiring is the process of attracting, identifying and selecting new employees to join your company. A typical hiring workflow example can be likened to this:

As a bonus, further automating hiring workflows will allow you to:

  • Activate the workflow with a single trigger, e.g. submission of a job application form 
  • Automatically route applications to HR and hiring managers for multi-step reviews
  • Trigger notifications to candidates about application outcomes 
2.  Employee Performance Review

Many companies have an employee performance review system for employers to evaluate their staff, so as to drive greater work performance.

The process can involve different stakeholders – employees, supervisors and more. So it would be good to visualise the whole process by mapping it out in a workflow:

By automating employee performance review workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of an evaluation form
  • Automatically notify next reviewer once the previous member submits evaluation.
  • Trigger automatic approval/rejection results from Managers to supervisors, or supervisors to employees.

For more HR workflow examples, you can refer to our blogpost on HR automation.

Finance Workflow Examples

The Finance department is responsible for obtaining, managing and allocating company funds.

3.  Expense Reimbursement

When employees use their own money for the company’s expenses, employers will pay them back via an expense reimbursement system.

It’s a standard process that can be represented in a workflow as such:

By automating expense reimbursement workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of an expense reimbursement form
  • Automatically route requests to the appropriate personnel for approval, based on pre-defined conditions
  • Trigger notifications to employee on request outcome
4.  Invoice Management

Companies who purchase resources from external vendors will need an invoice management system to process invoice documents from them. 

By automating invoice management workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of an invoice form
  • Automatically route requests to the Finance department for multi-step approvals
  • Trigger notifications to supplier or vendor about the outcome
  • Automatically update invoice in database

Sales & Marketing Workflow Examples

While both functions serve to drive growth, the Marketing department is in charge of attracting customers, while the Sales department sells the product and closes the deal. 

5.  Sales – Customer Onboarding 

When a new, interested customer comes around, it’s important for the Sales department to welcome, engage and introduce the company’s product to them. Here’s an example of a customer onboarding workflow:

By automating customer onboarding workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of a customer onboarding form
  • Trigger customised sales emails to customers to keep them engaged at pre-defined time intervals
6.  Marketing – Content Approval

Marketing on the other hand, requires more collaboration across different employees. As you’d observe, today’s marketing materials are often a blend of copywriting, graphic designs, photographs, videos and more.

With a workflow, you will be able to streamline the transfer of work between different teams in a marketing department:

By automating content approval workflows, you can:

  • Automatically route drafts to supervisors or managers for approval
  • Trigger notifications to the next marketing team once the previous team has finalised their draft.

IT Workflow Example

The main responsibility of IT departments is to manage computer software, hardware, network and systems in their companies.

7.  IT Incident Report

With technology being a backbone for many businesses today, it’s crucial for IT problems to be resolved quickly before they disrupt company operations.

Here’s an example of an IT incident report workflow:

By automating IT incident report workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of an IT incident report form
  • Trigger immediate notifications to the IT team for efficient response

Customer Service Workflow Examples

Being the first point of contact with customers, the customer service department caters to the needs and queries of potential and current users of your product.

8.  Customer Feedback System

Today, collecting feedback isn’t just about letting customers voice their opinions. It’s about translating these opinions into real changes that adds value to your products.

Below is an example of how a workflow can seamlessly connect the customer service team to other departments for feedback processing. 

By automating customer feedback workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of a feedback form
  • Trigger immediate notifications to the Customer Service department
  • Automatically route feedback to other relevant departments to rectify problems raised
9.  Customer Appointment Booking

In the service industry, customer service departments often manage appointment or event bookings. Here’s an example of a booking workflow:

By automating appointment booking workflows, you can:

  • Activate the workflow with a single trigger, e.g. submission of an appointment booking form
  • Automatically transfer customer ‘s booking details into database
  • Trigger booking reminders to customers based on pre-defined time intervals

In A Nutshell

This sums up 9 common workflows used in businesses. But in actual fact, you can create any other possible workflows to cater to your own processes.

To simplify the workflow building and automation process, try it for free with a  no-code workflow software like Forma