Easily design workflows: Automate processes, save time
With Business Process Automation in SmartWe design, automate, and control your processes simply via drag and drop - no programming skills required. Whether it’s a quote process, ticket distribution, or service request: With just a few clicks, you can clearly visualize complex workflows and stay in control at all times.
Automating recurring task will relieve your employees, standardize your processes, and thus ensure data quality.
Creating optimal processes step by step
The core building blocks of Business Process Automation ensure maximum flexibility when creating your processes: A trigger starts of the workflow, actions and notifications such as updating data records or sending e-mails progress it. Control elements such as conditions and branches help you easily visualize even complex workflows.
Intelligently integrate external data
With so-called webhooks, you can use external data beyond your SmartWe and integrate it in your individual workflow process, like for example a customer request from an external e-mail account. By way of a bidirectional exchange, you prevent system breaks and standardize your processes into comprehensive workflows that incorporate any available information.
More deployment options
- Sending e-mails: Seamlessly integrate e-mails into your workflows and send them automatically. AI helps you write, edit, or summarize texts.
- Different actions for data records: Depending on your use case, you can create, edit, or link data records such as contacts or opportunities.
- Display history: For each workflow execution, a detailed history is available of any changes, executions, or possible errors.
- Use business metrics: After a workflow execution, all business metrics and predefined KPIs are displayed in the workflow.