3 Workflows Your Business Can Automate In Minutes

Elevate your data collection process by implementing these automated workflows 

For most businesses, the ability to efficiently collect data and then store it properly within internal systems is a big challenge. With paper documents, your team is faced with significant administrative burdens such as filling and manual data entry. These processes are outdated, inefficient, and result in significant human error.

Digital data capture is the key element to gaining insight into your business processes. With digital forms, organizations have the opportunity to focus on growing their customer base and less on mundane administrative tasks. This helps your team provide the best customer service experience for new and existing customers.

With GoFormz, you can build dynamic forms that look and feel exactly like your original paper document. GoFormz’s drag-and-drop functionality allows anyone on your team (even the least technologically savvy!) to design professional forms. Your custom form workflow processes will enable your team to gather the data that they need to make informed business decisions. 

Automated data collection systems are critical to understanding bottlenecks and operational inefficiencies within your organization. Although, it is not as simple as just collecting data. Once your team has captured valuable data, they need a way to store, organize, and even, analyze the information. That’s where utilizing Automated Workflows can transform your data capture processes. (Learn more about Automated Workflows here).

Read below about the different ways that you can set up your Automated Workflows within GoFormz to maximize your business:

Email routing

Having insight into your team’s productivity and quality of work can play a very important role in running your business. Often, with paper forms, employees need to manually hand in forms to supervisors for review. Not only is this process inefficient and time-consuming but can lead to messy, disorganized, and even missing documents. With automated email routing, you can ensure that forms are being sent instantly to internal and external stakeholders. The real-time delivery of forms can cut down significantly on processing time. 

Learn more about email routing in this ProTip.>

Integrate business applications

In order to streamline operations, you need the ability to integrate with your existing business systems. GoFormz integrates with several different business applications such as Box, Google Drive, Procore, Quickbooks, and more. 

For example, with the Box integration, you can instantly upload forms to corresponding folders. Documents are stored securely in the correct folder without any manual uploading! This data collection method cuts down on processing time and makes for simple record-keeping.

Run reports

Data analysis will help provide your organization with insight to make smarter decisions. With paper documents, extracting data can be very time-consuming and often lead to incorrect or fragmented data. After your team has received data from the field or customer, you need the ability to identify trends, obstacles, and opportunities. With GoFormz’s dynamic reporting, your team will be equipped with the tools to improve efficiencies and productivity. 

There are several benefits of automated processes within the GoFormz platform. For custom integrations and workflows, GoFormz’s Professional Services team is here to help! Get started today with Professional Services.