Definition

Workflow automation is the use of software to carry out the repeatable steps of a process, such as checks, notifications, task assignment, approvals and record updates, according to defined triggers and rules, with people involved at the points where judgement is required.

Building blocks

ElementExample
TriggerAn application is submitted
ConditionProgramme requires a portfolio
ActionCreate a review task for the department
ApprovalDepartment head approves shortlisting
NotificationApplicant is informed of next steps

Frequently asked questions

Is workflow automation the same as AI?

No. Workflow automation follows defined rules; AI can be added to handle unstructured inputs such as free-text requests.

What is academic automation?

Workflow automation applied to academic and administrative processes in education.