The Workflow Automation Request Form is a tool designed to streamline and enhance the process of initiating automation within large companies. This comprehensive form empowers users to provide detailed insights into their current workflows, helping to identify key areas for automation. By outlining step-by-step processes, integration points, and decision criteria, users can ensure that the automation aligns seamlessly with their unique needs and objectives.
Not only does the form capture essential information about the current workflow, but it also delves into the reasons behind seeking automation. Users can articulate their goals, whether it's improving efficiency, reducing costs, enhancing accuracy, or meeting compliance requirements. The inclusion of specific benefits expected from automation further refines the understanding, allowing for a more targeted and effective implementation plan.
The form's user-friendly design ensures that employees across various departments can easily navigate and submit their requests. Ultimately, this form serves as a bridge between users and the automation implementation team, fostering collaboration and ensuring that the transition to automated workflows is smooth and tailored to the unique needs of the organization.
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Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
100’s of Templates
