Getting Started

This article introduces workflows and automation within Asite.

Updated over a week ago

Workflow is a tool for the automation of business processes. It includes defining a flow and its execution on document and forms.

In a visual workflow, tasks, information and documents/forms are passed from one participant to another for action, according to a set of pre-defined rules.

Organizations use workflows to coordinate tasks between people and synchronize data between systems, with an aim to improve organizational efficiency, responsiveness and profitability.

A fully functional digital workflow provides four key benefits to a company:

  • Improved productivity

  • Process transparency

  • Faster business reaction time

  • Improved accountability

As shown in the image above while creating a new workflow on Asite platform, you need to create tasks followed by workflow definition then triggers to invoke the definition.

There are two types of tasks available:

User tasks - actions performed by users

System tasks - actions performed by system directly

Before starting to design a workflow, it is advisable that you create any system tasks required for the same.

Once your tasks and workflow design is ready, you can then configure events which trigger the created workflow.

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