Example / Concept
A manual process, automated
Before: a form email, retyped into a spreadsheet, then a manual reply. After: four steps that run on their own.
example — quote request workflow
Step 1
Form submitted
A customer requests a quote on the website.
Step 2
Record created
Details are written to the job tracker automatically.
Step 3
Replies sent
Customer confirmation and internal alert go out.
Step 4
Follow-up queued
A reminder is scheduled if no reply in 3 days.
Before
Handled by hand, several times a day.
After
Runs automatically, with a record of every step.
Demonstration only — the workflow above is an illustration, not a live system.