Workflow and business process automation

No code business process automation and workflow

Support your organisation’s digital transformation by automating common repetitive business processes and implementing automated routing and workflow. Move to the next level of digital transformation with easy to configure web forms for internal and customer facing reporting and interactions.

Automate the Mundane

Staff shouldn't have to waste time with logging and data entry. They just need the space to get on with their work. Caseworker's automations help get things moving on three powerful levels

1) Capture

Integrated web forms and automated email parsing means less time spent on data entry or transferring data from one system to another.

2) Intelligence

Caseworker’s workflow system can automatically suggest next steps based on contextual awareness; perhaps it’s to draft an email using a particular template as a starting point, maybe it’s to assign a task to a particular team but with a suggested approach or helpful note.

3) Hands Free

Automated steps and processes that take place without user interaction. Automatic escalation of overdue tasks and correspondence can be set up quickly and ensures your team stays within their SLAs. Whilst automatic assignment and task routing reduces the time staff have to spend on administering the process, allowing them to focus on the work.

Reduce Errors

Automating repetitive processes and tasks reduces the likelihood of date entry errors and staff oversight. Defined workflows mean that the next step is always obvious to agents and staff, or even taken automatically. Compulsory steps and data collection fields mean  no more missed verifications, data or customer interactions and updates.

Improve Outcomes

Features such as tracking and automated escalation mean nothing slips through the cracks. Automation means staff can spend more time on the tasks that need their attention and focus, delivering better outcomes for customers in less time.

No Code Simplicity

Delivering digital transformation should be simple. Our simple user interface allows you to design workflows and automate processes without code. Build your own data structures quickly and easily to capture and report on the data that matters to you. Define automation triggers mapped to any step or field, built in or custom.