There are no two ways about it: automating business processes to boost your digital transformation strategy is a must! Automation adoption also shortens time-to-revenue, which is critical for any organization that wants to stay competitive. The growth of automation is explosive, with the automation market projected to reach $19.6 billion by 2026. It’s clear that if your business hasn’t yet adopted automated workflows to keep up with the trend, now is the time to jump in. 

In this article, we’ll explore what business process automation is and where to apply it for maximum ROI. We’ll also identify 7 key processes your business should automate today to help drive sales and maximize revenue. We'll also show how the Wrk Automation Platform makes it a snap for businesses to automate processes in a no-code environment. 

What is "business process automation" (BPA)?

Business process automation, or BPA, is the science of finding internal processes that aren't optimized for efficiency and automating them to save time and resources. (Think repetitive, low-value tasks such as basic data reporting.)

By singling out the tasks from your digital transformation strategy that can be automated and rolling out BPA, companies can take less-important work off employees' plates and free up time to focus on higher-value tasks. (Sales automation is one area where BPA shines.) Business process automation saves money, makes work more efficient, and, in the long run, helps grow revenue. 

What part of our digital transformation strategy should you automate first?

Even though it depends on the company, most businesses have a lot in common when it comes to figuring out which processes are ready to be automated. Using Wrk Actions to automate specific tasks, your business can choose which processes to automate, one at a time. 

Here are the top 7 business processes your business should automate today. 

Basic customer service inquiries

As any overworked customer service rep can tell you, many customer inquiries involve questions such as “Where’s my order?” and “Where is your company located?” Thanks to the rise of smart chatbots, it's easy to automate answering simple customer questions.

Sales & business processes

The best way for your salespeople to spend the day is on the phone with prospects, closing deals. Using the Wrk Automation Platform to automate lower-value administrative tasks during the sales process, including updating a CRM or processing an invoice, frees up your sales reps to keep the pipeline full.

Social media management and networking

Strong social media management is essential for customer service and lead generation. With Wrk Actions, businesses can automatically send prepared Twitter replies to flagged comments, automate adding new LinkedIn connections, and more.


Updating Excel and Google Sheets is time-consuming and a drain on valuable resources. By automating tasks like making spreadsheets, entering data, and processing bills, businesses can move faster, spend less money, and be more accurate.

Employee onboarding 

Onboarding new employees involve a series of repetitive tasks that are ripe for automation. Our Wrk Action to generate new employee profiles in BambooHR is just one example of onboarding automation in action. 

Lead list cleanup

One of the most time-consuming things a sales team has to do is clean up lists of prospects, which often have information from many different places. Automating the cleanup of lists that aren't formatted well is a great way to get real benefits quickly. 

Generating reports

Reporting on operational results in a timely and accurate way is important for all parts of a business, from sales to customer service. Process automation with Wrk Actions makes it easy to automatically generate detailed reports at a regular cadence. 

The case for business process automation 

BPA will continue to improve efficiency and deliver cost savings for those businesses that move quickly to roll out automation. The question is: Will companies that wait to implement BPA still have an opportunity to reap the benefits?
It’s safe to say that achieving maximum ROI from BPA means automating now and not putting it off for later.

Contact Wrk today to learn how we can help you save time and resources with BPA.