How to Use DigitalBPM to Automate Your Biz

How to Use DigitalBPM to Automate Your Biz

According to forecasts by ElectroIQ analysts, by 2029 about 85% of enterprises will have at least one automated process. Even today, almost 34% of all business tasks are eligible for biz automation.

Those who still work “classically,” or consciously avoid innovations, face not-so-pleasant consequences:

  • significant amounts of routine and manual tasks that reduce your productivity and revenue;
  • longer execution of typical operations, making it increasingly difficult to handle a large volume of orders;
  • competitive positions that become harder to maintain if you refuse automation.

You may consider choosing an automation platform a “hidden obstacle” in process optimization. For example, insufficient integrations or something not working the way you would like. But in the case of DigitalBPM, you get exactly what you expect.

What Processes You Can Automate in Your Biz

By simply creating an account on the no code workflow automation platform, you can set up:

  • lead management: gather client contact information and monitor how and under which circumstances your target audience arrives at your resource;
  • communications: automate responses to common audience questions, maintain a dialogue using AI;
  • analytics: gather, sort, refine, and evaluate data — or, more precisely, allow the system to handle it on your behalf;
  • task creation: build real workflows and easily scale them when needed;
  • document work: quickly and effortlessly create, edit, summarize text and other files;
  • AI processing: hand over tasks to artificial intelligence to ease the workload on your company’s staff.

De facto, you only need to configure the environment. After that, you just set up scenarios for your specific tasks — and benefit from the outcomes.

How DigitalBPM Works

Most businesses take their first steps in automation precisely through the world-famous Zapier. It is a convenient tool for quickly testing an idea and experiencing the potential of integrations.

However, over time, the number of processes and connected services grows, and there arises a need for more flexible configurations. This is when the question of scaling appears.

We have repeatedly seen that after several months of active use of Zapier, teams begin searching for a solution that:

  • withstands high loads without losing stability;
  • allows more efficient cost control;
  • adds new integrations promptly.

Among all automation tools for small business, DigitalBPM offers the best operating algorithms. In particular, this platform provides you with complete control over your workflows. This means:

  • You can scale tasks. Simply add FlowBots to your system — that is, “digital workers” who work for you. By the way, this is a unique development by DigitalBPM. On other platforms, you pay for packages. In DigitalBPM, you pay for the work of the bots.
  • You can configure all operations flexibly. You set conditions, triggers, and actions. Then the algorithms work.

The solution’s capabilities are constantly expanding. Over time, you receive more and more advanced features. And there’s no better moment than now to begin using DigitalBPM automation solution.

Step-by-Step Guide: How to Automate Your Business with DigitalBPM

Stop thinking about how to automate your business. Start optimizing your tasks today. With DigitalBPM, it’s simple:

  1. Choose the process you want to automate. Marketing or maybe direct sales? Just imagine and model the workflow. Then bring the concept into the digital realm.
  2. Define the trigger. Set the condition that initiates your automation: a user action, inactivity, a received request, or contact transfer — the workflow start is entirely up to you.
  3. Add the required actions. What needs to happen when the condition is met? Send a welcome email or an offer? Add information and analyze it? Everything at once? Just describe it.
  4. Connect services. Want to combine several typical tools in the system? Choose them from the available list of integrations or describe the needed synchronizations.
  5. Test the scenario. Check how your workflow operates. Try it in simulation mode, then deploy full automation. Something not working as needed? Point out the error and adjust the scenario.
  6. Launch and optimize. Get results without manual work. Adjust the number of FlowBots — manage the workflow scale and automation budget.

And this is only part of the possibilities of no-code workflow automation.

Examples of Real Automations You Can Build

Even a small business has plenty of manual tasks. And all of these require time and resources that could be used for other purposes. This is why using DigitalBPM for automation is among the most effective ways to work. Here’s what you can count on with the platform:

  • Automatic client responses based on context. Thanks to ChatGPT integration, you no longer need to communicate with every user manually. The AI relies on your dataset, analyzes context, and delivers professional responses.
  • AI classification of requests. The system distinguishes the informational reasons behind each request. Accordingly, it redirects the inquiry to the specialist responsible for the specific area — for example, the technical department, a manager, HR, etc.
  • Report generation. No more manual statistics and analytics. The system periodically accumulates information, checks it, and generates reports. If needed, you can even receive well-grounded recommendations based on historical data and industry trends.
  • Creation of text drafts. Generated content that can be used with minimal changes for marketing or other purposes. Including legal documentation, which under normal circumstances requires significant time and resources to process.
  • AI processing of CRM data. As the number of clients, leads, and requests grows, manual processing of large information volumes becomes a challenge. But DigitalBPM can automate this task, so you receive ready-to-use data in a convenient format — in your CRM or another business system.

Thus, low-code no code workflow automation is not just a trend. It is already a critical necessity for businesses — especially if you aim for strong competitive positions in your niche and plan to scale.

How DigitalBPM Connects All Your Tools

DigitalBPM is a universal and easy-to-master platform that brings everything you need for automation into a single ecosystem. Regardless of the types of solutions you require, the system functions as a core, uniting scattered software suites:

Tool CategoryExamplesHow DigitalBPM IntegratesKey Benefits
Communication and CollaborationSlack, Microsoft Teams, ZoomAutomatic triggers for messages, syncing chats with processesFewer manual reminders, transparent teamwork
CRM and SalesSalesforce, HubSpot, Zoho CRMIntegration of customer data into workflows, automatic task creationFaster deal cycles, reduced data duplication
ERP and FinanceSAP, Oracle NetSuite, QuickBooksAutomatic update of financial transactions, budget controlTransparent financial flows, fewer errors
Marketing and AnalyticsGoogle Analytics, Mailchimp, SEMrushAutomatic report generation, campaign launches from BPMReal-time ROI analytics, alignment of marketing with business processes
Document Management and ContentSharePoint, Google Drive, DropboxAutomatic document storage, version controlUnified repository, quick access to relevant files
HR and Workforce ManagementWorkday, BambooHR, ADPAutomation of onboarding, vacations, performance reviewsLess paperwork, transparency of HR processes
Logistics and Supply ChainSAP SCM, Oracle SCM, OdooSupply chain tracking, automatic orderingReduced delays, optimized inventory
Project ManagementJira, Trello, AsanaSynchronization of tasks with BPM, automatic statusesTransparency of progress, team alignment
AI and AutomationUiPath, Power Automate, ZapierRobotization of repetitive tasks, integration with BPM processesTime savings, scalability
Customer SupportZendesk, Freshdesk, ServiceNowAutomatic ticket creation, SLA controlFaster issue resolution, higher customer satisfaction
Security and ComplianceOkta, OneLogin, ISO/IEC 27001 systemsAutomatic access control, process auditsRegulatory compliance, data protection
Analytics and BIPower BI, Tableau, QlikAutomatic dashboard generation from BPM dataData-driven decisions, forecasting
Manufacturing and IoTSiemens MindSphere, PTC ThingWorxIntegration of sensor data into BPMReal-time production monitoring, preventive maintenance
E-commerceShopify, WooCommerce, MagentoAutomatic order updates, CRM integrationFaster order processing, alignment with marketing

And even more. So why not give it a try?

Conclusion

With DigitalBPM, you get the full benefits of business automation, including:

  • less routine;
  • faster work;
  • more stable processes;
  • higher quality communications.

DigitalBPM allows any business to start automation today — even without technical skills. So, give it a try!

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