Workflow Automation

What is Workflow Automation?

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Workflow automation is the orchestration of business processes where a sequence of tasks are performed with a set of pre-defined rules. Businesses increasingly utilize workflow automation for reason including:

• Workflow automation is significantly more efficient than manual processes, allowing businesses to scale operations faster while reducing costs.
• Nearly all businesses can benefit from workflow automation, but companies with large amounts of data or commonly repeated processes can benefit most.
• Within any given business, many teams often benefit from workflow automation including IT, product, engineering, sales, marketing, and operations.

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How to Automate Workflows

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Paragon enables teams to visually build workflow automations in minutes. Using Paragon's drag-and-drop visual workflow builder, users can easily connect their company's data and define a sequence of actions to be performed, as well as conditions under which they should be performed.

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Step #1: Set a workflow trigger

Choose how and when to trigger your workflow. You can trigger a workflow by running it on a Scheduler (e.g. every day at 9:00am) or by sending it a request (e.g. when an event sent from an API).

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Step #2: Connect your data

Connect Paragon to your database or any API to pull in data to use in your workflow. See our full list of supported integrations or connect to any API using an HTTP request.

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Step #3: Define actions in your Workflow

Add steps to your workflow to perform actions like sending emails or writing to a database or Google Sheets. With Paragon, you can define the conditions under which certain actions should be performed.