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Operations

Workflow

A workflow is a sequence of steps that gets a task done — from start to finish. In business, a workflow might be: customer enquiry → send quote → customer approves → raise invoice → chase payment. Mapping out your workflows helps you spot where time is being wasted and where automation could help.

Real-world example

A cleaning company maps their booking workflow and realises they are manually sending confirmation emails. They automate this step, saving 30 minutes per day.

Related terms

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