t20-win

Technology · July 22, 2022

10 Steps To A Smooth No Code Automation

When it comes to automating your business processes, there’s no need to code. In this article, we’ll show you how to get started with no-code automation using Acworkflow.

1. Interview customers to find out about their problems

Before you start, it’s important to talk with users and find out about their greatest challenges. You may design a better workflow automation solution if you understand the issues that must be addressed. By talking with your users, you may discover their level of technical expertise and whether they will use what you create. This can assist you in determining whether a no code solution is appropriate for their team. Finally, by taking the time to interview consumers, you might build a no code solution that is more likely to fulfill their demands, address their issues,

2. Agree on what will be automated

The findings of your interviews should lead to a conclusion on which operations will be automated. No one knows your company better than the individuals who will use the automation. After all, they’ll be dealing with automation on a daily basis, and they may have ideas on how to make it more efficient. Workflow automation might help you save time and money, but it’s important that everyone understands the procedure.

3: Make a Flow Chart

Workflow automation may help you increase efficiency and productivity in your company. However, before you drag and drop a single module onto your no-code canvas, create a workflow diagram. It’s like in construction when they say ‘measure twice, cut once. Diagrams are the same principle. Diagrams help you plan and prepare ahead of time, ensuring that anything built is well-planned and organized. This will assist you in planning out the phases of your procedure, identifying any bottlenecks, ensuring that your automation is successful, and saving you time. With Figma, for example, users can create diagrams without any technical knowledge using a free no-code approach. You might use Figma to create your process diagram while avoiding the trouble of writing code.

Then, as in the first two stages, share your diagram with users and solicit their comments to ensure you’re on the correct path after completing the interviews.

4: Examine the Utility of No Code Tools

Before you start looking for a vendor, make sure you know exactly what you need. You may have a vendor in mind that has worked well for you in the past.

If you don’t have a pre-populated list of vendors, you’ll need to do some research. Some are more apparent than others. You’ll want to look at Wix or Workflow if your automation is to develop a website that the marketing team can modify on an ongoing basis.

Start with a Google search. Try searching for phrases that include the features your automation must have, such as “no code marketing automation,” and see what platforms emerge. Experiment with different search words around your desired result. A consensus will begin to take shape around the best solutions. Keep track of all the vendors who can help you meet your goals.

a: Visit Websites

Look for anything that includes the words ‘solutions,’ ‘teams’ or ‘industries.’ Look to see if any of these are a match and dig deeper. Examine what case studies and templates they include for any potential matches with your solution.

b: Visit Review Sites

Examine the companies’ websites to see if they’re on any review sites. This can give you a good indication of which firms are trustworthy and which ones you should avoid. Any platform you’re looking into should have some product evaluations. Look at the overall rating and the number of reviews. If there are hundreds of reviews, randomly read through both 1-star and 5-star reviews to see if any common themes emerge regarding strengths and flaws.

c: Pay Attention to the Price

You’ll want to think about the cost of the platform. While many no code platforms are inexpensive, some may be rather pricey. Make sure your budgeted setup and subscription costs fulfill your expectations over time. This is especially true if you need several platforms to complete your automation.

6: Consider paid templates

The process of automating repetitive tasks can be simplified even more by utilizing free templates. For example, tracking the outcomes of a pay-per-click campaign. There are now many paid pre-built templates available for a variety of business needs, from HR and finance to marketing and e-commerce, that may help you automate routine activities.

They provide significant time and money savings for businesses. Look for pre-built templates that may help you overcome your challenges. Google is a great place to start your search. Your automation providers will also have some premium pre-built templates available to purchase.

7: Consider An Automation Agency

The finest and quickest approach to getting your automation up and running is to hire a workflow automation firm from the outside. If you want someone else to build your workflow automation for you, there are a few things to bear in mind.

First, try to find a firm that just focuses on no-code development. This ensures that automation will be built without slowing down the process with ‘low code’ solutions. Second, make sure the firm has experience with the tools you need for your automation. This experience will result in a system that meets your specific demands and weeks of ‘figuring things out. Finally, inquire about cost and availability. You want to make sure you’re getting a fair price for the work you do, as well as make sure they have all the necessary resources. With these things in mind, you can find an agency that is ideal for your needs.

8: Use An Iterative Build Process

The best approach to start developing your automation is to utilize an iterative build method in accordance with the motto of involving users at every step. An iterative build process is a no-code workflow automation method that allows businesses to automate their operations quickly and simply. With iterative builds, companies can write their procedures once and then automatically execute and evaluate sequences at each step of the process, collecting user feedback. This makes it easy to develop each procedure quickly and make modifications without depending on IT or developers. Iterative builds can replace or supplement many company activities, from simple tasks like data entry and email notifications to more complex processes such as permissions and client onboarding.

9:The fourth step is to document and record development as you go.

The easiest approach to get people to use your automation is to have thorough documentation on each step of the process. The greatest method to do this is to make video screen captures while completing each procedure, then provide a collection of these recordings for users to watch. Loom is a popular tool for recording and describing workflow processes.

Start Using Them And Get Feedback. Make Changes Based On The Responses You Get Back

Even the most carefully designed system may fall apart when something goes wrong. Getting things right the first time isn’t always simple, as anyone who has attempted to automate a process knows. Even the most meticulously created system may encounter unforeseen complications. As you develop your prototypes, you will want to get user feedback as soon as possible. You can avoid traps and make changes to your automation as needed by getting input from customers early and often. This process of continuous improvement is one of the biggest benefits of no code automation, and it may help you create a more efficient and user-friendly workflow.

Conclusion

So, there you have it: a fast and easy tutorial on how to automate the development of your company’s software. You may save time and money by following these simple steps. Also, don’t forget that if you ever need assistance, our staff of professionals is available to assist you. Let’s speak about how we can assist you with automating your operations across multiple use cases and get started on developing the ideal app for your company. Learn more about our workflow automation solutions.