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Where to Start With Workflow Automation

AI + Work
Topics /  
Learn With BizFlow
August 12, 2026
Author /  
Michael Del Castillo

Where to Start With Workflow Automation

AI has raised expectations for what teams can accomplish with fewer resources, creating a new sense of urgency around doing more with less. Teams are juggling faster turnaround times and compliance checks, all while trying to deliver a great experience for both customers and employees.

The fix? Automation plus AI. Together, they cut out manual grunt work, streamline tasks, and free your team to focus on high-value projects rather than administrative upkeep.

For this reason, companies are turning to Low-Code/No-Code Application Platforms (LCAPs) to speed things up. Instead of waiting on traditional, lengthy software development cycles, LCAPs let you build and deploy custom workflows quickly, without losing administrative oversight.

We’ve already explored automation and low-code technology in depth. Now, let’s answer a more practical question: Where should you start?

The Perfect Candidates for Automation

Not every process needs an automation or AI makeover, and you certainly shouldn't try to take on every project at once. To get the most value from your investment, look for workflows that share a few common characteristics.

The best candidates tend to be repetitive or rules-based—tasks your team performs over and over again or processes with clear “if-this-then-that” logic. They may also be cross-functional, time-sensitive, or invisible, passing between teams, creating bottlenecks, or being tracked through messy email chains, Slack channels, SharePoint, spreadsheets, or manual check-ins.

If a process fits a few of these, modernizing it with automation or AI can deliver greater efficiency and clarity. Here are five of the most common places we see organizations start.

5 Real-World Examples Ready for Automation

1. General HR Forms and Requests

HR teams are often buried under leave requests, training requests, frequently asked questions, and policy acknowledgments. Individually, these forms take minutes, but collectively, managing the manual routing and chasing down email approvals can eat up hours each week. Automating these requests standardizes the input and handles the routing instantly, giving HR teams more time for personal employee engagement where it’s needed. Faster responses can also improve employee satisfaction and morale across the enterprise.

A Low-Code Application Platform makes these workflows particularly effective because HR teams can quickly create and modify forms without waiting for lengthy development cycles. As policies evolve or new requirements emerge, forms, approval paths, and notifications can be updated in days rather than months. This flexibility allows HR departments to continuously improve employee services without creating additional burden for IT.

2. Employee Onboarding

Welcoming a new hire requires a synchronized effort between HR, IT, and facilities. A new team member needs benefits enrollment, equipment, system access, and training. Instead of relying on a scattered checklist, automation triggers these tasks in the exact sequence required, ensuring a seamless first-day experience for the employee and total readiness for the organization.

What makes onboarding an ideal fit for an LCAP is its ability to connect multiple systems and teams within a single process. A new hire record can automatically initiate tasks across HR systems, identity management tools, equipment provisioning processes, and training platforms. Rather than forcing departments to manage multiple disconnected applications, the platform serves as a central hub that keeps everyone aligned and informed.

3. Telework Agreements

Managing remote work applications, supervisor signoffs, and annual policy reviews involves a lot of predictable, recurring administrative work. Automation handles the document routing, logs the approvals, and pushes out automatic renewal reminders so compliance doesn’t slip through the cracks.

Because telework policies and approval structures often change over time, organizations benefit from the adaptability of a low-code platform. Citizen developers can easily adjust approval chains, update policy acknowledgments, add new review steps, or modify renewal schedules without requiring significant redevelopment. This allows organizations to respond quickly to changing workplace policies while maintaining consistency and oversight.

4. Insurance and Claims Workflows

Whether it’s claims intake, eligibility verification, or document reviews, insurance processes require accuracy across multiple teams. Automation helps ensure no critical step is skipped or forgotten while simultaneously building a digital paper trail to support regulatory and audit requirements.

Low-code platforms provide a strong foundation for these workflows by combining process automation with case management capabilities. Users gain a complete view of the claim or request, including documents, communications, approvals, and status updates in a single location. This level of visibility helps reduce delays, improve collaboration between departments, and simplify compliance reporting when audits occur.

5. Customer Service & Call Center Intake

High-volume customer inquiries can easily slip through the cracks without a structured system. By automating the intake and triage process, customer requests can be instantly routed to the right agent based on issue type, with built-in escalation alerts if a response takes too long.

An LCAP extends these capabilities by allowing organizations to consolidate requests from multiple channels, including web forms, email, self-service portals, and other customer touchpoints. As service demands evolve, organizations can rapidly introduce new intake forms, routing rules, and service workflows without rebuilding the entire solution. This makes it easier to scale operations while maintaining a consistent customer experience.

Look Beyond the Department Label

The examples above are just a snapshot of what customers build every day with BizFlow’s platform. The exact same logic applies to procurement, contract approvals, permit requests, licensing, grants management, and many other processes.

Don’t worry too much about picking the “right” department. Instead, look for the friction—anywhere work is repetitive, structured, collaborative, and a pain to track manually.

Ultimately, the question isn’t whether a process can be automated. The better question is: Is keeping it manual still worth your team’s time?

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