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Workflow Automation

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May 1, 2024 Updated June 18, 2025 27 minute read

An Introduction to Workflow Automation

Workflow automation is the design, execution, and management of business processes based on predefined rules where tasks, information, or documents are passed from one participant to another for action, according to a set sequence. At its core, workflow automation aims to improve efficiency, reduce the potential for human error, minimize costs, and free up human workers to focus on more strategic, creative, and complex tasks. It involves using software and technology to automate a series of actions that make up a specific business process, from simple task routing to complex decision-making.

Path to Workflow Automation

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We've curated 24 courses to help you on your path to Workflow Automation. Use these to develop your skills, build background knowledge, and put what you learn to practice.
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Reading list

We've selected 23 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Workflow Automation.
Offers a comprehensive overview of Business Process Management (BPM), which is foundational to workflow automation. It covers essential concepts, methods, and techniques suitable for both beginners and advanced students. It is widely considered a standard textbook in academic settings.
Delves into the contemporary topic of Intelligent Automation and Hyperautomation, exploring the combination of RPA, AI, and other technologies. It provides a forward-looking perspective on the future of automation and its impact on businesses and society. It is essential for understanding the current trends in the field.
Focusing on the practical aspects of implementing BPM, this book provides real-world examples and guidance for successful projects. It valuable resource for practitioners looking to apply BPM principles to workflow automation initiatives. It complements theoretical knowledge with actionable strategies.
Explores the evolution of RPA to include cognitive automation, highlighting real-world implementations and the risks and benefits involved. It provides a deeper understanding of the advanced forms of automation and their impact on enterprises. It's a good resource for those looking beyond basic RPA.
Focuses on leveraging process automation technology, including workflow engines, to orchestrate various components like software, humans, and bots. It provides practical advice and explores how process automation fits into modern IT architectures. It is suitable for developers and architects.
This playbook focuses on leveraging Microsoft's Power Platform, including Power Automate, for digital transformation and automation. It is highly relevant given the mention of Power Automate courses. It provides guidance on using a specific popular automation platform.
This guide provides a comprehensive look at BPM, covering frameworks and methodologies for implementing process improvements. It useful resource for anyone involved in managing and optimizing business processes, which is directly applicable to workflow automation projects. It offers practical guidance for practitioners.
Focuses on using Microsoft Power Automate for workflow automation, covering topics such as creating flows, using connectors, and managing triggers.
Foundational text in workflow modeling, providing tools and techniques for analyzing and improving business processes. While published some time ago, the principles of workflow modeling remain highly relevant for designing effective automation solutions. It's a valuable reference for understanding process design.
Provides a practical, hands-on approach to workflow automation using Zapier, a popular no-code tool. It is ideal for beginners and those looking to automate tasks without extensive coding knowledge. It offers step-by-step guidance and real-world examples.
Comprehensive guide to SAP Build Process Automation, a low-code/no-code platform. It covers creating and managing business process projects within the SAP ecosystem. It valuable resource for those working with or interested in SAP's automation tools.
While broader than just workflow automation, this book provides a crucial framework for understanding digital transformation, of which automation key component. It helps readers rethink their business strategies for the digital age and provides a playbook for navigating this change. It offers valuable context for implementing automation initiatives.
Provides a practical guide to using Blue Prism for robotic process automation, including topics such as process design, bot development, and deployment.
While focused on software development, this book's principles of automating the software release process are highly relevant to workflow automation in a technical context. It is considered a classic in the DevOps and continuous delivery space. It provides foundational knowledge for automating technical workflows.
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