Ways to Build Your Workflow Platform for your Business

Ways to Build Your Workflow Platform for your Business

So many of us waste a lot of time each day at work. You may handle those distractions with the help of so many alternatives. But by creating improved routines, most of this inefficiency might be stopped before it occurs. Here is a breakdown of how to build a workflow platform:

Choose A Straightforward, Structured Methodology:

Conditional logic is a fantastic element to remember while describing your job list. For Instance, you occasionally create copy for social media campaigns. Using conditional logic, you may add a straightforward yes-or-no query to your first job.

Because of this, you only require two distinct workflows for days when you write copy and days when you do not. In addition, you may utilize a single workflow for a variety of cases thanks to conditional logic, which will make your life a whole lot simpler.

Get Your To-Do List Finished First:

This allows you to define the parameters of your workflow and prevents you from rearranging your entire workflow to accommodate a new activity.

Making a task list is a skill. However, structuring your duties in a particular way can help a workflow. Here are some guidelines:

Use Segments to Organize Your Tasks

An onboarding process is an excellent application for this feature. There are various onboarding stages, and each has its duties. You can also hide later phases until the new hire reaches a level.

Perform One Action Per Task

Although it may seem straightforward, this is trickier than it appears. First, divide a task into smaller ones if it needs to be completed in several steps or requires many activities. This ensures that every duty is distinct and unambiguous, preventing confusion or overwork, and errors from occurring.

Employ Imperative Language

This way, the list of tasks can be rapidly scanned by anyone utilizing this workflow to get an overview of what needs to be done. It will also assist you in determining whether a task is associated with more than one activity.

Use Form Fields to Collect Data:

As the workflow runs, you can enter information in form fields to keep track of crucial data that aren’t always the same. Even sending and receiving data from the tools you like is possible using form fields.

Form fields provide your workflow with a ton of versatility. They’re an excellent way to gather data that may later be exported to another program, like a Google spreadsheet or a Slack channel, or automatically entered into a subsequent action.

Some form default fields are:

Short Text

This is for brief items like names and titles.

Email Addresses

They are only entered into this field. It will be marked as incomplete if the text submitted does not adhere to the usual address format.


This is the email address field’s online representation. It will be flagged as incomplete if the submitted text does not adhere to the standard URL format.


This is where you use a yes-or-no query when using conditional logic. However, it is not restricted to either-or inquiries. Instead, the user can select from a variety of options.


This is comparable to a drop-down menu in that it offers more than one option for selection. The multi-choice field can describe what resources or packages new employees in various departments or locations will require to prepare for their first day if you use a single process for all new hires.

Put Your Team Members in Charge:

Your staff can check their mailbox and see exactly what they need to accomplish. As a result, finding your tasks is not a difficult chore.

Workflows are fantastic because they make it easier for teams to collaborate. The majority of your initiatives indeed call for numerous internal reviewers or contributors. You can delegate workflows and specific tasks to various team members and organizational groupings.

Even better, you can give a role-specific task assignment. So anyone in that department who has that function can handle it if you need someone from HR to finish a task. In this manner, you can proceed without waiting for a particular person.

The Guest assignment is the best part of this. Anyone you need to collaborate with within your organization is a Guest. They are only permitted access to what you provide.


Your workflows don’t need to be extremely thorough at the start to be helpful. You’ll come to appreciate how adaptable and straightforward it is to change your routines as you use them more frequently. A process should continue to develop once it has been established to meet the needs and specifications of your firm.