Automation glossary

Workflow

A workflow is an ordered process of tasks, decisions, handoffs, and outcomes performed by people, software, or both.

In plain language

It describes how work moves from an initiating event to a useful business result, including exceptions and ownership.

Example

A customer onboarding workflow collects documents, verifies payment, assigns tasks, and schedules a kickoff call.

Automation · Trigger · Action · Conditional Logic

Common misconception

A workflow is not necessarily automated; automation implements some or all of a workflow.

Implementation guidance

Map the current process and exception paths, define entry and completion criteria, assign owners, then automate stable and measurable steps.

Primary references

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