Process Design and Workflow Automation Questions

Covers designing and implementing automated business workflows to reduce manual effort and friction in revenue and customer facing processes. Topics include analyzing processes to identify automation opportunities, designing efficient end to end workflows, implementing automation in CRM and marketing automation platforms, integrating systems and data flows, choosing between rule based automation and human in the loop processes, and understanding risks of over automation such as false positives in lead qualification. Also includes change management, stakeholder alignment, monitoring and metrics for automated workflows, and best practices for balancing automation with human judgment.