Automate Workflow Automation
Integration & Workflows
Automate the flow of work between people, systems, and applications. Eliminate manual handoffs, approval bottlenecks, and status-tracking chaos with intelligent workflow automation.
The Power of Integration
Real results from businesses that automated their Workflow Automation workflows
Reduction in manual handoffs, follow-ups, and status tracking
Improvement in approval cycle times with automated routing and reminders
Reduction in process errors from automated validation and enforced steps
Increase in process throughput without adding headcount
The Manual Integration Challenge
Common problems businesses face without automated Workflow Automation integration
Manual Handoffs That Drop the Ball
Work moves between people through emails, messages, and verbal requests. Things get lost, forgotten, or stuck in someone's inbox. Workflow automation ensures every handoff happens automatically with the right information at the right time.
Approval Bottlenecks
Invoices, purchase requests, time-off requests, and project sign-offs sit waiting for someone to approve them. People forget, lose track, or don't know it's their turn. Automated workflows route approvals instantly and send reminders until they're done.
No Visibility Into Process Status
Where is that order? Has that request been approved? Did someone send the follow-up? Without automation, the answer is always "let me check." Workflow automation gives everyone real-time visibility into where every item is in the process.
Inconsistent Process Execution
Different people follow different steps in different orders. New employees don't know all the steps. Important checks get skipped. Workflow automation enforces the correct process every time, with mandatory steps and validation.
Too Many Tools, Not Enough Connection
You use Slack for communication, Google Sheets for tracking, email for approvals, and a CRM for customer data. None of them talk to each other. Workflow automation connects your tools into seamless, automated processes.
Growing Pains Without Growing Headcount
Process volume increases but your team size stays the same. You can't afford to hire for every incremental increase in workload. Workflow automation handles the growing volume automatically, scaling with your business.
What We Connect Workflow Automation With
Seamlessly integrate Workflow Automation with your existing business systems
Robotic Process Automation
When your workflow hits a step that requires interacting with a desktop application or legacy system, RPA handles it.
Business Process Automation
Workflow automation is one approach within the broader BPA strategy. See the full picture of how we automate entire business processes.
Intelligent Document Processing
Combine workflow automation with IDP to automatically process documents, extract data, and route for review.
Hyperautomation
Workflow automation is a key component of hyperautomation, orchestrating multiple automation technologies together.
Process Mining
Use process mining data to design better workflows based on how your processes actually work, not assumptions.
Custom Software Integration
Build custom API integrations for systems that need deeper connections than standard workflow automation provides.
Integration Capabilities
Everything we can automate with Workflow Automation integration
Trigger-Based Automation
Start workflows automatically when specific events happen: a form is submitted, an email arrives, a record is updated, or a date is reached. No one needs to remember to kick things off.
- Form submission triggers
- Email and message triggers
- Schedule-based triggers
- Database and system event triggers
Approval and Routing Workflows
Route requests to the right approver based on type, amount, department, or custom rules. Parallel approvals, sequential chains, and escalation paths all handled automatically.
- Multi-level approval chains
- Conditional routing logic
- Automatic escalation on timeout
- Mobile-friendly approval interfaces
System-to-System Integration
Connect your business applications so data flows automatically between them. When something happens in one system, the right actions happen in all the others.
- CRM to ERP data sync
- Email to ticketing system routing
- Form data to database population
- Cross-platform notifications
Notification and Communication
Automatically notify the right people at the right time through email, Slack, Teams, or SMS. No more manual follow-ups or status update meetings about routine work.
- Multi-channel notifications
- Customizable alert rules
- Escalation and reminder sequences
- Status update broadcasting
Conditional Logic and Branching
Build workflows that make decisions based on data. If an invoice is over $5,000, route to the CFO. If a support ticket is urgent, skip the queue. If a form is incomplete, request more information.
- If/then/else logic
- Data validation and checks
- Dynamic routing based on content
- Error handling and fallback paths
Reporting and Analytics
Track how your workflows perform: processing times, bottleneck locations, completion rates, and SLA compliance. Data-driven insights to continuously improve your processes.
- Workflow performance dashboards
- Bottleneck identification
- SLA and deadline tracking
- Throughput and volume reporting
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Workflow Automation integration
What is workflow automation?
Software that runs your business processes automatically based on rules and triggers. When something happens (a form is submitted, an email arrives), the workflow routes it to the right person, updates records, sends notifications, and moves work forward. No one needs to push it along manually.
How is workflow automation different from RPA?
Workflow automation connects apps through APIs and orchestrates work between people and systems. RPA works at the screen level, clicking and typing like a person. Workflow automation is great for modern cloud apps. RPA is essential for legacy systems without APIs. We often use both together.
How is this different from Zapier?
Zapier handles simple two-step integrations: when X happens in app A, do Y in app B. We build complex, multi-step workflow automations with conditional logic, error handling, and legacy system integration. We also combine workflow automation with RPA and AI when needed. Check out our Zapier vs DigitalStaff comparison for the full breakdown.
What tools and platforms do you use for workflow automation?
Microsoft Power Automate for Microsoft environments, UiPath for processes that need both workflow and RPA, custom API integrations for complex requirements, and purpose-built tools for specific use cases. We recommend the right platform based on your existing tech stack.
Can workflow automation handle complex approval processes?
Yes. Multi-level approval chains, conditional routing by amount or department, parallel approvals, timeout escalation, and mobile-friendly interfaces. It replaces email-based approval chaos with structured, trackable workflow automation.
How long does it take to set up workflow automation?
Simple workflows take days. Multi-step workflows with conditional logic and integrations take 2-4 weeks. Enterprise-scale projects with interconnected processes take 4-8 weeks. We start with the highest-impact workflow and expand from there.
Will our team need training to use automated workflows?
Very little. Good workflow automation works behind the scenes. Your team fills out forms, responds to approvals, and gets notifications through tools they already use (email, Slack, Teams). The automation handles routing and tracking invisibly.
Can we start small and scale up?
Yes, and we recommend it. Start with one high-impact workflow, see the results, then expand. Most clients start with an approval workflow or a data sync and grow from there. It reduces risk and proves ROI early.
Ready to Automate Your Workflows?
Get a free workflow assessment showing which processes in your business would benefit most from automation. See how much time you could save by eliminating manual handoffs and approval delays.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap