Help > Getting Started with Process Automation

Getting Started with Process Automation

You’re here because you’re frustrated with how slow or disconnected your team’s processes are, so you started searching for solutions and found Fluix. Or, maybe Fluix was recommended to you by a fellow professional you trust. 

We’ve spoken to thousands of leaders like you over the last year, so we’d like to pass on some words of wisdom.

Answering five questions will make finding and implementation a solution faster and more effective for you and your team — whether that solution is Fluix or an alternative.

The 5 Process Automation Questions to Answer

1. What are you trying to accomplish? 

What’s the Big Business Problem you need to solve?

Do you have an overall goal that led to you wanting to find a solution? Explaining it one sentence is helpful.

Here are some examples:

Finish your statement with the outcome you want to achieve.

2. What are your must-haves and preferreds?

“Must-haves” are the features or company requirements any solution must have before you’ll say yes to implementing.

Here are some examples: 

You may not know your must-haves today because you just started researching solutions. We’ll help you create your list.

“Preferreds” are the functionality that aren’t required but would make life better for everyone. These are your wants, not your needs.

Clarifying all of your must-haves and preferreds is crucial if you want to put something in place as fast as possible.

3. Who needs to be involved?

You most likely have several internal teams that need to test or provide input on any solution you want to implement, before one is selected. 

This includes at least these groups:

You need to involve someone from each group. If they’re not, you may think you’ve found the perfect solution but the process is going to stall until everyone is on-board.

4. What other software needs to be integrated? 

Where do you want your data and documents to go at the end of any process? Fluix supports connections to third-party software to receive and send completed forms or data. Other solutions do too. 

Should you connect your ERP or CRM? And what about Sharepoint, OneDrive, Dropbox, Google Drive, or another cloud storage solution?

Connect software like Airtable, Asana, Monday, Procore, Smartsheet? Or Zapier and Make (formerly Integromat) for integrating other software? 

Fluix can help you make custom connections as well. But first you need to decide which tools must be integrated for your best workflow automation.

5. Who will provide official approval to implement? 

Rarely is one person responsible for “process automation” at small and medium companies. Often large enterprises face the same challenge. It’s a team effort. And some senior leaders aren’t comfortable with automation enough to make the final decision.

Here’s a great question to ask your manager:

“I’m researching options to improve our _______________. If we find one that can improve how we _______________ in order to eliminate _______________ and save _______________, who would give us budget approval to sign up?”


Occasionally we encounter a leader who feels the pain of a broken process that is in desperate need of improvement, but the manager hasn’t thought about these five areas. When this happens, the process indefinitely stalls so that others in their company can catch up. 

Don’t let this happen to you.

Addressing these five areas will ensure your team, company, or organization is ready to implement a workflow automation tool that meets all of your needs, with a faster implementation timeline.

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