“Here’s why your company’s efficiency should rely on office automation.”

According to IBM, “Automation is the application of technology, programs, robotics or processes to achieve outcomes with minimal human input.” So how can automation support our day-to-day office tasks?

Much like the type of automation we seek in our houses, where we take advantage of smart thermostats, lighting, and entertainment systems, to avoid extra work, office automation is even more important for office operations. It streamlines processes, reduces human-error and eliminates time-consuming tasks that cost time and money.

Office Automation refers then, to the variety software and hardware used to digitally create, collect, store, manipulate, and relay office information needed for accomplishing basic tasks.

In this article we’ll focus on office automation software, and why most of your processes can benefit from automation.

7 tasks you can automate with an Office Automation System 


Small businesses don’t often have the ability to hire a full marketing department to run brand awareness, social media, and customer engagement campaigns. And even if your company does, that team will need tools to effectively run marketing task management. 

office automation for marketing

This is where these systems enter the picture, as these automation technologies can support several office functions such as: lead generation, tracking, nurturing, reporting and analytics. Taking advantage of these tools can help streamline your marketing processes and drive ROI while you grow your business.

You can learn more about marketing automation here.

Customer support

Giving your customers the best possible services from the first interaction with your brand is key, but it’s not uncommon to see companies put these priorities aside due to short staffing and lack of bandwidth. With office automation tools, companies can support customers by complementing human work with automated ticket routing, status updates, information sharing, installing chatbots on your website, and more.

Office automation for customer support

To automate your company’s customer support follow these tips:

〈 Develop a thorough knowledge base 〉

〈 Make it easily accessible 〉

〈 Adopt a ticket management system 〉

〈 Enable automatic ticket routing 〉

〈 Add a chatbot 〉

See how to support customer service with Virtus Flow Ticket Management platform


Another vital part of business success is accurate and timely invoicing, which is why office automation systems can take care of tedious paperwork and manual tasks by:

a. Helping you send email reminders when invoices are due
b. Setting up recurring invoices
c. Automatically paying incoming invoices through electronic transfers
d. Scheduling invoices for future payments
e. Creating invoices with prebuilt templates

Learn more about office automation for invoicing here.


Whether it’s your office manager or human resources department who runs payroll for your company, bringing office automation into the payroll process is one way to empower them and give them the opportunity to focus their efforts on other areas.

Job recruitment

According to Entelo, “Recruiting automation is a category of technology that allows companies to automate recruiting tasks and workflows so they can increase recruiter productivity, accelerate time-to-fill, reduce cost-per-hire and improve the overall talent profile of their organization. Recruiting automation is a subset of Human Capital Management (HCM), a category of enterprise software-as-a-service (SaaS) used by companies to manage all aspects of their workforce.”


Did you know that there are as many as 30.2 billion small businesses in the United States?

When it comes to small businesses, accurate reporting is not always a priority, which can only lead to poor forecasting and business downfalls. This is why office automation can be key.

Through accurate reporting you can save time and money by improving your bottom line and fostering a culture of transparency. When your organization uses office automation tools, you can also reduce human error and eliminate the need for manual tasks.

CRM tasks

SelectHub explains CRM automation as a way to enhance productivity. “CRM automation refers to a CRM system’s ability to automate repetitive, manual tasks to streamline work and improve productivity. Automation of a CRM can encompass a range of functions across marketing, sales and service activities,” they said.

By taking advantage of automation tools for your CRM, you can streamline business processes and give your organization all the tools it needs to succeed. 

Examples of Office Automation Systems

You now know the many ways in which you can use office automation to improve internal operations — but how do you know what solution to choose? Here are three automation software platforms to keep an eye on, and why you should consider them for your organization.

QuickBooks for your invoicing needs

QuickBooks is widely known for supporting your office operations through cloud-based invoicing, time tracking and more. By choosing a tool like this, you’re not only growing your company, but also building stronger customer relations through less human error and delays.

Eloqua, Hubspot and Salesforce for your marketing automation needs

To fully support your marketing needs, it’s important to have robust technology on your side. Fortunately, these companies provide everything from email personalization and database storage to reporting and analytics.

As important as marketing is for brand awareness and lead generation, relying on a strong platform matters just as much. 

Virtus Flow for pretty much everything else!

The Virtus Flow workflow automation software has been designed as a flexible no-code workflow software. Which means that any sector and department, from banking and financial services, manufacturing, healthcare to IT and Vendor Management can use it to automate its processes.

From solutions that support human resources to project management, we’ve made it easier to build forms, store and track data, manage projects and tasks, automatically route work and information, etc. All while having real time access to information that matters.

See how it works….

If you are considering to digitize and automate your processes, we are here to help. Take a look at how you can use Virtus Flow to achieve the best results. We are here to help!

If you liked it, Don't forget to share!