How to create Automated Workflows

Video Guide: How to Create Automated Workflows in Tigersheet Explained!

Make your workflow like a happily-raging river…

Never drop the ball again. Map out your steps in a snap, automate the boring stuff, and assign tasks so everyone’s on the page and super-productive. And changing workflows is a cinch, so your processes can evolve as quickly as your business.

Workflows can come in handy if you wish to get things done automatically in Tigersheet. Tigersheet workflows can help you automate your business processes, making them both more consistent and more efficient.

Let’s start by creating a workflow for something simple like an employee expense claim approval process.

  • An employee submits a claim request for approval.  The claim initial status is set to ‘Approval Pending’
  • The Approver (concerned authority for e.g. HR manager etc.) receives a notification (email) that a claim request has been submitted and is seeking approval. The approver reviews the claim request and verifies if the approval conditions are met. 
  • If the request is approved by the user, an email notification is sent to the account manager in the accounts department with all the relevant details
  • If the request is Rejected, then the approver is asked to specify the reason for rejection (Request a comment action is set).
  • Once the request has been approved and payment is released, the accounts manager is asked to specify the mode of payment used.

(Note: Please refer to the video above that demonstrates the above process step by step)

Create these columns in your Employee Expense Management Sheet (EEM). 

To begin creating a workflow click on settings icon present on top right and navigate to ‘workflows’.

Defining Workflow Status

A workflow status represents the current state of a record.

In case of an employee expense management, when an employee submits a new expense claim request. There can be 4 possible ‘status’ conditions which are:

Approval Pending: The claim request is yet to be approved

Approved: The Claim request has been accepted by the accounts department or concerned authority.

Rejected: The Claim request has been rejected.

Payment Released: Once the claim request has been approved, Payment gets released

Workflow Start Status: This is the default status of the record assigned to it upon creation. For e.g.: As soon as an employee submits a claim request, its workflow status shall be assigned as ‘Approval Pending’ 

Defining Workflow Transitions

Once the workflow status has been configured, the next step is to define Possible State Transitions.

Workflow state transitions are used for moving from one workflow state to another. The transitions can be initiated manually by users or triggered automatically by the system.

Configuring Workflow Transitions:

Once the possible state transitions have been defined, the next step is to configure each of these transitions for different parameters. These include:

Permissions: You can define the roles, users, or specific column users who can make this transition. These three permission options include:

Select Roles: Each user belongs to a role and each role has specific permission associated with it. Tigersheet provides two predefined roles for users- Admin and Standard. Besides these, the admin can add more roles such as ‘Sales Staff’, ‘Marketing Staff’, ‘Content Team’ etc.

Select Users from a Column: If there are some specific users in a particular column you wish to grant permission to be able to make the transition, It can be done by using this option.

For e.g.: Transition:  Pending Approval to Approved

Allow/Disallow Transition

You can allow or disallow a transition based on certain conditions. For E.g.:

According to company policies, all food expenses greater than 1000 shall not be accepted. So, if I want to disallow such claim requests automatically, I will add the following condition to the transition Approval Pending-🡪Approved:

EmployeeExpenses.claimType =’Food’



Note: Here Claim Type is a drop-down column that specifies the type of claim such as Food, Travel, Other, and Claim Amount is a currency column (INR) that specifies the amount to be reimbursed.

Auto Transitions

You can set auto transitions to automatically initiate a state transition when certain conditions are fulfilled. For example, you can trigger an auto transition for a request to state ‘Approved’ or ‘Rejected’ if a certain number of days effective through have passed. 

Adding Actions/Triggers to Workflow Transitions

Tigersheet is designed to enable you to skip over redundant workflows and leave them to the system to finish. That is why it has trigger-based workflows. These automatically complete tasks whenever an event is caused to occur. This is a very powerful feature that lets you make the most of workflows.

For example: As soon as a claim request is ‘approved’ by the concerned authority, the admin should be notified about it with an email. 

-Navigate to Actions- On Transition Success
-Click on ‘Add Action’
-Choose ‘Send Email’, under the list of actions available on the left-hand side.
-Fill in the email template entries such as To, (Recipient) Subject, Body with the appropriate information, and once done Click ‘Save’.

What is Workflow and Why You Need a Workflow Automation Software?

Breaking the Buzzword: What is Workflow and Why You Need a Workflow Automation Software?

The word ‘workflow’ sounds familiar? Right?

You might have heard it in your workplace conversations, usually in conjunction with automation and business processes. But, what is workflow exactly?

Workflows are the day to day motions that make up your job. You might follow them routinely, you might document them methodically, or you might be somewhere in between. In any case, workflows make up a crucial part of your workflow life. So, let’s try to delve deeper and understand what workflow is all about.

Understanding the basics: What is a workflow and how it is useful?

A workflow can be ideally defined as a sequence of related processes, actions, or tasks undertaken to complete a piece of work. For example, A writer’s workflow can look like this:


Every business whether they are aware of it or not uses workflows. Anytime you have performed a sequence of steps to complete a piece of work, you have used a workflow. But, by outlining and structuring your workflows, you mitigate risks and unlock a host of benefits.

The Role of Automation in your Workflows

There is one big benefit of mapping your workflows: they let your opportunities to automate. The word workflow is used routinely in conjunction with automation, that’s because two are closely related in conjunction. So, what is workflow automation software?

  • Automation software allows you to make certain processes happen automatically. This means that automation will handle some of the steps in your workflows for you. In other words, you can augment your workflows with automation. This allows you to free your team from time-consuming, repetitive work that comes as part of a workflow.
  • In some cases, you can build workflows with your automation tool. Alongside automating individual processes, you can string them together to automate repetitive workflows. (But only those that don’t need human intervention.)
  • Automation can also help your workflows run smoother by acting as an IT bridging tool. This means that automation software can bridge processes across your tools and departments. So, if a workflow calls for work to cross departments or swap tools, the automation tool can join those dots.

Benefits of Workflow Automation Software

An automated workflow benefits your business in numerous ways. Here are some of the most important benefits of business workflow automation:

Better Insight into Business Processes

Mapping your processes in workflow allows you to get a more clear, consistent, and top-level view of your business.

One of the biggest reasons why workflow automation is important is because it gives you greater insight into your processes. From then on, you can use the said insights to better your workflows, and improve the bottom-line of your business: get more profits.

Improved Employee Productivity and Quality of Service

Repetitive tasks are the main reason why employees feel unmotivated. The mundane tasks not only take up time, but they also hurt the overall productivity of your employees.

Eliminating repetitive tasks allows your employees to focus on more critical business activities. It can enhance the morale of employees and improves creativity.

Businesses that have automated workflows for repetitive and manual tasks have successfully increased employee productivity by 12% to 15%.

Improved Teamwork and Communication

Workflow automation provides employees with a convenient platform where they can communicate and collaborate efficiently.

Proper communication encourages teamwork and improves overall productivity.

Most of the workflow automation systems have internal communication platforms that are designed to connect different departments and teams within your organization. It will notify individual groups when the specific phase of the project is completed, so the team responsible for the next stage can step in.

Actionable Data and Scalability

Workflow automation can help teams focus more on the organization’s growth rather than spending time on mundane tasks. The right business automation software allows you to eliminate the bottlenecks and reach a higher potential.

In addition, workflow automation software provides you with valuable insights and actionable data. This data helps you identify employee performance, overall business productivity, and the problem areas.

Improved task management and resource allocation can increase individual team performance and overall productivity of your organization.

Why Is Tigersheet Best Value for Your Business?

In addition to offering all the above-mentioned features, Tigersheet is known for its no-code environment, which offers a highly flexible and adaptable business process management, and application that users at every level can refine.

At Tigersheet, we understand that organizations are constantly evolving and growing, and their processes should, too. Being able to make processes match the reality of business operations shouldn’t take countless hours, expert developer assistance, and multi-phased functionality testing.

With a solution like Tigersheet, end users can be empowered to creating and refining their own workflows without prior coding knowledge. The intuitive drag and drop interface, web forms, one-click triggers, interactive reporting tools make business automation a much-needed breeze and everything happens in a no-code environment. Anything more than this is a waste of your staff’s time and your organization’s money.

Take the Next Step

Keeping your business ahead of the curve takes technology that is adaptable, innovative, and easy to use. Tigersheet takes the frustration out of creating, monitoring, and improving your business processes by empowering end-users while removing coding hassles. Want to see and try Tigersheet for yourself? Sign up for a free trial today!

Business Process Automation with Tigersheet

5 Tedious Business Tasks & Processes You Must Automate in 2020

We are living in a fast-paced technologically-driven world that is constantly changing. Speed, Agility, and Adaptability have become game-changers in the 21st century.  Living in an age of instant gratification, customers today get easily accustomed to new services and expect you to deliver excellent quality in whatever you are offering.

Amidst this, a pivotal question to ask is how quickly does your business move and adapt to changes?

Well, frankly speaking, every business organization be it a small startup or multinational giants like Amazon or Google are looking at ways to improve productivity and for many of them, the answer lies right under their nose. 

The Answer: Business Process Automation. It is a technology that streamlines business processes thus eliminating the need to perform repetitive manual tasks. By leveraging rule-based logic to automate manual tasks, workflow automation can help your business save time and money, reduce errors, avoid inefficiencies, and boost productivity.

The Big Question: What types of tasks or processes can be automated? 

The good news is that Automation can start small and doesn’t necessarily require sophisticated tools, to begin with.  You can always begin by mapping the workflow of a given process and look for inefficiencies and errors. 

An important aspect to keep in mind is to not begin automating mission-critical tasks.  Starting small has an advantage that it lets you identify errors and correct them as you move forward. Initially, stick to a goal followed by trimming minutes from predictable, repetitive processes, with small benefits adding up over time.

As you move forward identifying your workflow, search for processes that are:

  • Simple if/then scenarios
  • Actions that are recurrent and predictable
  • Actions that often get delayed in the absence of any human action

Now that you have a fair insight into what automation means, let’s dive deeper into specifics.  While the list could go on and on, we bring here 5 common tasks that are ripe for automation

Copy and Paste Between Systems

Let us begin with a common yet significant task. One cannot deny how many times, organizations are seen struggling to manually move their data across systems.

For example, their ERP systems aren’t connected with their reporting software, so they are forced to manually pull data out of their ERP, edit in Excel, and then upload it to other systems. No wonder, this wastes so much time and also puts data at grave risk for errors. While this is just an example, I am sure it shows the bigger picture. Any time one is manually moving the data from one piece of software to another, that process should be simply automated.

With Tigersheet in place, we don’t let our users suffer from the hassle of moving their precious data from system to system. Tiger sheet’s importing capability ‘Import from Excel’ allows you to bring your Excel record to the platform while saving in a lot of time and effort that can otherwise go into creating a sheet from scratch. You can even convert your excel sheets into a centralized web application without any coding knowledge involved!


Reporting Options in Tigershee

Reporting is one of the most vital arenas that has highest potential for automation, yet very few organizations take this step.  For many companies, reporting is still a manual process wherein some cases employees waste hours manipulating data in Excel. In other cases, users still submit reporting requests to the IT department and wait for their approval.

In today’s data-driven world, automated reporting is a must-have. Here’s why you should consider automated reporting for your organization:

Data Error & Inaccuracies: Studies suggest that more than 90% of data stored in spreadsheets contain errors. So, if you are still relying on manual reporting through excel, you must be prepared to deal with data inaccuracies in your reports.

Slow and Tedious: We live in a fast-paced technology-driven world, but manual reporting is tedious and very slow.  These days, businesses need a way to be able to create and access reports on the go which can be automatically delivered to them on a daily basis.

Tigersheet has powerful report generation capabilities, including grouping items, generating pivot tables and charts. All your reports can be saved and shared with other users, along with drill-down filter capability. Such insightful reports will not only give your business a better insight but will also help you identify bottlenecks, view how your teams are performing, and allocate budget and other resources effectively.


Build Web Forms in Tigersheet

It’s 2020, and it’s quite surprising to see that some businesses still do not have automated forms.  Wondering what are automated forms? Let us break this down to you.

Let us consider a scenario where a prospect completes a contact form on your website asking for more information on a specific service or product. 

Now with a manual process, someone in your company will receive an email with the prospect information. He will first enter his data into a system (preferably a CRM) and then a concerned salesperson shall be notified to follow up with the lead. But with automated forms, all of this happens instantly!

Tigersheet lets you design and launches web forms in just minutes, right from your browser. On top of that, there is no coding involved, so anyone in your team can build forms. The data gets sent to your CRM system and any other necessary system. Notification emails are sent to the appropriate employee. The form can even trigger an email campaign that educates the prospect of the benefits or the product/service they inquired about.

See the difference? The automated forms not only eliminate manual data entry, but they can also improve the entire process.

CRM Tasks

Having a CRM software for your business has become indispensable at this point.  While you must be familiar with the common benefits like data organization, improved sales performance, higher customer retention, and so on, there is still a lot more that an automated CRM can offer. 

The automation features in a CRM can provide a plethora of benefits like:

  • KPI Tracking: Present-day automated CRM gives you a visual summary of your key metrics in an easy to read manner. This completely eliminates away the need to go through complex steps to measure your KPI metrics. All you have to do is configure your dashboards and display the information that you want to keep track of. 
  • Better lead nurturing: Many CRM systems provide the option to set up follow-up emails, meetings, or calls. They can trigger email campaigns based on specific actions taken by the prospect.
  • Improved efficiency: Integrating your CRM system with other tools can dramatically improve your sales team’s efficiency. It can automatically schedule meetings, update calendars, create follow-up reminders, and much more.

Most of the pre-canned CRM software available today incur huge costs and that too with a lot of features you don’t need. Instead, why not subscribe to a no-code platform that allows you to create your own CRM at a fraction of costs? By using a no-code platform like Tigersheet to build a custom CRM system, you have an opportunity to automate another process of your business. Right from sales, customer service to HR your daily business operations can run more smoothly with Tigersheet when implemented across multiple departments.

Email or Text Message Auto Responses


Automatic responses are one of the simplest yet most effective areas to automate that can save so much time. Some of the ways in which email or text automation can help are:

  • Nurture and Follow Up Leads: Many businesses nurture and follow up their leads via autoresponders that are activated whenever a lead completes a form on their website. These responses share content that the prospect might find useful and help them understand how the business can solve their problems.
  • Improve Customer Support: Let us consider a situation that a customer submits a form on your website. Hence, an automated message can be sent to deliver a thank you message to the customer and an alert message to the concerned employee in your business.
  • Report Sharing: Many companies set up their reports to run on weekly/daily intervals. With the help of automated responses, they can automatically distribute these reports to various department heads without any human involvement.
  • Set Reminders and Alerts: If you are constantly reminding your team to complete specific tasks Or, are there predefined steps in a project that require reminders, its high time you should consider automation to increase productivity.

Closing Words

Automated workflows are key to remaining competitive in the coming years, as they help businesses achieve higher goals in a relatively shorter time. Start streamlining your processes today, and don’t get left behind. Get in touch with us.

Tigersheet is a uber-fast modern-day no-code platform that can help streamline business processes in quick and easy steps. The intuitive drag and drop interface allows users with zero coding knowledge to create workflows and share them with your employees. 

TRY Tigersheet for FREE and witness the change in your organization today!