FOR OPERATIONS TEAMS

Automate workflows.
Simplify operations.
Deliver every time.

Telvanta.ai Workflow Automation helps operations teams automate repetitive tasks, connect systems and standardize processes so you can focus on what matters most.

Explore Use Cases

A workflow overview board — active workflows, tasks automated, time saved and errors reduced above a customer onboarding flow canvas and a workflow metrics ring.

Why operations teams love Workflow Automation

Save TimeAutomate repetitive tasks and focus on high-value work.

Reduce ErrorsMinimize manual mistakes with standardized workflows.

Improve EfficiencyStreamline processes across teams and systems.

Increase ProductivityGet more done in less time with automation.

Full VisibilityMonitor every workflow in real time.

Proven operational impact

65%Reduction in Manual Work

80%Faster Process Completion

90%Fewer Human Errors

2.5XIncrease in Team Productivity

98.5%SLA Achievement

24/7Automated Operations

With Telvanta.ai Workflow Automation, we reduced manual tasks by 65% and improved process efficiency across our teams. It's like having an extra team working 24/7.

Ramesh KarkiOperations Head, Shikhar Insurance

Resources

Workflow Automation Guide Best Practices Workflow Templates Use Case Library API Documentation

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No Code Workflow BuilderMulti-channel AutomationConditional LogicReal-time MonitoringSeamless IntegrationsSmart Triggers

Automate any process, across any department

Customer Onboarding

Automate onboarding steps and welcome communications.

Order Processing

Streamline order creation, approval and fulfillment.

Ticket Management

Auto-assign, prioritize and resolve tickets faster.

Approval Workflows

Automate approvals with rules and escalations.

Data Synchronization

Sync data across tools and eliminate manual updates.

Notifications

Send real-time alerts and updates across channels.

How Workflow Automation Works

Define Workflow

Map your process in a simple visual builder.

Set Triggers

Choose what starts the workflow.

Add Actions

Add tasks, messages, updates or integrations.

Set Conditions

Add rules, delays and decision branches.

Test Workflow

Test and preview your workflow.

Activate

Go live and automate instantly.

Monitor & Optimize

Track performance and improve continually.

Powerful features built for operations

Drag & Drop Builder

Build workflows visually without coding.

Advanced Logic

Use conditions, loops and parallel branches.

AI-Powered Actions

Use AI to summarize, classify and respond.

Reusable Templates

Start faster with ready-to-use workflow templates.

Cross-Channel Actions

Automate Email, SMS, WhatsApp, Voice and Push.

Error Handling

Auto-retry, alert or escalate when issues occur.

Role-based Access

Control who can edit, view and manage workflows.

Audit Trail

Track every action and change with full transparency.

Real-time monitoring and analytics

Workflow Performance

by status

68Active Workflows

Completed46 (68%)
In Progress12 (18%)
Scheduled7 (10%)
Failed3 (4%)

Execution Trend

SuccessfulFailed

7505002500

May 13May 14May 15May 16May 17May 18May 19

Top Running Workflows

runs / 7d

Customer Onboarding3,240
Order Processing2,180
Support Ticket Flow1,640
Payment Reminders980

View All Workflows

Popular workflow use cases

Lead Qualification

Capture, score and route leads automatically.

Payment Reminders

Automate payment reminders and follow-ups.

Document Collection

Request, collect and verify documents easily.

Employee Onboarding

Automate HR onboarding tasks and training.

Inventory Alerts

Get alerts and take action on low inventory.

Escalation Management

Escalate issues based on rules and SLA.

Connect with the tools you already use

SalesforceHubSpotZoho CRMfreshsalespipedriveMicrosoft TeamszapierShopify+ More

Automate. Streamline. Succeed.

Build smarter workflows that save time, reduce costs and drive operational excellence.

Automate workflows. Simplify operations. Deliver every time.