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Get The Most Out of Your Day With Workflows

by | Sep 2, 2020

Scheduling meetings, searching for files, creating tickets, managing leads, accessing information, and logging in and out of systems are all part of a typical day at the office (or these days—a day working from home). At Capacity, we’ve been hard at work to automate these individual tasks and make your life easier.

But what if you need to coordinate more than a simple task? It’s often that we need to automate a process with multiple people and platforms. We’ve got you covered, however, before we get into how to automate a process, let’s dive into why automating processes are important.

Processes tend to fail.

Companies continue to pour money into tools to streamline processes and yet they run into the same roadblocks: 

The Semiautomated Problem: They can’t mix automated and human-driven processes together.

The Russian Doll Problem: They don’t handle the nested nature of processes embedded in other processes.

The Bottleneck Problem: They won’t track why each process is taking so long.

How do we overcome these challenges? That’s where Workflows come in.

Where work flows.

Workflows are Capacity’s answer to the problem of process automation. At Capacity, you can automate your processes in three simple steps: 

  1. Digitize your offline workflow. Our Workflows Builder enables you to create digital representations of physical processes. In short, you can take what is offline, and put it online.
  1. Assign the Capacity bot. With 50+ app integrations (and counting) and an industry-standard Developer Platform, you can assign more and more tasks to the Capacity bot over time.
  1. Rinse and Repeat. Apply across your organization’s processes.

Workflow demo. 

Using our Workflows Builder, it’s easy to outline a process that requires multiple stakeholders, assign new tasks to those stakeholders, and assign steps to Capacity to complete. Setting up a workflow is as simple as naming the task, adding a description, and assigning it to the responsible party. In addition to adding new tasks, you can also add actions, approvals, Guided Conversations, and Notifications to the process you’re working through. 

We designed Capacity, so you can assign as many tasks as possible to the Capacity bot. Rather than assigning to a teammate, you can assign a task to Capacity using app integrations built out with our Developer Platform. By assigning tickets directly to the Capacity bot, you can automate the vast majority of your workflows.

Want to get a similar workflow up and running? Save your first workflow, duplicate it as a template, and modify the steps to your liking. In doing so, you have the opportunity to gracefully automate the steps of any given business process while creating a direct and measurable ROI for time saved.

How we solve process failures. 

The Semiautomated Problem: Many processes have easy wins for automation but can’t go all the way. For the tasks that can’t be immediately automated, you can create a ticket through Capacity’s best-in-class Helpdesk.  

The Bottleneck Problem. You can easily identify how long a task has been in progress, the average time it takes to complete the task, and how long the entire Workflow takes. This gives you full transparency into where your bottlenecks lie in a process, so you know exactly where to focus your attention.

The Russian Doll Problem. Need to go two inception levels deep into a workflow? Add a Subworkflows within your Workflow. To track what you need, top it off with analytics to easily track and continually improve each workflow.


Capacity’s Workflow Builder empowers a future where every team member is unencumbered from doing their best work—whether you are doing individual tasks or enacting processes for multiple people.