Business Automation

Automate your way to profitability with the Workbooks Automation Engine

Business automation is the name of the game today and companies that are automating processes are realising multiple benefits, including; time and cost savings, improved customer relations, easier cash flow management and increased turnover.

Workbooks has a whole host of automation features that can streamline your business processes and save your team time on common tasks.

The Workbooks Automation Engine allows you to use scripts to automate processes, such as lead capture and assignment or the month end invoicing run.

Processes can either be run on a schedule, for instance, every hour, or you can link a process to a button on a form, so it can be run by your users. We provide a comprehensive library of scripts for common tasks, which you can adapt to meet your specific requirements, or, alternatively, you can write your own.

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