At Way We Do, we’re all about making your work life easier — and our latest in-built process automation features do just that! Designed to streamline tasks and boost team efficiency, these new tools empower you to automate repetitive processes, ensure consistency, and free up time for the work that truly moves the needle.
Ready to elevate your workflow? Let’s explore what’s new!
Process Automation
Process automation is the use of technology to streamline repetitive or routine tasks, allowing them to run automatically without manual input. Think of it as having a virtual assistant who handles tasks for you.
At Way We Do we’re constantly looking for ways to bring process automation directly into the platform. Our latest feature update is all about taking it to the next level with the Activated Checklist! While we’ve kept the classic Schedule feature you love — now with a new name & look — we’ve also added three exciting new automation options to give you even more flexibility.
Curious to see how they work? Keep reading for a quick breakdown of each!
When a checklist instance is completed
Sometimes, workflows in a specific order—when one set of tasks is done, it’s time for the next set to kick off. With this automation, you can seamlessly transition from one process to the next without missing a beat!
This automation works by starting a new checklist when another is finished.
You can find detailed instructions for setting up the checklist instance completion automation here.
When a step in a checklist instance is completed
We aren’t always waiting until the end of one process before it’s time to jumpstart the next one. Sometimes, you just need to hit a certain milestone in your current work as the trigger to dive into the next process.
This automation allows you to start a new process based on a step in a checklist being completed.
You can find detailed instructions for setting up the checklist instance step automation here.
When a new team member is added
When a new team member joins, you want them to hit the ground running! Now, imagine the ease of having them automatically added to all the right processes the moment you create their profile. No setup hassles—just instant productivity from day one!
This automation will start checklist instances based on new team members being added to Way We Do.
You can find detailed instructions for setting up the “when new team is added automation” here.
Date Schedules
Introducing Date Schedules—our upgraded version of the classic Schedules feature! They still automate your processes at a set frequency, but with a fresh setup. And don’t worry, if you were already using Schedules, they’ve been seamlessly converted to Date Schedules for you.
You can find detailed instructions for setting up the date schedules automation here.
At Way We Do, our upgrades and enhancements are more than just shiny new features—they’re proof of our commitment to constant improvement and our mission to be your go-to tool for business process optimization. And we’re not stopping here—stay tuned for even more exciting features coming your way!
For feedback or support, please reach out to us via support@waywedo.com
