As remote and hybrid workforces become standard, many businesses have had to adapt to the ever-shifting economic climate, and employees are now expected to produce more work faster and smarter.
With these pressures in mind, managers are more determined to remove any repetitive activities not absolutely essential toward meaningful business results. As teams and projects scale, overhead and repetitive work increases exponentially. This slows everyone down and is demotivating to those employees stuck doing mindlessly repetitive work. With the need to move fast and do more with less, this can derail a business’ ability to stay competitive and relevant.
By automating repetitive processes, employees spend more time on high-value work, and less on administrative tasks. With professional services automation tools, you can eliminate activities like:
- Archiving completed projects
- Phasing out status update meetings
- Pinging colleagues to handoff work
- And more
Together, the removal of repetitive tasks from a team’s workload saves the average worker hundreds of hours per year — another way of improving productivity.
In conjunction with Wrike Integrate, our project management automation add-on for all complex and multi-app workflows, the Automation Engine identifies repeatable processes that can be automated within Wrike.
Before we detail how it works, let’s first review Wrike Integrate.
A quick primer on Wrike Integrate
Wrike Integrate, our best-in-class, low-code/no-code platform, allows you to use unlimited pre-built connectors to sync with over 400 applications outside of Wrike, including Salesforce, Tableau, Microsoft OneDrive, Marketo, HubSpot, Slack, Adobe Creative Cloud, Jira, and many more. Our easy-to-use robust, stable APIs make it simple to connect Wrike with any of your current applications and automate the workflow so you can confidently build your business on our platform. With drag-and-drop functionality, our intuitive interface enables you to sync data and automate workflows while empowering your team to focus on their work and accomplish more. No doubt a powerful feature, but what about simple everyday workflows within Wrike?
That’s where the Automation Engine kicks into gear.
Wrike’s Automation Engine
The Automation Engine is built-in to the Wrike platform and can automate your most-used workflows to reduce operational busywork right away. Account administrators can now build automation rules using triggers and actions to create custom reminders and notifications, move and organize work, update work status and assignments, initiate approval workflows, and take action based on project risk levels:
- Automation trigger: Triggers are changes in the system that prompts the rule to take action.
- Automation action: The next steps the engine takes once a trigger condition has been met.
Automation Engine is available for Business and Enterprise plans and rules can be applied to Spaces, projects, folders, and tasks.
The beauty of automation for admins and team managers
With Wrike's New Experience, you and your team have a simplified, configurable view and more personalized experience that scales as you add more projects and team members. Combined with our new Automation Engine, your work is more organized and focused based on status, priority, and risk. And, when projects change or tasks begin to pile up, you’ll get notified immediately of upcoming blockers and risks to the overall timeline so that you stay on top of everything.
Here are the most common use cases for Wrike’s Automation Engine:
Automatically organize work into another part of your workspace based on status
- Automatically archive completed work.
- Automatically move work to predetermined folders based on status to feed reports and dashboard.
Progress work when status changes
- Auto-assign resources based on project status.
- Move to “Waiting for approval” folder, notify, and @mention team members.
Take action when potential risk to initiatives timeline changes
- Take action when project risk changes to a specific risk prediction, move to “High risk” folder, notify, @mention, or assign resources.
- If project risk changes, move to “Risk review” folder, notify, @mention, or assign resources.
Create custom reminders
- When work becomes stagnant.
- When initiatives reach a certain status.
- When an update is made anywhere in your project or task.
Start automating your work today
Move beyond basic, one-off integrations to comprehensive workflow automation with Wrike Integrate and our new Automation Engine. Stop apps and your teams from getting siloed and reduce the effort and errors of manual workflows.
Wrike’s Automation Engine automates everyday workflows with simple rules. If you’re new to Wrike, you can start a Business or Enterprise trial, and existing customers can start using the Automation Engine today.