B2B data glossary Definition

Workflow Automation

Workflow Automation is the process of using technology to streamline and automate repetitive tasks and processes within a business workflow.

Updated
Try the app free
or use it in
Google Sheets
Claude
API
4.6 / 5 on Google Workspace Marketplace4.5 / 5 on G2254 upvotes on Product Hunt
Part 1 / 3

Definition

Definition: Workflow Automation

Workflow Automation is the process of using technology to streamline and automate repetitive tasks and processes within a business workflow. Workflow automation is essential in digital marketing and sales automation, as it enables businesses to enhance efficiency and accuracy by reducing manual intervention. By automating routine tasks such as data entry, email marketing campaigns, lead nurturing, and customer follow-ups, companies can focus on strategic activities that drive growth and improve customer experience. In data enrichment, workflow automation ensures that customer data is continuously updated, accurate, and actionable, leading to more effective targeting and personalization. The significance of workflow automation lies in its ability to save time and resources, minimize errors, and improve decision-making by providing real-time insights. This optimization of processes not only boosts productivity but also empowers teams to achieve better outcomes in a competitive business landscape.

Part 2 / 3

Example

Example of Workflow Automation

For example, a marketing team implementing workflow automation might set up a system where new leads from a website form are automatically added to the CRM, scored based on their behavior, assigned to the appropriate sales representative, and entered into a personalized email nurturing sequence-all without manual intervention. When a lead's engagement score reaches a certain threshold, the system automatically notifies the sales team to make direct contact. Meanwhile, the marketing department receives weekly automated reports showing conversion rates and campaign performance. This end-to-end automation not only eliminates hours of manual data entry and follow-up tasks but also ensures that no promising lead falls through the cracks, ultimately increasing conversion rates while reducing the team's administrative burden.

Why teams choose Derrick.

Powerful features that save time and boost your sales pipeline.

ENRICHMENT

100+ data points on companies & leads.

AI POWERED

Built-in AI, no separate subscription.

FOUR SURFACES

The web app, Google Sheets, your AI assistant, or the API.

BEST VALUE

Same quality data, for a fraction of the cost.

From a search to a campaign, in one place

The four steps Derrick covers in the web app, and the features behind each one.

Data-Enrichment

Find exactly what you need with our comprehensive workflow library.

I want to find

email addresses

Work addresses, checked before they land in your sequence.

From a lead email, a LinkedIn profile URL, a full name … 6 ways See the guide → I want to find

phone numbers

Direct dials and company lines, not a switchboard.

From a LinkedIn profile URL, a full name, a lead email … 10 ways See the guide → I want to find

LinkedIn profile data

The right profile, plus what it says: title, tenure, skills.

From a LinkedIn profile URL, a lead email, a full name … 27 ways See the guide → I want to find

company data

Name, headcount, location, website, funding.

From a company name, a LinkedIn company URL, a company website … 68 ways See the guide → I want to find

LinkedIn company data

A company page read in full: industry, size, followers.

From a LinkedIn profile URL, a LinkedIn company URL, a lead email … 46 ways See the guide → I want to find

website technology

The CMS, the CRM, the analytics a site runs on.

From a company contact email, a company website, a LinkedIn company URL … 22 ways See the guide →
Start enriching LinkedIn profiles today

Open the Derrick web app, import a LinkedIn search or your own list, nothing to install. The free plan gives you 100 credits every month, no credit card.

Try the app free
or use it in
Google Sheets
Claude
API
100 credits free every month
1 credit per LinkedIn profile imported
5 credits per email found (paid plans)