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Looking to save time, but not sure if a task on your “to-do” list could be automated? ?Adpoint’s?Workflow?plugin is designed to cut down on tedious data entry, back-and-forth communication, and confusing approval processes. We’ve already shared a list of 10 tasks?Workflow can automate, but the truth is, the sky is the limit when it comes to?Adpoint?automation.? 

The typical Workflow user saves two hours per day.?So, grab your to-do list, because if any of your tasks meet one or more of these criteria, we can help you scratch them off with the power of automation!?? 

1. The task is frequently repeated? 

These tasks are the most likely candidates for automation, because repeatable tasks often follow the same process and rules. Common examples include or sending a proposal template automatically to a user.?? 

2. The task is measurable 

If completion is reliant on a deadline or specific (measurable) deliverables, chances are it can be?automated.?If a task takes place after a specific action or trigger, you can define next steps to run in the background. Triggers can be defined based on these criteria to suit your needs.? 

3. Completing the task requires a specific set of rules to be followed? 

If there’s a detailed process document lurking somewhere, or a complicated QA process your employees have been trying to memorize, chances are those rules can be converted into an automated process.? 

4. The task pertains to a specific person’s job, role or function

This most commonly applies to approval workflows. Instead of remembering who to email at which stage, Workflow can automatically progress an order for review?or?approve items automatically based on pre-set criteria.?? 

Gone are the days of copying-and-pasting order details from your order management system into Google Ad Manager!?Adpoint?integrates with dozens?of the most popular media systems, so you only?have to?input information?once. How’s that for time savings?? 

What can’t Workflow automate?? 

Simply put, if a human brain is required, you’ll have to do it yourself. For example, Workflow can automatically approve orders that match?all of?your criteria, but if a special discount is applied or an order is input incorrectly, a human manager will still have to review and approve. Automation can’t do your job for you (good thing, too!), but it can cut out the clutter and free up you and your team for creative thinking and problem-solving.? 

Got a question about?Adpoint?Workflow or automating advertising sales in general? We’d love to help. Contact your account manager or drop us a note, and we’ll get you an expert answer as soon as possible.? 

Lineup

Lineup Systems is the world's leading provider of media sales technology, representing over 6,800 media brands globally, including Gannett/USA Today, New York Times and News Corp. Amplio is Lineup's multi- channel audience monetization solution that helps media companies realize their full reader revenue potential, using data-driven intelligence to engage, nurture and monetize readers with personalized offers that increase reader revenue and reduce churn. Adpoint is Lineup's end-to-end multi-channel media advertising sales solution that helps media companies streamline operations, make better use of data, increase efficiency and boost revenue.