347
Increased by
12%
23
Needs action
87
14
Increased by
2%
Weekly Automations
Automation Activity
Data visualization will appear here
Quick Actions
Top Repeatable Workflows
| Workflow Name | Frequency | Avg. Duration | Applications | Status | Actions |
|---|---|---|---|---|---|
|
Customer Report Generation
Sales team
|
84 times
~12/day
|
4 min 23s
Potential savings: 6+ hours
|
|
Approved | |
|
Audit Trail Setup
Finance team
|
62 times
~9/day
|
7 min 15s
Potential savings: 7+ hours
|
|
Pending Approval | |
|
Data Sync Between Systems
IT Ops
|
47 times
~6/day
|
11 min 42s
Potential savings: 9+ hours
|
|
Deployed |
Workflow Analysis
Customer Report Generation
Workflow Summary
Average Duration
4 minutes 23s
Repetitions
84 times
Time Savings Potential
6+ hours weekly
Automation Score
Applications Used
Microsoft Excel
45 steps (56%)
Salesforce
23 steps (29%)
Internal Dashboard
12 steps (15%)
Performance Metrics
Variability
Low
Consistency
High
Complexity
Medium
Automation Potential
High
Workflow Steps
Open Customer Data Excel file
Excel • 10s average
Finds and opens the "Customer_Report_Source.xlsx" file from Downloads folder
Apply standard formatting
Excel • 45s average
Applies company standard formatting: sets header row to bold, columns to specified widths, and conditional formatting rules
Validate report data
Excel • 1.2m average
Runs data validation checks to ensure all required fields are populated and values fall within expected ranges
Save report with timestamp
Excel • 15s average
Saves file as "Customer_Report_[YYYY-MM-DD].xlsx" in Team Reports folder
Upload to Salesforce
Salesforce • 2.3m average
Navigates to Salesforce Reports section, clicks Import button, selects file, and confirms upload settings
Sample Session Screenshots
Spreadsheet view
Formatting window
Salesforce UI
