Workflow Automation Project Template

More sales templates

Streamline and automate your IT sales workflows with this comprehensive template. Designed for Sales Directors in the IT infrastructure distribution industry, this project template guides you through identifying repetitive tasks, selecting suitable automation tools, and implementing and monitoring automated workflows.

By following the steps outlined in this template, you can save valuable time, enhance productivity, and focus on more important tasks to drive sales performance.

Get this template on priority matrix

Workflow Automation Project for Priority Matrix

Workflow Automation Project in Priority Matrix

Automate your IT sales workflows to save time and boost productivity.

You can start using Workflow Automation Project or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical & Immediate

  • Task 1: Identify Repetitive Tasks - due in 1 week
    ☐ Identify all the repetitive tasks in the current workflow ☐ Analyze the time spent on each task ☐ Rank the tasks based on their frequency and time consumption
  • Task 4: Test Automation Tool - due in 1 month
    ☐ Test the selected automation tool on a small scale ☐ Identify any issues or challenges ☐ Resolve the issues before full-scale implementation
  • Task 5: Train Team on Automation Tool - due in 5 weeks
    ☐ Train the team on how to use the automation tool ☐ Ensure that everyone is comfortable using the tool ☐ Address any questions or concerns from the team
  • Task 6: Implement Automation - due in 6 weeks
    ☐ Implement automation in the workflow as per the plan ☐ Monitor the implementation process ☐ Ensure that everything is going smoothly

Critical & Not Immediate

  • Task 2: Research Automation Tools - due in 2 weeks
    ☐ Research different automation tools available in the market ☐ Evaluate the tools based on their features, pricing, and user reviews ☐ Select the most suitable tool for automation
  • Task 3: Develop Automation Plan - due in 3 weeks
    ☐ Develop a detailed plan for implementing automation in the workflow ☐ Identify the tasks to be automated first ☐ Plan the sequence of automation implementation
  • Task 9: Refine Automation Process - due in 4 months
    ☐ Based on the review, refine the automation process ☐ Make necessary changes to improve the effectiveness of automation ☐ Implement the changes in the workflow

Not Critical & Immediate

  • Task 7: Monitor Automation Performance - due in 2 months
    ☐ Monitor the performance of the automated workflow ☐ Identify any issues or problems ☐ Make necessary adjustments to improve performance
  • Task 10: Continue Monitoring - due in 5 months
    ☐ Continue monitoring the performance of the automated workflow ☐ Identify any new issues or problems ☐ Keep making improvements as needed

Not Critical & Not Immediate

  • Task 8: Review Automation Impact - due in 3 months
    ☐ Review the impact of automation on productivity and sales performance ☐ Compare the results with the pre-automation performance ☐ Identify areas of further improvement