Domo Workflows

Intelligently integrate and automate business processes.

With Domo Workflows, anyone can streamline workflows and boost productivity while leveraging the power of data and AI.

Overview

Free up your resources with automation at scale.

Spend less time on cumbersome tasks with Domo Workflows: a low-code automation tool that empowers everyone to streamline data-driven processes, so you can focus on what matters most.

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Automate, orchestrate, and integrate.

Make your operations more efficient, reliable, and scalable by automating repetitive tasks. When you integrate your software tools into Workflows, you can map out your business processes, eliminate data silos, and boost overall productivity in your operations.

Use cases

Here are just a few ways Domo Workflows can automate processes:

Process automation

Governance

Approvals

Work ticket queue

Data orchestration

Automated notification

General automation

App backend

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Process automation

Facilitating customer onboarding

Problem

A large software vendor had unique processes and tasks for onboarding customers. Managing these tailored processes at scale became increasingly difficult.

Solution

With Workflows, customer information is collected through a form, which triggers an approval process for verifying customer details. Verified responses are then automatically monitored to ensure service level agreements are honored and stakeholders get timely notifications of any issues.

Governance

Automating metadata analysis

Problem

Analyst teams at a global management consulting firm struggled to track data set usage across a large organization of business users. Additionally, engineering teams needed timely notifications of changing requirements and schema updates to efficiently maintain data sets.

Solution

Workflows streamlined communication and collaboration between stakeholders by automating metadata analysis and sending notifications of changes or updates to data set and dataflow owners.

Approvals

Streamlining pricing approvals

Problem

A large security services company had an inefficient manual approval process for producing rate-increase plans for customers while reconciling pricing against inflation indexes.

Solution

They created a workflow that automatically checks plan parameters, creates tasks for controllers, and enables easy management from a mobile device using Domo Approvals. This streamlined getting approvals for pricing changes, contract negotiations, and worldwide customer communication, saving the company millions of dollars in labor.

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Work ticket queue

Automating user license audits

Problem

A global healthcare company had to complete an annual user license audit for compliance purposes. This meant manually verifying every user—a lengthy and tedious process.

Solution

They created a workflow that automates verification by sending personalized emails to each user, plus follow-up reminders. For users that no longer needed access, the account is automatically deleted. Automating this complex task, with 100 percent accuracy, has led to substantial time savings and streamlined operations.

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Data pipeline orchestration

Automating data-powered client tool

Problem

This fintech company offers a revenue-predicting tool. It’s easy for customers to use but requires complex backend work: reconciling with actual results, assessing the variance, and notifying users of necessary follow-up actions.

Solution

Their Workflows solution automates this process by running a series of jobs in precise order to load new data, calculate variances, attach new calculations, and notify stakeholders of anomalies. Domo makes their client tool better: more reliable, efficient, and accurate.

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Automated notification

Enhancing geo-based delivery tracking

Problem

A construction materials company couldn’t scale their process for notifying customers of product deliveries. Because of the deliveries’ size and value, delays and logistical errors were expensive mistakes to make.

Solution

With Workflows, this company built a geo-based shipment notification system that automatically sends a reminder when a shipment is scheduled to be received. Their customers receive detailed ETA updates and arrival confirmation, all via email and SMS communication. This solution helps the company avoid delayed or missing deliveries and improve customer satisfaction.

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General automation

Boosting trust in sales incentives

Problem

A renewable energy company awarded sales representatives who achieved their first 100 sales. But this process was manual, time-consuming, and prone to human error—which decreased trust in the incentive program.

Solution

Their Workflows solution queries a data set to identify the sales representatives who have hit this milestone and automatically recognizes and awards eligible reps. This workflow significantly reduces the chances of errors or delays in employee recognition.

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App backend

Automating B2B process with a mobile app

Problem

Staff at a healthcare foodservices company manually managed requests from clients via email and phone calls—which hindered operations and caused delayed or missed actions.

Solution

With Workflows, client requests are collected through digital forms in a mobile app, which are automatically assigned to the staff members. Once those tasks are completed, appropriate staff members are automatically notified. Task metrics are easily monitored throughout the request lifecycle using a Domo Dashboard, improving visibility and efficiency.

Capabilities

Transform your business operations.

Automate so you can optimize.

Reduce hours of error-prone, manual work, and let Workflows handle the repetitive steps in your processes to make them more reliable, scalable, and efficient.

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Here are examples of what you can automate with Workflows:

Adjust your pricing based on dynamic triggers.

Update your sales forecasts based on trends and seamlessly initiate the changes upon receiving approval.

Save money by automatically verifying account users and disabling inactive accounts in the source system.

Automatically detect anomalies in your data, create a support ticket, and notify stakeholders.

Orchestrate steps and actions.

Your complex business processes rely on the coordination of numerous tasks, activities, and resources. Orchestrating business processes helps increase efficiency, reduce costs, and improve overall performance.

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Workflows gives you the tools to:

Map out business processes, including who and what is involved.

Define what actions should be taken based on data at different points in the process.

Connect user actions so everyone stays on task.

Alert stakeholders inside and outside your company of what to do and when.

Integrate platforms, users, and data.

Integrate disparate software tools to build streamlined processes that break down data silos and improve efficiency. With Domo Workflows, you can connect to third-party data sources and APIs, allowing virtually any SaaS applications to communicate with each other.