Intelligently integrate and automate business processes.
With Domo Workflows, anyone can streamline workflows and boost productivity while leveraging the power of data and AI.
Free up your resources with automation at scale.
Automate, orchestrate, and integrate.
Here are just a few ways Domo Workflows can automate processes:
Facilitating customer onboarding
A large software vendor had unique processes and tasks for onboarding customers. Managing these tailored processes at scale became increasingly difficult.
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.
Automating metadata analysis
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.
Workflows streamlined communication and collaboration between stakeholders by automating metadata analysis and sending notifications of changes or updates to data set and dataflow owners.
Streamlining pricing approvals
A large security services company had an inefficient manual approval process for producing rate-increase plans for customers while reconciling pricing against inflation indexes.
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.
Automating user license audits
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.
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.
Automating data-powered client tool
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.
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.
Enhancing geo-based delivery tracking
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.
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.
Boosting trust in sales incentives
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.
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.
Automating B2B process with a mobile app
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.
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.
Transform your business operations.
Automate so you can optimize.
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.
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.
Web analytics tools
Data platforms
E-commerce systems
CRM platforms
Travel booking systems
Email marketing platforms
Billing systems
Unlock the full power of Domo with Workflows
Cloud Functions
A library of popular functions makes building workflows even simpler.
Dataflows
Optimize and automate your dataflows.
Datasets
Automate the updating or export of datasets.
Jupyter Notebooks
Leverage machine learning capabilities in Jupyter workspaces.
Domo.AI
Infuse AI with your Workflow solutions.