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Admin guide 104: Leveraging automations to maximise efficiency

R
Written by Riya Sebastian
Updated over 2 weeks ago

Leveraging automations in Atomicwork can significantly enhance efficiency by streamlining repetitive tasks and processes. This guide provides a high-level overview of key automation features, best practices, and common pitfalls to help you optimize your workflows and integrations.

Enabling AI Skills

Skills in Atomicwork are pre-configured capabilities that automate specific tasks or functions. Enabling the right skills can save time and reduce the manual effort required for routine tasks.

You can automate a variety of tasks, such as password resets, software installations, or being added to specific groups. Enabling these skills allows your team to offload repetitive tasks to Atom, freeing them to focus on more complex issues. Start with a few essential skills, and gradually expand as you become more comfortable with how they integrate into your workflows.

For example, if your IT team frequently handles software installations, enabling the AI skill to remotely install software with Intune allows Atom to automatically process these requests, reducing the workload on your IT team.

Regularly review the available skills to ensure they align with your team’s evolving needs. As your organization grows, you may find that new skills become relevant or that existing ones need to be fine-tuned.

Setting up workflows

Workflows in Atomicwork automate multi-step processes, ensuring that tasks are completed consistently and efficiently. Workflows can automate processes such as request escalations, incident management, or user account activation. By mapping out each step of a process, you can ensure that nothing is missed and that tasks are completed in the correct order.

For example, your IT team can automate access management by creating a workflow that includes steps like requesting access to specific systems, obtaining necessary approvals, provisioning access, and confirming with the user. Or as a HR admin, you might use a workflow to automate the entire leave approval process, from request submission to final approval and notification.

Actions are the individual steps within a workflow that need to be completed as part of the process. They can be manual tasks, automated system responses, or integrations with other tools. Actions can also include adding tags to requests or incidents based on specific conditions. Defining these actions clearly is essential for the workflow to function correctly.

Consider automating as many actions as possible to reduce the burden on your team and minimize human error, but avoid overloading workflows, as this can slow them down and make them harder to manage.

Test each workflow with a small group before rolling it out organization-wide. This helps to identify any potential issues and ensures that the workflow functions as intended.

Automating approvals

Automating approvals can significantly speed up decision-making processes, allowing tasks to move forward without unnecessary delays. This allows routine tasks, such as software installations or leave requests, to have approvals automatically initiated without needing manual requests, as long as they meet predefined criteria.

Monitor approval workflows regularly to ensure they are functioning correctly and that approvals are being granted or escalated as needed.

Over-automating approvals risks important requests being overlooked. Ensure that critical or non-routine requests still go through a manual review process.

Extending workflows with integrations

Atomicwork can integrate with a variety of other tools to extend its capabilities and streamline workflows across platforms. Built-in integrations with tools like Okta, Intune, Jira, Salesforce, or Confluence allows for better task management across systems and improved collaboration among your teams.

For example, integrating with Jira enables IT teams to automatically create and track issues directly with the engineering team, ensuring that nothing falls through the cracks.

Always have a backup plan in place to manage any integration dependencies that may impact your workflows.

Whether it’s enabling skills, setting up workflows, automating approvals, or integrating with other tools, Atomicwork’s automation capabilities can help your teams focus on higher-value tasks and achieve better outcomes.

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