Top office automation tools for 2023
During the course of a single day, you and your staff probably complete dozens of repetitive tasks that cost you valuable time. Automating your office operations can let you shift your focus away from these processes and toward the matters that require your specific skills.
Office automation tools can help make your business more efficient, reducing the repetitive, labor-intensive tasks your staff are responsible for. When used effectively, office automation software can streamline workflows for data storage, office maintenance, staffing, facility management, payroll, and more. Ultimately, office automation tools save time, improve productivity, and ensure your business runs efficiently.
Developers are creating more automation products every day, so tools are now available to automate everything from room bookings to staff onboarding. Below are some of the top options for the most common office needs.
Growing your team means welcoming new employees, but onboarding employees is time-consuming — so is giving employees access to your buildings, offices, and other secure locations.
Kisi allows you to add batches of new employees, provide and revoke access through your phone, and ensure new hires have the access they need to get started right away. A full digital audit trail provides important records just in case you might need them in the future.
Workable is versatile hiring software that makes the process of interviewing and hiring new employees easier.
Calendar integrations make for easier interview scheduling, while automated assessment tests help you quickly identify the candidates who are the best match for your workplace and the position. Plus, you can choose from more than 700 job description templates, so you don’t have to start from scratch.
Jotform can fulfill many office functions that require data collection. Form templates are available for everything from getting feedback to taking credit card payments, and they’re easily customizable so you can collect the specific information your business requires.
You can also use Jotform’s business forms for some of your most common business needs, including taxes, new customer registration, resume collection, and more.
Jotform also streamlines your data management, automatically converting form submissions and delivering them to your integrated customer relationship management (CRM) system.
Once you’ve collected that data, you need to keep it organized, and Jotform’s wide assortment of table templates makes that easy. Templates include employee timesheets, balance sheets, inventory lists, and more. And they’re all fully customizable, so you can tailor them to your company requirements.
Cybersecurity is a major concern for any business. Intruder helps automate your cybersecurity so you can worry about it less.
This tool automatically scans your systems to identify the newest security weaknesses. If it identifies issues that increase your vulnerability — like a database that’s exposed to the internet — Intruder will provide you with actionable advice to help fix the issue, ensuring your computer systems and data stay safe.
With Procurify, you can easily monitor your business spending and access detailed, accurate financial reports. Tools like real-time budget tracking, purchasing analytics, expense management, vendor management, and customizable approvals put you in control of the entire purchasing process while keeping things moving smoothly and quickly.
6. Automation Anywhere
Automation Anywhere uses robotic process automation (RPA) to help you automate digital tasks.
You can use the software to create bots that learn and execute your business processes around the clock for faster productivity and 100 percent reliability — without the risk of human error. These bots offer speed and accuracy, and they can make calculations, scrape web data, create and move files, and more.
The results are reduced costs, faster delivery speed, and greater accuracy, allowing your staff to focus on tasks that require a human while the bots take care of all of the other tasks.
Rather than relying on a receptionist to handle your building’s visitor management, LobbyGuard kiosks can streamline the process. These kiosks can work with or without receptionist assistance, and they’re equipped with a camera, touchscreen, driver’s license scanner, barcode scanner, and printer for visitor badges.
They can screen guests for COVID-19 exposure, screen visitors against government sex-offender lists, keep unauthorized people who have been “red-flagged” out of the building, and allow preapproved people to enter quickly for optimal building access control.
Trello is a task management platform that helps facilitate team communication and collaboration. Trello’s Butler feature offers workflow automation capabilities like rule-based triggers, custom buttons to perform a set of actions with a click, and due-date commands.
Trello integrates with many apps you already use, and it can help you monitor projects and progress from beginning to end to help prevent bottlenecks and keep your team productive.
Using office automation software to your advantage
With office automation tools available to help with so many common business tasks, you can automate multiple aspects of your business to save time and money. And you can use many of these tools together as they often integrate with your existing apps and programs.
While automation tool prices vary, consider the value they add to your business — both in terms of saving time and ensuring accuracy. Many of these tools offer free trials, so you can test them out and see how they work before deciding if they’re right for your needs.