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Here are a few tips for creating effective process documentation: Understand the process, steps, decision points, and who is involved. Use a template to help you get started. Choose the right tool to automate your process documentation. Keep it easy to understand.

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Process automation is defined as the use of software and technologies to automate business processes and functions in order to accomplish defined organizational goals, such as producing a product, hiring and onboarding an employee, or providing customer service.

Common examples of process documents include employee onboarding checklists, performance review guidelines, content publishing how-to's, customer support guides, and software documentation such as API documentation. To consider a non-business example, think about a family recipe.

How to document a process Identify the process. Place boundaries. List the expected result. Detail the inputs. Walk through the process. Determine who is involved. Utilize your process documentation system.

As a baseline, document automation is software that allows you to collect data and generate documents automatically, based on rules that you set up in the software for those documents.

Examples include generating, saving, sending, (digitally) signing and archiving documents such as quotes, contracts, reports and mailings. Automating the document process using software is what we refer to as ?document automation?.