Getting started
This guide provides foundational guidance for planning and implementing workflow automation in your organization. Whether you’re evaluating Nutrient Workflow Automation or preparing for your first process deployment, these guides help you build a strong foundation for success.
Prerequisites
Before starting, ensure you have:
- Access to your Nutrient Workflow Automation account
- Administrator privileges for process creation
- Basic understanding of your organization’s approval workflows
Quick start
If you’re new to Nutrient Workflow Automation and want to start building right away, refer to the new trial user guide to create your first approval workflow.
Guides
- The path to a successful process implementation — Learn how to identify roles and responsibilities, document your processes, and define key metrics for measuring automation success.
- Preparing for process automation — Understand the steps for converting manual processes into automated workflows, including documentation, stakeholder alignment, and implementation planning.
- Getting end users to use your workflow system — Explore strategies for driving user adoption and ensuring your team successfully transitions to the new workflow system.
- New trial user — Follow a hands-on tutorial to build your first approval workflow, from creating forms to configuring tasks and rules.
What’s next
After completing the getting started guides above:
- Refer to the processes guide to learn about building and managing workflows.
- Refer to the forms guide to create data collection forms for your processes.
- Refer to the users, groups, and categories guide to set up user permissions and organizational structure.