#Workflow Automation Market

[sanikavijaymane]

Workflow Automation Market to Hit $77.8B by 2032

Meticulous Research®—a leading global market research company, published a research report titled, ‘Workflow Automation Market by Offering, Type (Business Process Automation, Robotic Process Automation), Deployment, Organization, Application (Finance, Procurement), Sector (BFSI, Healthcare, Transportation & Logistics), and Geography - Global Forecast to 2032.’

According to this latest publication from Meticulous Research®, the global workflow automation market is projected to reach $77.8 billion by 2032, at a CAGR of 21.3% from 2025 to 2032.  The growth of this market is attributed to the rising demand for real-time automation solutions, the increasing adoption of business process automation across various industries, and the growing need for enhanced communication and collaboration within organizations. Additionally, the increasing applications of cloud and IoT technologies in automation processes and the rising adoption of robotic process automation (RPA) are anticipated to create significant market growth opportunities.

However, concerns related to data privacy and security restrain the market's growth. Additionally, issues related to the integration and compatibility of legacy systems pose significant challenges for the players operating in this market. Furthermore, the emergence of automation-as-a-service (AaaS) and the utilization of artificial intelligence and chatbots are prominent trends in the workflow automation market.

The global workflow automation market is segmented by offering, type, deployment mode, organization size, application, and sector. The study also evaluates industry competitors and analyzes the market at the regional and country levels.

Based on offering, the global workflow automation market is broadly segmented into software and services. In 2025, the software segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment is attributed to the increasing demand for IT automation software, the rising need for more efficient and streamlined business processes, the increasing focus on solution-centric automation capabilities, and the growing demand for quick data processing and decision-making.

However, the services segment is projected to register a higher CAGR during the forecast period. This growth is driven by the growing intricacies and customizations in workflow automation projects, rising demand for maintenance and training services, and an increased need for professional services among end users.

Based on type, the global workflow automation market is broadly segmented into business process automation and robotic process automation. In 2025, the business process automation segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment is attributed to factors such as the rising need to automate repetitive tasks, the need to enhance accountability and transparency and ensure precise data recording, and the surge in digital transformation efforts among enterprises.

However, the robotic process automation segment is projected to register a higher CAGR during the forecast period. This growth can be attributed to the increasing need to minimize human errors, enhance work efficiency, reduce overhead expenses, improve the accuracy and reliability of business processes, and reduce operational costs, the increasing adoption of advanced technologies, including Artificial Intelligence (AI), in business processes, and the rising demand for robotic process automation in the BFSI, healthcare, and transportation & logistics sectors to meet their operational demands.

Based on deployment mode, the global workflow automation market is broadly segmented into on-premise deployments and cloud-based deployments. In 2025, the on-premise deployments segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment can be attributed to factors such as the growing demand for systems that can automate and execute repetitive tasks and the rising need for lower latency and improved data sovereignty.

However, the cloud-based deployments segment is projected to register a higher CAGR during the forecast period. This growth is driven by the increasing utilization of cloud-based workflow automation, the enhanced flexibility provided by cloud-based deployments, the growing adoption of cloud-based solutions by small and medium-sized enterprises, and the rising demand for cost-effective subscription models and automated threat detection solutions.

Based on organization size, the global workflow automation market is broadly segmented into SMEs and large enterprises. In 2025, the large enterprises segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment can be attributed to the growing demand for consistency across various operations within large enterprises, the increasing focus on digital transformation initiatives, and the rising adoption of robotic process automation to streamline repetitive tasks

However, the SMEs segment is projected to register a higher CAGR during the forecast period due to the increasing significance of digital solutions, including CRM and ERP platforms, for enhancing productivity and the growing awareness among SMEs regarding the benefits of automating business processes.

Based on application, the global workflow automation market is broadly segmented into human resources, finance, procurement, IT service requests, sales, marketing, and other applications. In 2025, the finance segment is expected to account for the largest share of the global workflow automation market. The large market share of this segment can be attributed to the rising need to improve financial services and document management, an increasing focus on enhancing customer experiences, the growing implementation of RPA to reduce labor costs and improve operational efficiency, and the widespread use of digital banking solutions for real-time transaction processing and data accuracy in financial operations. Moreover, the finance segment is projected to register the highest CAGR during the forecast period.

Based on sector, the global workflow automation market is broadly segmented into IT & telecommunications, automotive, transportation & logistics, healthcare, energy & utilities, manufacturing, retail, BFSI, government & defense, and other sectors. In 2025, the manufacturing segment is expected to account for the largest share of the global workflow automation market. The large market share of this segment is attributed to the rising demand for computer-integrated manufacturing automation, a growing emphasis on boosting manufacturing production efficiency and supply chain optimization through automation, the rising adoption of Industry 4.0 and smart manufacturing technologies, and the increasing deployment of robotic process automation (RPA) for executing a wide range of manual tasks such as stacking, painting, welding, polishing, labeling, and assembly.

However, the BFSI segment is projected to register the highest CAGR during the forecast period due to the increasing need for seamless communication with customers to enhance workflow agility and customer experience, the rising demand for fraud detection solutions in the BFSI sector, the implementation of RPA to improve efficiency and work speed, the increasing adoption of online financial services, and the growing need to automate numerous time-consuming, repetitive processes like account opening, the KYC process, customer services, and more.

Based on geography, the global workflow automation market is segmented into Asia-Pacific, Europe, North America, the Middle East & Africa, and Latin America. In 2025, Asia-Pacific is expected to account for the largest share of the global workflow automation market, followed by Europe, North America, Latin America, and the Middle East & Africa. Asia-Pacific’s significant market share can be attributed to various factors, such as the increasing emphasis on Industry 4.0 initiatives and digital transformation, the widespread adoption of robotic process automation and other advanced technologies, such as AI, robotics, IoT, and cloud computing, across various sectors, the rising number of government initiatives aimed at digitization, and the rising demand for cost-effective and efficient automation solutions to manage repetitive tasks. Moreover, Asia-Pacific is also projected to register the highest CAGR during the forecast period.

Key Players:

The key players operating in the workflow automation market include International Business Machines Corporation (U.S.), Software AG (Germany), Oracle Corporation (U.S.), Pegasystems Inc. (U.S.), Appian Corporation (U.S.), Bizagi Group Limited (U.S.), Newgen Software Technologies Limited (India), Zapier, Inc. (U.S.), Formstack, LLC. (U.S.), Microsoft Corporation (U.S.), Nintex Global Ltd. (U.S.), ServiceNow, Inc. (U.S.), IPsoft Inc. (Amelia LLC) (U.S.), Xerox Holdings Corporation (U.S.), Open Text Corporation (Canada), monday.com Ltd. (Israel), SysAid Technologies Ltd. (Israel), Jotform Inc. (U.S.), Kissflow Inc. (U.S.), Next Matter GmbH (Germany), DocuWare GmbH (Germany), Camunda Services GmbH (Germany), Adobe (U.S.), HeightHQ, Inc. (U.S.), ClickUp (U.S.), Integrify, Inc. (U.S.), Flokzu (Uruguay), Wrike, Inc. (U.S.), SAP SE (Germany), and Really Simple Systems Ltd. (U.K.).

Download Sample Report Here @

Key questions answered in the report-

What are the high-growth market segments in terms of offering, type, deployment mode, organization size, application, sector, and geography?

What was the historical market size of the workflow automation market?

What are the market forecasts and estimates for 2025–2032?

What are the major drivers, restraints, opportunities, challenges, and trends in the workflow automation market?

Who are the major players in the workflow automation market, and what shares do they hold?

What is the competitive landscape like in the workflow automation market?

What are the recent developments in the workflow automation market?

What are the growth strategies adopted by major players in the workflow automation market?

What are the key geographic trends, and which are the high-growth countries?

Who are the local emerging players in the workflow automation market, and how do they compete with the other players?

ContactUs:MeticulousResearch® Email- sales@meticulousresearch.com ContactSales-+1-646-781-8004 Connect with us on LinkedIn- https://www.linkedin.com/company/meticulous-research

[healthcaremmr]

https://www.maximizemarketresearch.com/market-report/global-workflow-automation-market/55819/

Workflow Automation Market was valued USD 10.09 Bn in 2023 and is expected to reach USD 51.19 Bn by 2030, at a CAGR of 26.1 % during a forecast period.

[poojascmi]

Global Workflow Automation Market Is Estimated To Witness High Growth Owing To Increasing Adoption of Cloud-based Solutions

The global Workflow Automation Market is estimated to be valued at US$ 18,890 million in 2022 and is expected to exhibit a CAGR of 16.6% over the forecast period 2022-2030, as highlighted in a new report published by Coherent Market Insights. A) Market Overview: Workflow automation refers to the use of technology to automate repetitive tasks and streamline business processes, resulting in increased efficiency, productivity, and cost savings. It involves the use of software applications, tools, and platforms that enable organizations to automate and manage their workflow processes more effectively. Workflow automation solutions offer several advantages such as improved accuracy, reduced human error, faster processing times, enhanced collaboration, and better decision-making. B) Market Key Trends: One key trend driving the growth of the global Workflow Automation Market is the increasing adoption of cloud-based solutions. Cloud-based workflow automation solutions offer numerous benefits such as scalability, flexibility, cost-effectiveness, and easy accessibility from anywhere, anytime. These solutions enable organizations to automate their workflows without the need for complex hardware infrastructure or extensive IT support. Moreover, the cloud provides a secure and reliable environment for storing and accessing data, ensuring data privacy and protection. For example, companies like Xerox Corporation and IBM Corporation offer cloud-based workflow automation solutions that allow businesses to streamline their processes and optimize their operations. These solutions enable organizations to automate tasks such as document management, approval processes, and data entry, resulting in improved efficiency and productivity. C) PEST Analysis: - Political: Governments worldwide are focusing on digital transformation initiatives, which are driving the adoption of workflow automation solutions. Additionally, regulations related to data privacy and security are influencing the implementation of workflow automation solutions. - Economic: Increasing operational costs and the need for cost optimization are driving organizations to adopt workflow automation solutions. These solutions help in reducing manual efforts and associated costs, resulting in significant cost savings. - Social: The growing need for remote work and collaboration is driving the demand for workflow automation solutions. Moreover, the COVID-19 pandemic has accelerated the adoption of these solutions as organizations aim to enable remote work and ensure business continuity. - Technological: Advancements in technology, such as artificial intelligence (AI) and machine learning (ML), are enhancing the capabilities of workflow automation solutions. AI-powered chatbots and virtual assistants are being integrated into these solutions to provide intelligent automation and improve user experience. D) Key Takeaways: Market size related content: The Global Workflow Automation Market Demand is expected to witness high growth, exhibiting a CAGR of 16.6% over the forecast period, due to increasing adoption of cloud-based solutions. Organizations are increasingly realizing the benefits of cloud-based workflow automation solutions, such as cost savings, scalability, and flexibility. Regional analysis related content: North America is expected to dominate the global Workflow Automation Market, owing to the presence of key players and early adoption of advanced technologies. However, Asia Pacific is expected to witness the fastest growth due to the increasing digitalization initiatives and adoption of cloud-based solutions by small and medium-sized enterprises in the region.

[techsavvy-agcy]

How Can AI Simplify the Email Workflow?

How Can AI Simplify the Email Workflow?

You know how email workflows can often slow down marketing and communication efforts? Well, Artificial Intelligence (AI) is shaking things up and making them much smoother. AI isn't just a passing trend; it's a collection of powerful tools that can automate, personalize, and improve every single step involved in creating and sending emails. This means it can free up valuable time and effort for individuals, allowing them to focus on more important and strategic work.

AI in Email Marketing is More Than Just Writing

Many people associate AI in email with content generation, such as creating subject lines or body copy. While this is a key use, AI's potential for email marketing extends far beyond. It includes data analysis, predictive modelling, design optimization, and even ensuring that compliance and approval processes are efficient. The goal is to transform a manual, often tedious workflow into an intelligent, data-driven, and highly efficient system.

Where Email Workflows Get Stuck (and How AI Can Help)

Email marketing efforts frequently encounter barriers that hinder their effectiveness and efficiency. AI presents answers to these typical issues:

The Challenge: Crafting a successful email strategy necessitates a thorough understanding of customer behavior, market dynamics, and the effectiveness of campaigns. This typically requires manual data analysis, which can be labor-intensive and susceptible to human mistakes. Marketers may find it difficult to determine the best times to send emails, segment their audience effectively, and pinpoint the most captivating content themes.

How AI Assists: AI is capable of processing large volumes of customer data, including purchase history, browsing habits, and engagement trends, to uncover patterns and forecast future outcomes.

Example: An e-commerce company like Myntra could use AI to segment its customer base far more granularity than traditional methods. AI can identify micro-segments of fashion enthusiasts who prefer sustainable brands and shop primarily during festive sales. Based on this, it can recommend optimal send times for specific promotions, leading to higher open and conversion rates during events like the "Big Fashion Festival."

Content Creation

The Challenge: Creating captivating and tailored email content on a large scale presents a significant obstacle. Manually producing engaging subject lines, body text, and calls to action for different audience segments is resource-heavy and may result in generic messaging.

How AI Assists: AI-driven content generation tools can help in composing different components of an email, guaranteeing relevance and engagement.

Example: A financial services firm like HDFC Bank could leverage AI tools to generate personalized email content for different customer segments, such as young professionals, small business owners, or retirees. For instance, an AI could draft an email promoting a new credit card to a young professional, highlighting cashback offers on online food delivery and travel, while for a retiree, it might emphasize fixed deposit schemes and wealth management services. Tools like Mailmodo's AI email writer or Jasper AI are gaining traction in India for this purpose.

Design

The Challenge: Designing visually attractive and responsive email layouts that display well on a range of devices and email clients can be intricate and labor-intensive, necessitating skilled design and multiple revisions.

How AI Assists: AI can aid in producing design components and refining layouts for various devices, guaranteeing a uniform and captivating user experience.

Example: An online travel agency like MakeMyTrip could use AI-powered design tools. Instead of manually designing variations for different holiday packages (e.g., a beach vacation vs. a mountain retreat), AI could suggest layouts, image placements, and even color palettes that are statistically proven to resonate with audiences interested in those specific destinations, ensuring responsiveness across mobile and desktop. Some platforms are starting to offer AI-powered template generation, where you can describe your campaign, and it will generate design options.

Coding

The Challenge: Hand-coding emails is susceptible to mistakes and demands expertise in HTML and CSS to ensure that they work well across various email clients. Even slight coding errors can cause layout issues and diminish user experience.

How AI Contributes: While it doesn't engage in coding conventionally, AI-enhanced platforms can swiftly produce effective, responsive HTML email templates from design inputs, thereby decreasing the chances of manual coding mistakes.

Example: While dedicated "AI for email coding" tools are still nascent, marketing automation platforms used in India, such as CleverTap or MoEngage, increasingly incorporate AI to ensure that the emails created within their builders are automatically rendered correctly across various email clients (Gmail, Outlook, etc.) and devices. This hidden AI functionality streamlines the technical implementation, preventing the need for extensive manual coding and debugging for marketers at companies like Swiggy or Zomato who send high volumes of transactional and promotional emails.

Feedback and Approvals

The Challenge: Obtaining feedback, implementing changes, and securing sign-offs from all involved parties can significantly slow down the process, often pushing back the launch of campaigns.

How AI Can Help: AI makes the feedback process smoother by spotting potential problems or ways to improve in email drafts and suggesting fixes. This means fewer rounds of manual review are needed.

Example: A large enterprise like Reliance Industries could implement AI-driven tools that analyse email drafts for brand voice consistency, regulatory compliance (e.g., SEBI guidelines for financial communications), and even potential misinterpretations before they reach human approves. Tools are emerging, like some offered by Hiver, that can suggest improvements to tone, grammar, and clarity based on predefined guidelines, significantly reducing the back-and-forth in the approval process for marketing and legal teams.

What’s Next for Email Marketers?

The outlook for email marketing with AI is exceptionally bright, progressing towards hyper-personalization, predictive intelligence, and self-sufficient campaign management.

Hyper-Personalization at Scale: AI will empower marketers to craft distinct email experiences for each subscriber, tailoring content, offers, and even the emotional tone based on real-time behaviors and preferences. Picture an email from a fashion retailer like Ajio that not only recommends items you've browsed but also proposes complete outfits customized to your style preferences, body shape, and even the local weather conditions in your area, all driven by AI.

Predictive Marketing: AI will become increasingly skilled at foreseeing customer needs and preferences. This entails delivering the appropriate email, with the right message, at the precise moment a customer is most inclined to convert, sometimes even before they consciously recognize their need. For example, an AI could foresee that a customer is at risk of churning and automatically initiate a re-engagement email with a personalized offer.

Augmented Creativity: AI will not supplant human creativity but will enhance it. Marketers will leverage AI tools to produce a wide array of creative concepts, design variations, and copy alternatives, enabling them to concentrate on strategic thinking and refining the human element.

AI-Driven Autonomous Campaigns: In the future, we may witness AI overseeing entire email campaigns from strategy to execution, requiring minimal human involvement. Marketers will establish the primary objectives, and AI will dynamically modify segmentation, content, timing, and A/B testing to meet those goals. This will allow marketers to dedicate their efforts to higher-level brand strategy and nurturing customer relationships.

The incorporation of AI into email workflows transcends mere efficiency; it is about unlocking new dimensions of engagement, relevance, and ROI, transforming email into an even more potent channel for businesses in India and globally.

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What Types of Strategic Partnerships Are Accelerating Innovation in This Market?

According to a comprehensive market research report from SNS Insider, the Automated Liquid Handling Technologies Market Size was valued at USD 2.11 billion in 2023 and is projected to reach USD 5.24 billion by 2032, growing at a CAGR of 11.18% during the forecast period 2024–2032. This significant growth is being driven by increasing demands for efficiency and precision in laboratory workflows, especially in pharmaceutical development, diagnostics, and life sciences research.

https://www.snsinsider.com/assets/images/report/1731997958-709192537.png

Automated liquid handling (ALH) technologies are reshaping how research and diagnostics labs operate, offering faster processing times, improved accuracy, and significant cost savings. In a time where throughput and reproducibility are paramount, automated systems are becoming the backbone of laboratory processes ranging from sample preparation and compound management to next-generation sequencing.

Key Market Drivers

One of the core catalysts for this market expansion is the growing necessity for automation in laboratory processes. The pharmaceutical and biotech industries are investing heavily in high-throughput screening and automated workflows to streamline drug discovery and clinical trial operations. Moreover, as personalized medicine becomes a central focus, the need for scalable and reproducible sample handling is more important than ever.

Additionally, as global healthcare systems strive to reduce human error and increase productivity, laboratories are turning to automated solutions to boost quality control. The COVID-19 pandemic has further accelerated this shift, highlighting the value of minimizing manual intervention to reduce contamination risks and increase processing volumes.

Regional Insights

North America currently leads the market due to its robust pharmaceutical infrastructure and advanced R&D capabilities. However, Asia-Pacific is emerging as a fast-growing region, driven by expanding biotech clusters in countries like China, India, and South Korea. Government support, foreign investments, and an increasing number of diagnostic labs in these regions are accelerating the adoption of ALH technologies.

Market Segmentation Highlights

The Automated Liquid Handling Technologies Market is segmented by platform type, modality, end-user, and application.

Platform Type: Standalone systems dominate due to their broad functionality, while modular and multi-channel pipetting systems are growing rapidly for their adaptability.

Modality: Semi-automated systems are preferred in small labs for their affordability, but fully automated systems are gaining traction in large-scale research and diagnostics facilities.

End-User: Pharmaceutical & biotechnology companies account for the largest share, followed by academic & research institutions.

Application: Genomics and drug discovery applications are the leading segments, driven by the surge in personalized medicine and genetic testing.

Strategic Initiatives by Key Players

Key industry players are ramping up innovation and forming strategic partnerships to solidify their market presence. Companies like Tecan Group, Hamilton Robotics, Beckman Coulter Life Sciences, and PerkinElmer are focusing on integrating AI and IoT with their ALH platforms to enhance precision, data tracking, and remote operability.

M&A activity is also increasing. In recent years, companies have acquired niche automation startups to broaden their capabilities and strengthen their global footprint.

Market Challenges

Despite the promising outlook, high capital investment and the complexity of system integration remain significant challenges for small and medium-sized labs. Furthermore, a shortage of skilled personnel who can manage and maintain advanced automation systems can slow adoption rates.

Future Outlook

As we move toward 2032, the automated liquid handling industry is expected to become even more sophisticated with the integration of cloud-based software, AI-driven robotics, and machine learning algorithms. These advancements will make systems smarter, more flexible, and more accessible even to mid-sized labs.

Sustainability will also play a role, with manufacturers focusing on reducing reagent usage and energy consumption while improving instrument lifespan and recyclability.

Industry Voices

“Automated liquid handling is no longer a luxury—it’s a necessity in today’s data-intensive research environments,” said Jagney Dave, Vice President of Client Engagement at SNS Insider. “Our research shows that organizations investing in automation now will be at the forefront of scientific innovation in the next decade.”

Conclusion

The Automated Liquid Handling Technologies Market is on a steep growth trajectory, with innovations in AI, data integration, and modularity setting the stage for next-generation lab operations. As industries continue to demand precision, scalability, and speed, ALH technologies are becoming critical to maintaining a competitive edge in research and diagnostics.

Laboratories, manufacturers, and investors looking to capitalize on this market need to align their strategies with the trends shaping this rapidly evolving sector.

About Us:

SNS Insider is one of the leading market research and consulting agencies that dominates the market research industry globally. Our company's aim is to give clients the knowledge they require in order to function in changing circumstances. In order to give you current, accurate market data, consumer insights, and opinions so that you can make decisions with confidence, we employ a variety of techniques, including surveys, video talks, and focus groups around the world.

Contact Us:

Jagney Dave – Vice President of Client Engagement 📞 Phone: +1-315 636 4242 (US) | +44-20 3290 5010 (UK) 📧 Email: info@snsinsider.com

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[sanikavijaymane]

Workflow Automation Market to Hit $77.8B by 2032

Meticulous Research®—a leading global market research company, published a research report titled,

‘Workflow Automation Market by Offering, Type (Business Process Automation, Robotic Process Automation), Deployment, Organization, Application (Finance, Procurement), Sector (BFSI, Healthcare, Transportation & Logistics), and Geography - Global Forecast to 2032.’

According to this latest publication from Meticulous Research®, the global workflow automation market is projected to reach $77.8 billion by 2032, at a CAGR of 21.3% from 2025 to 2032.  The growth of this market is attributed to the rising demand for real-time automation solutions, the increasing adoption of business process automation across various industries, and the growing need for enhanced communication and collaboration within organizations. Additionally, the increasing applications of cloud and IoT technologies in automation processes and the rising adoption of robotic process automation (RPA) are anticipated to create significant market growth opportunities.

However, concerns related to data privacy and security restrain the market's growth. Additionally, issues related to the integration and compatibility of legacy systems pose significant challenges for the players operating in this market. Furthermore, the emergence of automation-as-a-service (AaaS) and the utilization of artificial intelligence and chatbots are prominent trends in the workflow automation market.

The global workflow automation market is segmented by offering, type, deployment mode, organization size, application, and sector. The study also evaluates industry competitors and analyzes the market at the regional and country levels.

Based on offering, the global workflow automation market is broadly segmented into software and services. In 2025, the software segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment is attributed to the increasing demand for IT automation software, the rising need for more efficient and streamlined business processes, the increasing focus on solution-centric automation capabilities, and the growing demand for quick data processing and decision-making.

However, the services segment is projected to register a higher CAGR during the forecast period. This growth is driven by the growing intricacies and customizations in workflow automation projects, rising demand for maintenance and training services, and an increased need for professional services among end users.

Based on type, the global workflow automation market is broadly segmented into business process automation and robotic process automation. In 2025, the business process automation segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment is attributed to factors such as the rising need to automate repetitive tasks, the need to enhance accountability and transparency and ensure precise data recording, and the surge in digital transformation efforts among enterprises.

However, the robotic process automation segment is projected to register a higher CAGR during the forecast period. This growth can be attributed to the increasing need to minimize human errors, enhance work efficiency, reduce overhead expenses, improve the accuracy and reliability of business processes, and reduce operational costs, the increasing adoption of advanced technologies, including Artificial Intelligence (AI), in business processes, and the rising demand for robotic process automation in the BFSI, healthcare, and transportation & logistics sectors to meet their operational demands.

Based on deployment mode, the global workflow automation market is broadly segmented into on-premise deployments and cloud-based deployments. In 2025, the on-premise deployments segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment can be attributed to factors such as the growing demand for systems that can automate and execute repetitive tasks and the rising need for lower latency and improved data sovereignty.

However, the cloud-based deployments segment is projected to register a higher CAGR during the forecast period. This growth is driven by the increasing utilization of cloud-based workflow automation, the enhanced flexibility provided by cloud-based deployments, the growing adoption of cloud-based solutions by small and medium-sized enterprises, and the rising demand for cost-effective subscription models and automated threat detection solutions.

Based on organization size, the global workflow automation market is broadly segmented into SMEs and large enterprises. In 2025, the large enterprises segment is expected to account for the larger share of the global workflow automation market. The large market share of this segment can be attributed to the growing demand for consistency across various operations within large enterprises, the increasing focus on digital transformation initiatives, and the rising adoption of robotic process automation to streamline repetitive tasks

However, the SMEs segment is projected to register a higher CAGR during the forecast period due to the increasing significance of digital solutions, including CRM and ERP platforms, for enhancing productivity and the growing awareness among SMEs regarding the benefits of automating business processes.

Based on application, the global workflow automation market is broadly segmented into human resources, finance, procurement, IT service requests, sales, marketing, and other applications. In 2025, the finance segment is expected to account for the largest share of the global workflow automation market. The large market share of this segment can be attributed to the rising need to improve financial services and document management, an increasing focus on enhancing customer experiences, the growing implementation of RPA to reduce labor costs and improve operational efficiency, and the widespread use of digital banking solutions for real-time transaction processing and data accuracy in financial operations. Moreover, the finance segment is projected to register the highest CAGR during the forecast period.

Based on sector, the global workflow automation market is broadly segmented into IT & telecommunications, automotive, transportation & logistics, healthcare, energy & utilities, manufacturing, retail, BFSI, government & defense, and other sectors. In 2025, the manufacturing segment is expected to account for the largest share of the global workflow automation market. The large market share of this segment is attributed to the rising demand for computer-integrated manufacturing automation, a growing emphasis on boosting manufacturing production efficiency and supply chain optimization through automation, the rising adoption of Industry 4.0 and smart manufacturing technologies, and the increasing deployment of robotic process automation (RPA) for executing a wide range of manual tasks such as stacking, painting, welding, polishing, labeling, and assembly.

However, the BFSI segment is projected to register the highest CAGR during the forecast period due to the increasing need for seamless communication with customers to enhance workflow agility and customer experience, the rising demand for fraud detection solutions in the BFSI sector, the implementation of RPA to improve efficiency and work speed, the increasing adoption of online financial services, and the growing need to automate numerous time-consuming, repetitive processes like account opening, the KYC process, customer services, and more.

Based on geography, the global workflow automation market is segmented into Asia-Pacific, Europe, North America, the Middle East & Africa, and Latin America. In 2025, Asia-Pacific is expected to account for the largest share of the global workflow automation market, followed by Europe, North America, Latin America, and the Middle East & Africa. Asia-Pacific’s significant market share can be attributed to various factors, such as the increasing emphasis on Industry 4.0 initiatives and digital transformation, the widespread adoption of robotic process automation and other advanced technologies, such as AI, robotics, IoT, and cloud computing, across various sectors, the rising number of government initiatives aimed at digitization, and the rising demand for cost-effective and efficient automation solutions to manage repetitive tasks. Moreover, Asia-Pacific is also projected to register the highest CAGR during the forecast period.

Key Players:

The key players operating in the workflow automation market include International Business Machines Corporation (U.S.), Software AG (Germany), Oracle Corporation (U.S.), Pegasystems Inc. (U.S.), Appian Corporation (U.S.), Bizagi Group Limited (U.S.), Newgen Software Technologies Limited (India), Zapier, Inc. (U.S.), Formstack, LLC. (U.S.), Microsoft Corporation (U.S.), Nintex Global Ltd. (U.S.), ServiceNow, Inc. (U.S.), IPsoft Inc. (Amelia LLC) (U.S.), Xerox Holdings Corporation (U.S.), Open Text Corporation (Canada), monday.com Ltd. (Israel), SysAid Technologies Ltd. (Israel), Jotform Inc. (U.S.), Kissflow Inc. (U.S.), Next Matter GmbH (Germany), DocuWare GmbH (Germany), Camunda Services GmbH (Germany), Adobe (U.S.), HeightHQ, Inc. (U.S.), ClickUp (U.S.), Integrify, Inc. (U.S.), Flokzu (Uruguay), Wrike, Inc. (U.S.), SAP SE (Germany), and Really Simple Systems Ltd. (U.K.).

Download Sample Report Here @

https://www.meticulousresearch.com/download-sample-report/cp_id=5706

Key questions answered in the report-

What are the high-growth market segments in terms of offering, type, deployment mode, organization size, application, sector, and geography?

What was the historical market size of the workflow automation market?

What are the market forecasts and estimates for 2025–2032?

What are the major drivers, restraints, opportunities, challenges, and trends in the workflow automation market?

Who are the major players in the workflow automation market, and what shares do they hold?

What is the competitive landscape like in the workflow automation market?

What are the recent developments in the workflow automation market?

What are the growth strategies adopted by major players in the workflow automation market?

What are the key geographic trends, and which are the high-growth countries?

Who are the local emerging players in the workflow automation market, and how do they compete with the other players?

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Automate, Elevate, and Build a Business That Works for You with Caroline Hobbs

Key Takeaways Automating systems and setting clear expectations are the keys to building a scalable, sustainable business. Agents should start with their personal sphere and consistently ask for the business without fear. Leveraging AI and SOPs empowers agents to save time and focus on income-producing tasks. United States Real Estate Investor The REI Agent with Caroline Hobbs https://youtu.be/rpR6yoX4TIg Follow and subscribe to The REI Agent on social Facebook Instagram Youtube .cls-1fill:#fff; Linkedin X-twitter United States Real Estate Investor It's time to have an investor-friendly agent on your team! It's time to have an investor-friendly agent on your team! United States Real Estate Investor From Open Houses to Ownership: Caroline Hobbs’ Rise to Real Estate Mastery In this eye-opening episode of The REI Agent Podcast, Mattias hosts the extraordinary Caroline Hobbs, a powerhouse in real estate, tech, and team building. While Erica is out for physical therapy, Mattias flies solo to spotlight a woman whose story screams resilience, vision, and innovation. Caroline isn’t just a top-producing agent. She’s the founder of Reward Realty, one of California’s youngest-ever brokers, and the brain behind a revolutionary real estate CRM that’s changing how agents work nationwide. “I graduated college in 2009—arguably the worst time in history to try and get a job in finance.” Her story begins with inherited wisdom. As a third-generation real estate expert, Caroline was practically born to build an empire. What started with open houses during college soon transformed into a thriving brokerage, and eventually, a pioneering tech company designed for agents by an agent. Starting Young, Going Big: The Journey of a 21-Year-Old Broker Caroline doesn’t just talk the talk—she’s lived every part of it. At just 21, she became a licensed broker, stepping into an industry most were fleeing during the housing crash. Her mentor, a Keller Williams legend with over 10,000 contacts in her database, gave Caroline the tactical experience to thrive in chaos. “I was probably the youngest broker in the state for a while… because I graduated early and the experience rule hadn’t kicked in yet.” That early exposure to system-building and data management laid the foundation for something bigger: leading her own team, then creating a platform that helps others do the same, faster, smarter, and more profitably. Real Brokerage, Real Growth, Real Results Fast forward to today, Caroline’s team under Real Brokerage has grown from 4 to 9 agents in just four months. Her secret? Monthly masterminds, relentless expectation setting, and systems that allow every team member to build sustainably. “We teach people how to treat us—but we also set the expectations for our clients, our team, and our business.” She’s not just closing deals. She’s mentoring minds and building leaders. From showings to SOPs, Caroline’s influence runs deep in every aspect of her operation. She reminds us that real leadership is built on communication, follow-through, and vision. The Software That’s Reshaping the Agent's Life Caroline’s CRM isn’t just another shiny object, it’s a full-stack assistant that reads documents, transcribes calls, tracks deadlines, and automates client communication. “We help agents build out their SOPs, automate their transactions, and create time-saving systems that actually serve them.” With integrations into DocuSign, Dropbox, Fellow, and custom pipelines, it’s a plug-and-play system that frees up time for what matters: serving people. The CRM even uses AI to summarize phone calls, schedule follow-ups, and trigger marketing automations. It’s the very definition of working smarter, not harder. Train Like a Pro with Caroline’s AI Roleplay Coach Caroline also created a custom GPT tool for her team that roleplays lead conversations, provides feedback, and trains agents on how to confidently convert calls into clients. “It gives them

real-time feedback on what they did well and how they can improve—and it’s trained with Tom Ferry and Phil Jones language.” New agents use it daily to sharpen their skills before ever picking up a phone. She understands that the biggest gaps in success are often confidence and preparation, and she’s built tools to bridge both. Want More Deals? Ask for the Business. When Mattias asked Caroline for one golden nugget for new agents, she didn’t flinch. “Start with your sphere and ask for the business. Don’t be shy to say, ‘Do you know anyone looking to buy or sell?’” Her advice is refreshingly practical—start face-to-face, lean on your community, and build your skills over time. AI and automation are tools, but relationships and reputation are still the foundation. Final Words of Wisdom from a Trailblazer To close out the episode, Caroline recommends the game-changing book Buy Back Your Time by Dan Martell. “You should be out making the sales, not buried in paperwork. Automate and delegate everything else.” From strategy to software to soul, Caroline Hobbs embodies what The REI Agent is all about: building wealth while staying aligned with who you are and what matters most. Want to work smarter, lead better, and live bolder? Start by asking better questions. Caroline did, and it changed everything. Stay tuned for more inspiring stories on The REI Agent podcast, your go-to source for insights, inspiration, and strategies from top agents and investors who are living their best lives through real estate. For more content and episodes, visit reiagent.com. United States Real Estate Investor Create healing and connection within yourself, your family, and your community. Create healing and connection within yourself, your family, and your community. United States Real Estate Investor Contact Caroline Hobbs Reward Realty Linktree United States Real Estate Investor Mentioned References Buy Back Your Time by Dan Martell Tom Ferry Phil Jones Real Brokerage Google Forms ChatGPT United States Real Estate Investor Transcript Welcome to the REI Agent, a holistic approach to life through real estate. I'm Mattias, an agent and investor. And I'm Erica, a licensed therapist. Join us as we interview guests that also strive to live bold and fulfilled lives through business and real estate investing. Tune in every week for interviews with real estate agents and investors. Ready to level up? Let's do it. Welcome back to the REI Agent. It's your friendly local neighborhood real estate agent podcast host, Mattias, an investor. We are not, we don't have Erica with us today. So unfortunately, she had to go to PT. So we will hopefully have her here on the next one. But we did have a great guest today, Caroline Hobbs. Caroline is a team lead. She's an experienced agent, broker, and now a software owner. She has a CRM that she sells that has a lot of automations and stuff built in. It's pretty cool. So definitely check out the show notes if you are interested in hearing more about that. She can, you can see where, you know, in her link tree what all is available. I think that in this business, there's a lot of shiny objects. There's a lot of people that are trying to kind of get your money and can be distracting. Sometimes we get focused or persuaded into something. It could be changing brokerages. It could be, you know, this new tool that's fun. It could be a new system. I'm certainly guilty of this stuff. But I think at the end of the day, if you are focused on providing your clients with consistent, clear communication and you're setting expectations, you're going to do really well. So if you focus on those as the core tenement, and if you are building out systems and processes that help enhance that, I think that's what's really key in business that you already have. That's not necessarily something that will help you gain more business, other than people might rave about your services because they felt like they were taken care of the whole time.

So no matter what you do in this business, no matter what kind of things that you look into, because I think, you know, systems and processes and software, AI, all that stuff can be incredibly powerful. Just don't lose sight of what's really important when you are interacting with your clients. I think that's the key there. But without further ado, I'm going to keep this one short. We're going to go right into Caroline Hobbs. She, again, is out of the Silicon Valley area. She is an experienced agent. She may have been, and she talks about this, the youngest broker in the whole state of California for a couple months. So without further ado, Caroline Hobbs. Welcome back to the REI Agent. I am here with Caroline Hobbs. Caroline, thanks so much for joining us today. Thanks for having me. Hey, Caroline, you got a couple different hats. You have been an agent for a while. You've now team lead and you own a software company, correct? Correct. Yeah, awesome. To get started, I want to dive into all this different stuff, but let's get started by just kind of hearing how you got into real estate to begin with. Yeah, definitely. So I am third generation in real estate. So you could kind of say that I was born into it. My grandfather used to flip properties. He was a contractor. And after my mom graduated college, he encouraged her to go on and get her real estate license, which she did. She worked for Fieldstone down in Southern California, selling new homes for years and years, and eventually moved over to the lending side of things. While I was in college, I got a part-time job. I had no intention of going into real estate, as I have my degree in finance, but got a job hosting open houses for a realtor in Palo Alto and decided that I liked it. So shortly after graduation, I got my broker's license and a few years after that, started my independent brokerage. Nice. Wow, that's awesome. So you jumped right into starting your own brokerage, not just a new team. You went right into being your own broker. Well, so the realtor that trained me, just to give you a little bit of perspective, I started working for her in 2008, 2007, something around right there, and right at the heat of the crash as the market was crumbling. I graduated college. You needed to get into it. I graduated college in 2009, which is basically the worst time in history to try and get a job in finance. I was still working with the agent that trained me, and honestly, I couldn't have asked for a better mentor. The woman who I got to work with, she was internationally ranked as the top-selling agent in all of Keller Williams. She had a database at the time of over 10,000 people, which this is before people used databases. So I was hosting her open houses. I was organizing all of her clients in her database. I got a lot of really tactical, hands-on experience for how to manage contacts, how to stir the pot and turn that into actual business. So I worked with her for the first five, six years of my career, and then I was teaching a lot of classes at Keller Williams. I went off. I became an independent agent with them, but ultimately, I felt like my time was being pulled in multiple directions with being in the bigger office and having my broker's license. I felt confident that I could do it, and so I started Reward Realty in 2011. And I started that in 2013, and I ran it as an independent for 11 years. Wow. That's awesome. Just real quick before I forget, do you have any fun ways of re-engaging a database of that size that you could share? Honestly, the technologies have changed so much. So the tactics I use today to serve databases like that versus the tactics I used 10 years ago are very different. I am really big on utilizing tags and client types. I'm also pretty big on utilizing pipelines to analyze your business, kind of scoping out a little bit. I think the most important thing is to make sure that your contacts are always properly categorized.

And then when we talk about my software, I can kind of talk about ways that we have built our system to help agents keep those things top priority as they're working in their database. So that way, it's easier to identify those low-hanging fruit. Okay. Yeah, we'll have to get into that. I do want to talk a little bit about team building first. So when you got your brokerage, did you already have agents that were going to join you or were you just kind of at that point going to be a solo broker agent? Or did you hire an admin? What was that process like? For most of the time that I ran my brokerage as an independent, I had just an admin TC and a couple agents with me, like two or three for most of the time. So it was never, I was always the top producing agent. I was in some cases feeding other agents that were with me. Being independent was great. It was really lonely at first because I went from a team in an office environment to being on my own. And so having that assistant really helped with bridging the camaraderie gap and the social gap. And then it's honestly just recently that I really started getting involved more with the associations, the boards, things like that locally. At the time, real estate wasn't trendy to get into because the market was crashing. It was the worst time in real estate. So I was much younger than anybody else in my office or really in the industry that I knew at the time. When I got my broker's license, I had just turned 21. I was 21. Wow. There's a good chance I was probably the youngest broker in the state for a while just because you had to either have a degree in finance or economics or have five years sales person's experience at the time. And since I was younger than everybody in school and I graduated and got my broker's license right away, they changed it a few months later to require the five years experience. But at the time, they didn't have that in place. I was wondering. I think here it's three years of experience. I don't know if we have that finance loophole. There's no loophole anymore. But there was. This is in 2009, so a long time ago. So when you were bringing agents on or when you had a couple of agents, were they just selling independently or were they designated to help you in certain ways like having a showing agent or something like that, listing specialist? I did have one showing agent. The others worked independently. Okay. Yeah. And how's your, you said sales team earlier. How's that structured now? So my sales team has grown a lot. So one year ago, I made the switch from operating my business as an independent to coming on with Real Brokerage as a part of their white label program. So under their white label program, I've been able to grow quite a bit. We have an agent locally that is a huge attractor. And but he doesn't quite have the capacity to give training and things like that to agents. So I started doing monthly masterminds for agents with my lending partners where I kind of take a look at all the different ways that agents generate business, whether we're talking about social interactions, you know, their kids, the parents at their kids schools, whether we're talking about online marketing, purchasing leads, converting leads, whether we're talking about social media, being an influencer, direct mailing, farming, all of these different kind of tried and true, so to speak, ways. We kind of rotate and dive into each of those things on a monthly basis. Usually the trainings are about two to three hours long. And it has grown my team from four of us to nine of us in the past four months. Wow. Now, again, is that structured kind of like you were before? Do you have any designated people helping you directly? Are they all just kind of independent agents that are there to help or to be mentored by you, et cetera, and work together as a team? So we work together as a team. So I help not as much on like the paid lead side, but like I go on listing appointments with my agents and secure the transaction for us.

I've been in this business for so long. I understand the ins and outs and how to problem solve on the spot. There's not much that somebody could throw at me that I wouldn't be able to take a second and give them good guidance on. Not to say that I'm perfect. It's just when you've been in the business almost 16 years and you've been on as many inspections and things like that, you retain it. And I honestly, I live by the mindset that there's always something new to learn with every transaction, with every interaction that we have with people. So I kind of utilize that. Yeah. Cool. Yeah, it definitely helps. And things don't phase you quite as much as they may have in the beginning. A hundred percent. When a problem comes up or whatever, like each time. I kind of remember the first year that really my business really took off, skyrocketed. It also came with a lot of problems. And there was one time where I was just like down. I was just like, you know, kind of overwhelmed and just like, oh my gosh. So many problems, so many issues. And, you know, a good friend of mine kind of took me aside and was trying to give me like a pep talk and all that kind of stuff. But another friend was telling me, you know, whenever this kind of stuff happens, like it's just, you know, once you get past it, like you feel unfazed, like you're going to be unflappable. You're not going to be able to be bothered by little things anymore because you just got through this like really tedious time. But on top of that, the next time something like that happens, it's not as big of a deal. And so like looking back at the things that like phase you at the beginning versus now, just it's kind of, it's almost funny. But you can share that with your team as well if they're not quite as experienced as you. You know what, I tell my team this all the time and I can't say it enough is not only do we teach other people how to treat us, but we also set expectations for our clients, for our team members, for any interactions that we have. And so I feel like as an agent, more than anything else, that is our number one role is setting expectations. Because it's when those expectations are not met that people start getting frantic and they start making emotional choices. And so if you can just stay ahead of that and provide communication, then the problems stop popping up. 100%. There is somebody on here, I think he was an investor actually, but he was talking about how kind of everything boils down to setting clear expectations and communicating effectively. And if you can do those two things, even with your kids, with your family, it's just like, you know, you're a little kid and they're in the middle of a TV show or middle of playing in the park and all of a sudden you're like, we're going, we're leaving, bye. And just rip them out of that. They're going to be pissed. They're going to be very mad. But if you set the expectations that A, you're going to be here for this long and then kind of check in with them, communicate that, you know, 15 minutes, 10 minutes, five minutes, one minute, whatever, and we're going to leave, then that whole process goes a lot more smoothly. And that's the same for, you know, clients. Like if you are proactively communicating throughout the process and, you know, setting the expectations that they're going to get that email, that call, that whatever at this time, they're not going to be anxious. They feel that they're covered. And yeah, so I agree. Agents are the same way though. And I think that's one reason why I've been successful in stepping from, because in a lot of ways I run my team and my downline with Real in the same way that I ran the brokerage. Setting expectations with your agents. I think, you know, let's talk about marketing for example. People think that they're going to send one postcard and suddenly the phone is going to start ringing and everyone is going to be offering them their house to sell. Right.

That's just not how it works. It's stacking those good behaviors every single day to get closer and closer to your goal. And so it's about building that consistency. And so part of my job as a team lead is setting that expectation from the beginning. Okay, you want to start a farm. That's amazing. Let's go ahead and determine the farm. But to be clear, you should not expect anything to turn from this farm for at least the next three to six months. Don't start Google marketing and think that all of a sudden your phone is going to ring off the hook. No, you're going to have to build up that SEO credibility. You're looking at at least six months before you're really starting to get things, the algorithms and everything, getting to know who you are. And so I think that's where a lot of miscommunication goes into it. I think a lot of people are afraid of the truth or they're afraid of rejection if they give somebody the whole truth. And so it's kind of just it goes back to setting those expectations from the beginning. Yeah, that consistency too is huge. I have a house under contract that I've been mailing postcards to that community as a farm for two years, I think. And this is the first actual deal to come from two years. Yeah. And now the result of this sale is great for everything that I've been saying that I'm doing. I did in this deal and we got an amazing above asking price offers that I can now market to that community and just hopefully that will continue to snowball the results from that marketing that I've been doing. But that's hard for people. I mean, that's a lot of money. You know, it's hard to see the forest for the trees. Like if you're spending a lot of money on Google ads, you're spending a lot of money on postcards and nothing's actually come from it. You just feel like, you know, what's the point after a couple months you just spent. So in some ways it's easier to sign a contract or to just send the money to an agency that says, I'm going to commit to this for a year and I'm going to put it up front and it's done. And because you're going to just be spending money pointlessly otherwise, probably. Well, and honestly, I think the same thing goes when you're starting a team as well is people think this is going to be great. I am going to start a team. I'm going to check in with my team and they're going to go off and then I'm going to get a piece of the commission and it's going to be great. Right. Well, starting a team is a huge time investment and time is money. And, you know, I feel like so much of this business is kind of like a chess game and understanding where you move your time and money. And oftentimes I use those synonymously because, you know, we need both. Yeah. Succeed. Yeah, totally. Tell us a little bit about the software now. We were talking a little bit beforehand and how the software you're creating is all about automation and kind of freeing up people's time. So then I'm definitely super interested in. So tell us about what your software does. Well, so something that I have learned in mentoring agents and running the brokerage and going to conferences and meeting people from across the country. Realtors are social beings. Yeah. They are great at meeting people. They're great at forming relationships. They're not good at the back end stuff, but not everyone can afford an assistant. And a lot of people don't have the skill set to really articulate what it is that they're how their process goes, how it's laid out. And the reason is, is they don't have a standard operating procedure for how they transact. They kind of do it on the fly. Yeah. And say, well, every transaction is so unique. But is it because we have the same deadlines? You have the same paperwork that's needed. Hopefully you're getting the same level of customer service to each of your clients. So one thing that I really love about our software, like straight out of the gate from the time that we onboard you is there's several different modules that you go through.

And really what these modules are aimed to do is to build out those SOPs for your listing and buying process from deadlines to communications, to marketing, to gifting. Even we are one of our things is we're really big on building out integrations for all of the different tools and everything that you're using. If you're using something with an open API, our dev teams will actually build a custom integration with that company. We have a priority list based on request, but that's something that we're doing to constantly make our software work better with the tools and everything that agents are already using. We're not trying to... So many of those. Exactly. There is, there is. So for example, we're just finishing a two-way integration with Fellow, which is a home valuation software. And the reason why we're building out a two-way integration with them is they have some really great data enhancement tools where you can look up phone numbers and email addresses and things like that. And it's no, it's not helpful if you get a data enrichment in another software program and then it doesn't update clients in your database. Right. And so we want to make sure that we're working smarter and not harder. So things like that. So we have the transaction management process that is automated as far as deadlines and communications go. We also have an app with DocuSign and a client portal with Dropbox that kind of organizes all of the paperwork for each client as it's completed. And then as far as like the marketing goes, we have some postcard automations set up. We have from the time that people come into the database and that first call is made to them for like your online marketing leads, that call is actually transcribed and sent through chat GPT to determine what type of client it is. Is it a buyer? Is it a seller? Did you set up an appointment on the call? Because if you did, it's going to set the calendar appointment in your system. Nice. If you collect that email address from them over the phone, it's going to save that email address for them in the system so that when you're driving between appointments or at your kid's soccer game and you're taking a call and you don't have a pen and paper and you're like, oh, could you please text me your contact? Yep. You don't have to do that anymore. Just utilizing the smart number in the system will help you collect all that information and make sure that it's setting things off appropriately. So when different types of appointments are made, different types of communications are going to go out as far as reminders or even email communication, preparing them for an inspection. One of my favorite things is once the inspection is complete, the inspection appointment, it's going to send a text to your client saying the inspection is complete. Use the link below to schedule a review of the inspection documents with your agent. And it sends them the next calendar link. So that way you already have your next appointment being booked with your clients to follow up without you having to sit around and wait for it. Nice. So is this a CRM or a plugin to anybody's CRM? It's a CRM. Okay, cool. Although it can sync with other CRMs, it doesn't make sense. Right, you're doubling up. Yeah, cool. Yeah, I like that. It's, there's a lot that, a lot of time people can spend in that, in those rabbit holes of like automating and stuff. And so it is nice when somebody is already creating those for you and kind of setting up a system that they can follow. So that's really cool. Yeah, we, like throughout the onboarding process, they actually order the communications and everything like that. You can actually change the emails that are going to go out. So you get full privileges over that. You can add emails to sequences. And then our software will automatically build those workflows in there for you. Yeah, that's awesome. So I imagine then you would have kind of like a work phone

number that would be integrated with a CRM that then have those automated texts coming from and that you would have like those phone calls, the recording, et cetera, happening through. Yeah, yeah. And so one of the things that I've found in CRM searches and stuff is there seems to be a lot of separation. Like people like prefer maybe to have their personal stuff and their like work stuff separate. And I've kind of always operated off of like, it's all one for me. You know, like all my contacts are just kind of my sphere. So one of the things that I've had to do with some of the CRMs I've worked with is then kind of sync my contacts. And that has to be like through a Zapier or something like that. But that's been one little thing. But I do like the fact that you can have, you could build out, especially if you're doing, I could imagine if you're doing like online lead generation, which is not something I've done much of, that you might feel bombarded with a bunch of people you don't know well. And so like having that separation could be nice until maybe you get them into like that, you know, they're actually an active client. And then, you know, you might use your own phone as well. But yeah, I could see why there's a lot of people that their CRM wants to be very separate from their personal life. I see that. But honestly, I feel like it's a lot misguided. And the reason for that is like those people, those friends and family members are some of your biggest supporters. Oh, absolutely. And sometimes they need reminding that you're an expert in the field that you're in. You're not just the default because you're family. You're default because you're the smartest person they know about real estate. Yeah. You know what I mean? Yeah. And you want them to be shouting your name from the hilltops anytime they hear anybody breathing about moving. Exactly. So for me, like identifying the client type, and we have a lot of automation set up like this, where it's like when you add a lead source, we add it into the workflow, and we say, okay, leads coming from this lead source. What are they? Are they buyers? Are they sellers? Are they so like, for example, we use Google Forms. And so I know that when somebody fills out the buyer Google Form, that they are a buyer. Yeah. And so I think it's just making sure that you're appropriately labeling your contacts. And so, you know, you asked me the question earlier, like, what do you do to stir the pot? Yeah. Well, again, as a part of the onboarding process, and it's available like in our learning center as well as we talk about how to use tags, we talk about how to use the client type, we talk about how to create new opportunities to keep the end filters to be able to find the people that you've communicated with most recently, the newest leads, the how to put them in groups where you know that this is like a warm nurture, like you know that they're going to transact in the next six to 12 months, and they should be on your like bi weekly call list. Right, right. You know. So those are kind of the things that I specify and we use automation to automatically add certain tags when they hit different milestones, so to speak, or have reached out in a certain way. We can automate removal of tags or addition of tags. So that way, we're making sure that our data is constantly staying up to date as well. Yeah, yeah, that's, it's always embarrassing. If, like I have, I have a lender that sends me a happy birthday message every year on the wrong date. And that's why, like, you know, this stuff is great if you have good data, and that's why it's so important to like you have to really work your data, your sphere to make sure that you're getting, you know, you're not doing something like that. Exactly. Yeah. That's cool. What other ways have you used AI to integrate with this system? To integrate into the system. The phone is probably the most impressive right now. The

other ways that we're using it is going to be in reading the transaction documents that part isn't going to be ready for probably the next six months. But we are working on actually being able to extract fields from like the purchase contract and whatnot to update fields in our different transaction files. That's cool. We also use it for, we do have AI like assistance that can help with texting back and things like that when calls come in. It's a last minute, it's like a last ditch effort kind of thing for us to use the AI agents. I prefer human voice. So most of my smart numbers bring to multiple people on my team. Okay. What other ways are we using? I have a market analysis. So I know the smart number thing that you just said to me really quickly, like, so that would, everybody's phone would ring or would it go to like different people at different times? If somebody doesn't answer, then it goes to the next person. I can set it up either way, actually. So that would be round robin. It was going to go around the circle. Um, usually it just rings to everybody all at the same time. So the first person that picks it up, that's my preference because then you don't have somebody sitting on the phone thinking that nobody's going to pick up the phone. Two minutes. Yeah, that makes sense. That's cool. Yeah, that makes sense. And obviously having somebody answer is the best option. Yeah. That's the number that I use on every single marketing piece. If you look on Google, it's going to be my smart number. If you look on anything, um, being a woman in this industry, I stopped putting my phone number out there a little while ago. Sure. Um, and that's been helpful. Yeah, no, that's, that's great. And that's one of the beauties too, of, of having something, uh, a number in a CRM that's not, you know, your personal number. Um, sorry, then I interrupted you about, you were saying something else. Um, I can't remember what it was now. Um, oh, we also use AI for a market analysis each month. So, um, I used a prompt that uses data from like, what's going on with the fed and news and whatnot to, um, help give insight as to the factors that are affecting our local marketplace currently. Oh, that's cool. Yeah. I think, I think, uh, anybody listening to this, that isn't using AI much. Um, I think it's just really important to start, uh, just, I heard somebody say, put a sticky note on your desk that says, how can I have AI do this? Um, or how can I use AI? And, and it's just really about figuring it out. Like if you haven't, you don't even have to figure it out. Ask, ask chat GPT why you're using it. The point is that you have to actually like use it. Like you have to be, uh, constantly trying to engage it because if you're not, then you may not think, oh, oh, this could be done by a chat GPT. Cause like, once you start, you know, using it for more and more things, it just becomes like obvious, like, oh yeah, that's something I'm definitely going to have chat GPT do. Um, my personal favorite right now, uh, this is really small, but one thing that's been pretty impactful is, you know, I have a Mac and Apple intelligence is kind of built in or whatever. Um, what I did was I, uh, made keyboard shortcuts for a proofreading and for a rewriting so that wherever I'm in, in my Mac, um, if I'm writing something, I can just kind of word vomit and just like get something out there that's not that clear, but it has the key points in it and then boom rewrite. And it's perfect. And that can be in a text message or that can be in an email. My email has built an AI too, but, but yeah, it's, that's been, that's been really nice, uh, to just kind of be more effective of a communicator. Cause I think, you know, often through when you're not on the phone, I mean, the way you communicate is very, very key. Absolutely. I, um, one thing that I did for my team is I built a custom Jack, uh, GPT for role playing with them, which is so easy to do.

Honestly, it's not rocket science, but, um, the thing I like about it is I built in like randomized questions for it. Um, and the reason why I love utilizing this tool. And so like on my agent's weekly check-in sheet, one of the questions is how many times did you use the chat GPT module this week? And the point is, is they'll come up with a scenario, they present it and you need to respond. And then it's going to give you advice on like what you did well, where you can improve and what the perfect answer would be. That's cool. And, um, I pro I trained it using Tom Ferry and Phil Jones language. Okay. Um, yeah, that's awesome. And it goes really, really nice. And so, and I really, you could do like the voice to text for it, or even just do the voice role play with it. But honestly, I prefer people doing the written version because I find that when you sit down and write and you're really thinking about it, your brain makes deeper lasting changes than if you're just to talk, you start thinking about the cadence and how you want to put these different words together, um, in a more thoughtful way that I feel like can stick and become more of a script. Yeah. Yeah. I love that. That's awesome. Um, I do have some, I have some questions about like, uh, if you have any golden nuggets for real estate agents, uh, that maybe are getting started or, um, have been at it for a while. I mean, is there anything that comes to mind that you'd want to share? Ask for the business, start with your sphere and ask for the business. Don't be shy to say, do you know anyone that's thinking of buying or selling this year? Okay. I love it. And is that, would you recommend going by calling, uh, emails? What, what's the best route for, for doing that? Um, I think for newer agents also honestly being like face to face with people, like throughout your day to day life, that's going to be your best bet. Um, I don't think newer agents have the skills on the phone to fully convert. I think that's a skill that's acquired over time, which is absolutely something you should work on, but do a month of my chat GPT bot first and then go and talk on the phone. Um, cool. Ask for it, like get involved with the community and ask for it. Yeah, no, that's great. I love it. Um, what about any books that you'd recommend? Do you have any favorite books that are fundamental for everybody to read or ones that you're currently enjoying? Yeah, I, I am a serial reader, so I am constantly picking up new tips and tricks. I think pertaining to this conversation, um, Dan Martell's book, buy back your time. Um, that really focuses on making sure that the activities that you're putting the most time into activities that only you can do. So in real estate, that's making the sales. You should be in phase showing homes. You should not be organizing your paperwork and spending hours on doing that when you could be out going and finding your next transaction. Yeah, no, that's awesome. Um, and, and like you were saying, like, you know, with your CRM, um, there's some of those automations, like if, if you're doing it yourself, it takes a lot of time. And that might be, again, where you can buy back your time by having somebody else do it by using your software. Um, but yeah, what a great way to free up, um, bandwidth too, is to automate a lot of the things that are just kind of repetitive. Yeah, absolutely. I'll, um, I'll send you my link tree to put in the description that has information on both my software, but it also has, um, access to our chat GPT module. So if anybody wants to give it a shot and try and sharpen their skills, um, it's there for you to use. Oh, that's awesome. Thank you. And that was going to be my next question is, is what's the best way to reach out to you or find more information about this stuff? Yeah, absolutely. Um, use that link. It's got all of my contact information, my social handles, um, and information on our, on our software.

Cool. Awesome. Well, I really appreciate your time. This has been a fun conversation. Yeah, absolutely. Thanks so much for having me.

[omgitzlo]

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[accfruitionrevops]

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Now the Right Time to Embrace AI SEO Tools in Your Workflow

Is Investing in AI SEO Tools Really Worth It

For a lot of teams, SEO feels like a full-time job — and that’s before the writing even starts. If your workflow includes too many tools, too many edits, or just too much back and forth, you’re not alone.

That’s exactly where platforms like ScriptBee come in. They’re designed to reduce the busywork and help you focus on what actually moves your content forward.

But does that really make them worth the investment? Let’s break it down.

What AI SEO Tools Actually Do

It’s easy to assume these tools are just about generating content. But they go much deeper. Tools like ScriptBee automate the entire content process — from keyword planning to publishing.

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Smarter SEO Starts with the Right Workflow

What sets ScriptBee apart is how it connects everything through AI workflow automation. You don’t have to bounce between apps or copy content from one tool to another.

Instead, it gives you one place to:

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Publish directly to your CMS or site

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Real SEO Gains Through Automation

You’ve probably spent hours tweaking headers, updating meta descriptions, or fixing broken links. With SEO automation, ScriptBee handles that for you.

It checks for:

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Meta tags and on-page SEO elements

It’s like having an SEO assistant that never forgets a detail.

What Makes ScriptBee Different from Basic AI Tools

Many writing tools focus only on creating text. ScriptBee is built for teams that care about growth. Its AI SEO content generator doesn’t just write — it writes with structure, intent, and optimization in mind.

You get content that’s ready to rank — not just to read.

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If content is a core part of your growth strategy, then yes — investing in the right tools pays off fast. ScriptBee helps teams:

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You’re not paying for speed alone. You’re building a better foundation for how your content operates long-term.

Final Thoughts

AI SEO tools aren’t about replacing your team — they’re about freeing them up to focus on what matters. With features like AI workflow automation, SEO optimization, and a reliable AI SEO content generator, ScriptBee gives you a way to work smarter and grow faster.

For businesses that are serious about scaling content without stretching their team too thin, the investment is more than worth it.