The best time to implement a workflow is when you have repetitive tasks that waste time and frequent errors in manual processes affecting your team or customers.
For example, a small online retailer handling many orders can use a workflow to automate invoice confirmation and shipping notifications, saving hours of daily work.
It’s not helpful to implement a workflow if your processes are very irregular or unique, since automation doesn’t always adapt well to constant changes. You can learn more about how to create and optimize workflows in this article.