Automate your processes step by step with workflow management

With workflow management in AFAS, you define step by step how processes should run. As soon as one step is completed, the next starts automatically. This helps you work faster, error-free and according to a fixed way of working.

  • Over 14,000 organisations work with AFAS Software

Workflows connect our ERP software

 

In AFAS, you record your business processes step by step in workflows. Tasks are always carried out in the same way: structured, fast and often automated. Think of processing expense claims, starting a recruitment procedure or approving invoices.

You can build workflows yourself, but you also receive dozens of ready-made processes as standard. Want to work even smarter? Then add AI to your workflow, for example to summarise texts automatically or generate notifications. This allows you to automate your work step by step, in a way that suits your organisation.

Want to know what our workflow management system can do for your organisation?

 

One software solution for your organisation

With workflows as the connecting factor

 

One software solution for your organisation

With workflows as the connecting factor

 

Workflows and CRM

In AFAS, many documents and contact moments are automatically recorded in the customer file. Think of emails, completed forms or conversations. Everything is saved under the correct contact, without you having to add it manually.

Because you work in one system, you immediately see the complete overview: from communication and requests to financial data.

What is automatically recorded?

  • Emails and mailings in the customer file
  • Registrations of individuals and changes to their details
  • Contact moments with employees
  • Requests via the website or customer portal

Workflows and Finance

From quotation to invoice – with AFAS, you capture every step in the financial process in a workflow. As soon as something is approved, the system processes it automatically in your administration.

This helps prevent errors, keeps everything clear and saves time.

What can you automate?

  • Send payment reminders automatically
  • Generate journal entries
  • Have invoices approved by colleagues
  • Receive notifications for expiring contracts

Workflows and HRM

During an employee’s career, many things happen: an application, meetings, contract changes and possibly leaving the organisation. With workflows in AFAS, you arrange this automatically and error-free.

This keeps everything organised and leaves you more time for genuine contact with your colleagues. Automation creates time!

What can you automate?

  • The full performance review cycle via workflows
  • HR requests processed digitally and clearly
  • Have employment contracts signed digitally
  • Automatically forward expense claims to payroll

Workflows and Order Management

With AFAS, you automate the entire order process – from quotation to delivery and invoice. Because order management is linked to your accounting, your administration is always up to date.

Thanks to workflows, every step runs automatically and in the correct order.

What can you automate?

  • Check and process goods receipts
  • Purchased materials automatically trigger stock movements
  • Record every step: from purchase to sale, from quotation to invoice
  • Keep customers informed via their own portal

See how workflows help your organisation collaborate more effectively

 

Our company has ISO 9000 certification. To continue meeting that standard, it is important that we carry out projects in a controlled and manageable way. The workflows in AFAS certainly help with this.

AI assistant Jonas helps you with smart tasks

No big promises, just smarter working!


At AFAS, we believe that AI, combined with our ERP software, makes your work more enjoyable and easier. Our vision on AI is clear: it is a tool to add value, not a goal in itself.

Want to spend less time on repetitive tasks? AI assistant Jonas helps you with time-consuming activities, such as summarising texts or automatically starting actions in a workflow.

What can AI assistant Jonas do for you?

  •  Automatically carry out AI tasks in your workflows
  •  Translate and summarise texts quickly
  •  Improve AI tasks with feedback from colleagues

Read more about AI in our brochure >

Build your own workflows

Automate tasks and processes your way or choose from hundreds of standard workflows

 

With workflows in AFAS, you automate your processes step by step. You complete tasks, add explanations or have actions carried out automatically. Choose from existing workflows or create your own version, tailored to your organisation.

What can you do with workflows in AFAS?

  • Use the standard template with commonly used workflows
  • Easily build your own workflows
  • Automate steps with AI tasks in your workflow
  • Add your own fields to a workflow
  • Work organisation-wide in a consistent, error-free way

Signals keep your organisation sharp

Automatic notifications at important moments or actions in the system

Signals automatically inform your colleagues about what is happening in the workflow system. Has a workflow task been completed? The right employee receives an instant notification.

You can also set signals based on time, for example for an upcoming contract renewal or performance review. Or let a signal trigger a new task, so that no action is forgotten.

Examples of signals:

  • Automatic notification when an employment contract expires
  • Reminder of birthdays or work anniversaries
  • Signal for open tasks or completed workflows
  • Create a task from a signal with one click

"The configured workflows give us control over our processes, thanks to a consistent way of working and safeguarding quality."

Jan van Spijker
Financial Team Leader Groothuis Bouwgroep

Hundreds of workflows included as standard

Start automating immediately with our best-practice template

Over the past 30 years, more than 14,000 organisations have chosen AFAS. Based on that experience, we developed a template with the most commonly used workflows – ready to use straight away in your organisation.

So you do not have to configure everything yourself. From expense claims and invoices to onboarding and IT requests: many processes are already fully set up, based on best practices in your sector.

You also benefit from:

  • Hundreds of standard workflows, ready to use
  • Less configuration work, go live faster
  • Work according to proven processes
  • A quick start with automation

Read more about the template in the brochure

Insight with dashboards

View the status of open workflows

With the BI dashboards, you present all key data from the AFAS software in a clear overview. You turn raw data into understandable information. By making this information visible, you can manage results more effectively. You can also zoom in on data and filter the information you want to see. Business Intelligence is a standard part of our software and ready to use immediately. No additional costs.

Do you want to work smarter?

We help you automate your business processes.