Getting started with Process Automation

The ServiceNow Process Automation applications that you can use to digitize your business processes into automated workflows on the Now Platform include:

Flows

Flows enables process owners to automate approvals, tasks, notifications, and record operations without having to code.

Playbooks

Workflow Studio playbooks enable process owners to author cross-enterprise workflows and create a single, unified process. Build the underlying processes for playbooks that Playbook Experience agents and fulfillers use.

Depending on the Process Automation application that you use, you may need to coordinate with other teams or individuals to ensure that your automated processes run smoothly. One possible way in which you could organize the roles for Process Automation applications is:

• A developer uses Workflow Studio to work on flows, actions, and activity definitions to automate individual pieces of a business process.
• A playbook owner uses Playbooks to organize the pieces of the business process into a digitized, cross-enterprise workflow.
• A Playbook Experience administrator configures the appropriate views of the business process for the right system users in playbooks.
• A Playbook Experience agent, the end user in this case, works on and manages the individual tasks of the business process in playbooks on the Now Platform.

To find out more about how you can use Workflow Studio and Playbooks to digitize your business processes, try checking out these resources:

• Flow Designer fundamentals course
• Exploring flows
• Getting started with Playbooks