Automated Workflows & Actions

Connecting the Dots Between Systems, Events, and People

In most production environments, valuable time is lost chasing follow-ups, transferring data between systems, or manually assigning tasks. Automated workflows bridge that gap by orchestrating actions across CRM, CPQ, ERP, WMS, and MES without human intervention. For example, when a quote is approved in CPQ, the ERP system can automatically create a sales order, reserve materials, and trigger production planning. If a machine fails on the shop floor, a maintenance ticket can be generated, a supervisor notified, and production rescheduled instantly. A change in customer priority can trigger replanning, rescheduling, and communication, without delays. This level of orchestration ensures that every function stays in sync, without relying on memory, email threads, or manual updates. You also reduce risk by standardizing how exceptions are handled and ensuring nothing falls through the cracks. These automated flows are adaptable, customized per product, customer, or process complexity. Over time, they become the operational nervous system of your business. Everything moves faster and more predictably.

Actionable Intelligence: From Insight to Execution

BI dashboards and reporting tools provide valuable insights, but without automated workflows, those insights often stall. With workflow automation, threshold breaches (e.g. OEE drop, low inventory, late supplier delivery) automatically trigger next steps. That could mean notifying a planner, generating a purchase order, adjusting the production schedule, or creating a quality inspection. These responses are not just alerts, they’re structured, trackable actions assigned to specific roles or teams. This closes the loop between analytics and operations, transforming visibility into responsiveness. For example, if a WMS notice detects a stockout, the system can alert purchasing, suggest alternatives, and update the delivery estimate to sales, all without manual work. Similarly, if tool usage exceeds thresholds, a preventive maintenance workflow is triggered, ensuring uptime. In CRM, workflows can trigger customer follow-up reminders, satisfaction surveys, or sales renewal processes based on order history or inactivity. By acting on data automatically, your teams shift from reactive firefighting to proactive control. Automation becomes the link between intelligence and impact.

Scalability, Compliance, and Proactive Task Execution

As your production operation grows, so does complexity. And automation is key to scaling without chaos or added overhead. Instead of employees needing to gather their tasks from emails, systems, or verbal updates, automated workflows proactively deliver clear, timely to-do’s right to their dashboard, tablet, or inbox. Whether it's a machine operator receiving their next job, a planner getting notified of a delayed order, or a maintenance technician assigned a critical repair, everyone knows what to do without asking. This reduces confusion, eliminates wasted time, and keeps everyone aligned. Workflows also ensure consistency by standardizing how tasks are created, assigned, escalated, and completed across teams, shifts, and locations. Compliance steps, approvals, and quality checks can be automated and tracked, ensuring nothing is missed and everything is documented. Tasks are linked to roles, priorities, and deadlines, with audit trails that support ISO, IATF, and customer-specific standards. Over time, workflows adapt based on real performance and usage, becoming smarter and more targeted. Structured feedback from completed tasks feeds into continuous improvement loops. With proactive task assignment, your workforce becomes faster, more focused, and less reliant on tribal knowledge or manual coordination, enabling true scalability with confidence.