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Automation / Business processes

Less repetition.
More system.

Manual processes usually survive as a chain of copies between inbox, spreadsheet and someone's memory. Automation turns that chain into one path with rules, records and visibility.

01 / Before / after
Before
Manual chain
  1. Email
  2. Spreadsheet
  3. Manual entry
  4. Approval
  5. Another spreadsheet
After
One workflow
  1. Form
  2. Workflow
  3. Validation
  4. Database
  5. Notification
02 / What gets automated
01

Intake

Structured forms replace email threads and re-typing.

02

Validation

Rules applied once, at entry, instead of in five places later.

03

Approvals

Routing, states and history that can be audited.

04

Documents

Generated from data instead of copied from templates.

05

Notifications

The right people informed automatically, with context.

06

Reporting

Numbers derived from records, not assembled by hand.

03 / Automation builder

Sketch a workflow.

Automation builder
Workflow / empty

Trigger

Actions

Select a trigger and one or more actions

Demonstration only — workflow concepts, not a configured system