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Add-on module

Process Automation.

Multi-step workflows that run themselves, across your teams and systems.

Overview

Let events start the work.

Process Automation turns tracking events into action. When an item moves, a count closes or a limit is reached, the platform can start a workflow: notify people, request approvals, create tasks and update other systems.

Routine steps that used to rely on emails and spreadsheets run the same way every time, with a full record of who did what.

At a glance
  • Multi-step workflows
  • Approvals
  • System updates
  • Notifications

Works with

Capabilities

What it does.

Multi-step workflows

Design processes with conditions and branches.

Approvals

Route requests for sign-off and keep each decision on record.

System updates

Update your ERP, WMS or CMMS through APIs and connectors.

Notifications

Alert the right people by role, site or event.

Schedules

Run recurring tasks such as audits and inspections automatically.

Audit trail

Every step is time-stamped and attributed.

How it works

Three simple steps.

1

Trigger

An event, a schedule or a form starts the workflow.

2

Route

Tasks and approvals move between people and systems.

3

Record

The outcome and every step are logged.

FAQ

Questions, answered.

What can trigger a workflow?

Tracking events such as movements and status changes, schedules, or a form submitted with FormsFlow.

Can workflows update other systems?

Yes. Steps can call your ERP, WMS, CMMS or other systems through REST APIs and connectors.

Is each workflow recorded?

Yes. Every step is time-stamped and attributed, ready for audits.

See it on your own assets.

Book a 15-minute tracking assessment. We will map your assets and suggest the simplest setup to start with.