Workflows
Guided workflows
Run the business's core journeys end to end. High-risk steps pause for a named human approval.
Opportunity → Project
Turn a won opportunity into a live project with tasks, finance and ops notified.
Trigger: Opportunity qualified· 6 steps 1 approval
Webshop → Operations
Convert a webshop enquiry into a booked, stock-checked operations job.
Trigger: Webshop enquiry· 6 steps 1 approval
Meeting → Action
Turn a meeting into owned, tracked actions.
Trigger: Meeting captured· 5 steps 1 approval
Project Health Review
Review a project's health and apply an approved intervention.
Trigger: Project data collected· 6 steps 1 approval
Damaged Asset Review
Assess a damaged asset and apply an approved write-off / repair decision.
Trigger: Item returned· 6 steps 1 approval
Board Pack
Assemble a board pack from data with quality checks and sign-off.
Trigger: Data collected· 6 steps 1 approval