Automation · Workflow orchestration

Runs while you work.

Connect commercial, operational and customer events into reliable service workflows
ACTIVE WORKFLOWS
6
1 workflow currently paused
AUTOMATED RUNS
865
98.7% completed successfully
ADMIN TIME SAVED
241h
Equivalent to £9,640 capacity
EVENTS TODAY
42
7 in the last hour
Listening for events

Accepted quote → job

AUT-01

Creates a ready-to-dispatch job with commercial value and scope when a customer accepts.

WHENQuotation status becomes Accepted
THENCreate job + notify operations
84
21h
26 mins ago
ACTIVE

Skill-based assignment

AUT-02

Matches urgent work to available engineers using skills, route and SLA priority.

WHENUrgent job remains unassigned for 5 mins
THENRecommend engineer + escalate
46
18h
42 mins ago
ACTIVE

Customer booking journey

AUT-03

Sends confirmation, arrival window and live engineer updates automatically.

WHENAppointment is confirmed
THENSend email + SMS sequence
318
53h
1 hr ago
ACTIVE

Completed job → service report

AUT-04

Builds a branded service report from engineer notes, parts and signatures.

WHENJob status becomes Complete
THENGenerate PDF + send for approval
192
64h
1 hr ago
ACTIVE

Recurring maintenance planner

AUT-05

Books future maintenance visits from asset intervals and agreement entitlements.

WHENAsset service date is 30 days away
THENCreate visit + reserve capacity
186
72h
Today 06:00
ACTIVE

Warranty opportunity capture

AUT-06

Creates a commercial follow-up before customer asset warranties expire.

WHENWarranty expires within 90 days
THENCreate lead + account task
12
4h
Paused 8 Jul
PAUSED

SLA risk escalation

AUT-07

Alerts duty managers when travel, parts or unassigned work risks a response breach.

WHENPredicted SLA confidence falls below 80%
THENEscalate + open recovery plan
27
9h
9 mins ago
ACTIVE