What can workflow automation help with?
A workflow can capture information once, carry it to the next stage and show who needs to act. Examples on this site include site variations, invoice checks and handover records. These are illustrative workflows; the actual build is scoped around your business.
How could a site variation workflow work?
A supervisor records the job, change and supporting evidence. The system checks that the necessary information is present, routes it to the right person for approval and keeps the decision with the job record. The approval rules and who can send a variation are agreed during scoping.
Does automation make decisions for our team?
Permissions and approval rules determine what a system can do. For example, recording a note may be allowed while sending a variation to a client may require a person to approve it. We discuss those boundaries before the workflow is built.
What should we bring to a workflow discussion?
Choose one task. Bring an example job, the forms or spreadsheets involved, the people who handle it and the point where progress usually stops. Describe a useful outcome, such as keeping an approval and its supporting evidence in the same record.