Manage & Collaborate

Workflow Automations

Trigger actions on events automatically

Overview

Workflow Automations removes manual busywork from your improvement process. Set up rules that trigger automatically when events happen — a new map is created, a metric breaches a threshold, an improvement action is overdue, or a team member completes a recording. Actions include sending notifications, creating improvement tasks, updating custom metrics, or hitting external webhooks. Build once, and let the system keep your process governance running.

Capabilities

Key Features

Event-driven triggers: map created, metric threshold, action overdue, and more
Action library: notify, create task, update metric, webhook, email
Conditional logic with AND/OR rules for precise targeting
Scheduled automations (daily, weekly, monthly) for recurring tasks
Automation activity log with full execution history
Test mode to preview automation behaviour before activating

Applications

Use Cases

1

Auto-notify a manager when a process PCE drops below target

2

Create an improvement task automatically when waste is detected

3

Send a weekly summary of improvement board progress to stakeholders

4

Trigger an external system update when a map is finalised

Availability

Plan Access

Free
Starter
Pro
Team

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Try Workflow Automations

Available on the Pro plan and above. Start with a free account and upgrade when you are ready.