Manage & Collaborate
Workflow Automations
Trigger actions on events automatically
Estimated savings: 12.3 min/cycle, +5% PCE
Estimated savings: 4.1 min/cycle, +2% PCE
Estimated savings: 1.8 min/cycle, +1% PCE
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.
Why Workflow Automations?
Three reasons teams choose this tool
Set It and Forget It
Event-driven rules handle notifications, task creation, and metric updates automatically. Zero manual overhead.
Consistent Governance
Automated rules ensure nothing falls through the cracks. Threshold breaches trigger alerts instantly.
Proactive Management
Know about problems before they escalate. Automations watch your metrics so you do not have to.
How It Works
Get started in four steps
Choose a Trigger
Select from events like map created, metric threshold breached, or action overdue.
Define Conditions
Add AND/OR logic to target specific maps, teams, or metric values.
Set the Action
Choose to notify, create a task, update a metric, send an email, or hit a webhook.
Activate
Test mode lets you preview the automation. When ready, activate and it runs automatically.
Applications
Real-world use cases
Auto-notify a manager when a process PCE drops below target
Create an improvement task automatically when waste is detected
Send a weekly summary of improvement board progress to stakeholders
Trigger an external system update when a map is finalised
Capabilities
Everything included
Preview
See it in action
Analytics Dashboard
Value Stream Map
Current StateTemplate Library
Integration Marketplace
23 connectorsMonte Carlo Simulation
Team Workspace
Desktop Recording — 04:23
| Time | App | Action | Duration | Type |
|---|---|---|---|---|
| 0:00 | SAP | Open purchase order | 0:12 | VA |
| 0:12 | Excel | Update pricing sheet | 1:33 | VA |
| 1:45 | idle | Waiting for approval | 1:35 | NVA |
| 3:20 | Outlook | Send confirmation email | 0:45 | VA |
Smart Suggestions
The approval step at position 3 has a cycle time of 12.3 min with 67% wait time. Automating with rule-based approval could eliminate 80% of the wait.
Two consecutive inspection steps could be merged into a single quality gate, reducing handoff waste and duplicate setup time.
AI Analysis
CompleteReady to try Workflow Automations?
Available on the Pro plan and above. Start with a free account and upgrade when you are ready.