Workflows allow you to automate repetitive actions across your organization by defining rules that trigger automatically when specific events occur.

For example, you can automatically create an issue when a procedure step fails, generate a purchase request when part inventory drops below a threshold, or spin up a task whenever a new risk is logged.

Each workflow is made up of three components:

All configuration is done directly in the UI with no code required. This reduces manual overhead, ensures nothing falls through the cracks, and keeps your team focused on execution instead of administrative follow-up.

To configure workflows, navigate to:

Settings > Workflows

The Workflows page displays all existing rules in a table view, including:

You can sort the table by Workflow Name, Executions, or Last Triggered using the column headers.

The top toolbar also includes:

Click Add in the upper right corner to open the workflow builder.

At the top of the modal, enter a Workflow Name and optional Description to clearly define its purpose.

The builder is structured into three sections:

The Trigger defines what entity and which event will start the workflow.

Choose one of the following entities:

Once selected, the available events will dynamically update based on the entity.

The event options vary by entity:

Issue

Task

Risk

Step

Part

For example:

This dynamic behavior ensures you only see relevant automation triggers for the selected object type.

Conditions allow you to narrow when the workflow runs. If no conditions are set, the rule will always run when the trigger event occurs.

Condition options depend on the selected entity.

You can filter by:

This allows workflows to apply only within specific projects.

You can filter by:

This is particularly useful for targeting only certain procedures without duplicating rules.

You can filter by:

For example, you may only want to generate purchase requests for parts marked as Buy when inventory drops below a threshold.

The Action determines what the workflow will automatically create or execute when triggered.

Available actions depend on the entity and event selected.

Select the appropriate Action Type from the dropdown to complete configuration.

Once configured, click Save Workflow.

After saving, the workflow appears in the Workflows table.

Each workflow has a Status indicator:

You can toggle execution directly from the Action column by clicking the play or pause icon.

A confirmation message appears when a rule is activated or deactivated.

The table displays:

This provides quick visibility into how active and effective your automation rules are.

Click the three-dot menu at the end of a workflow row to:

Archived workflows can be filtered using the Filters control.

Select one or more workflows using the checkboxes on the left to enable bulk controls:

This is useful for pausing multiple rules during maintenance or activating several at once.

Use the Search bar to locate workflows by name.

Click Filters to filter by status:

This is especially helpful as your automation library grows.

From the three-dot menu in the upper-right corner of the table, select:

Export Table as CSV

This allows you to export the entire workflow table for reporting, audits, or documentation purposes.

Workflows provide a flexible, no-code automation framework that scales with your organization. By thoughtfully combining triggers, conditions, and actions, you can eliminate repetitive coordination tasks and ensure critical follow-ups happen automatically and consistently.