Asset and inventory tracking
For stores and operations teams coordinating equipment, reusable assets and stock across locations.
- Input → record → next step
- A receipt, site message or register photo becomes a structured record, matched to the purchase order and site stock. Good and damaged quantities stay visible; a mismatch is flagged to an owner.
- Human review
- In the illustrative cylinder workflow, the stores manager approves the damage claim before the record is closed and the site is notified.
- Before connecting systems
- Start by mapping asset identifiers, locations, stock records, purchase orders and who owns each approval. Existing-system access and data quality determine the integration scope.
Discuss this workflow →Project and field coordination
For office and field teams coordinating milestones, procurement, installation and maintenance.
- Input → record → next step
- Site updates and requests are linked to the work record so teams can see status, ownership and the next handoff across office and field.
- Human review
- Stable handoffs can be automated; exceptions go to a named owner, with review points for decisions that need a person.
- Before connecting systems
- Map the milestones, site records, existing tools and handoff owners before choosing the first bottleneck to address.
Discuss this workflow →Procurement and approvals
For teams whose requests stall between the requester, purchasing and an approver.
- Input → record → next step
- A request becomes a structured record, routes to the responsible approver and carries a visible status and next step. Exceptions remain visible rather than disappearing into messages.
- Human review
- People retain the approvals that matter; automation follows defined rules and routes exceptions to the owner.
- Before connecting systems
- Agree the request fields, approval rules, responsible people and source records before connecting existing software.
Discuss this workflow →Dispatch and distribution
For distribution teams coordinating orders, inventory, dispatch and returns.
- Input → record → next step
- Order and stock records are linked across dispatch and return handoffs, making the movement and outstanding work traceable.
- Human review
- Counts or records that do not match need a person; agents work within set limits and log what they do.
- Before connecting systems
- Map order identifiers, stock and dispatch records, return handling and the owners of exceptions before defining an integration.
Discuss this workflow →