WORKFLOW AUTOMATIONS
We enable consistent project delivery by automating the sequence of tasks, assigning responsibilities, and ensuring every stage moves automatically from one team member to the next, with no manual chasing required.
Transform Your Project Delivery Process
A structured approach to project management, workflow automation defines the exact task sequence for each project type, auto-assigns each step to the right team member, and triggers the next stage the moment the previous one is marked complete.
Replace ad-hoc task coordination with a repeatable system. Every project type gets its own workflow template, so teams deliver to the same standard every time, regardless of who is managing the project.
HOW TO GET STARTED
Follow these simple steps to create and manage your automated workflows
Define Your Workflow
Start by outlining the sequence of tasks for your project type. Identify each step, from initial setup to final completion, and determine the order in which tasks should be completed.
Assign Tasks & Responsibilities
Assign each task to the appropriate team member or department. Set up automatic notifications so the next person in the workflow knows when their task is ready to begin.
Set Up Triggers & Dependencies
Configure trigger tasks for parallel workflows or complex dependencies. Define conditions that automatically launch follow-up tasks when previous steps are completed.
Monitor & Optimise
Use Kanban boards to monitor workflow progress in real-time. Identify bottlenecks, adjust task assignments, and refine your workflows based on actual project performance.
Pro Tips for Success
Start Simple
Begin with a basic workflow and add complexity as your team becomes more comfortable with automation.
Use Templates
Leverage pre-built workflow templates for common project types to save setup time.
Review Regularly
Monitor your workflows regularly and adjust based on team feedback and project outcomes.
Integrate Forms
Attach digital forms to workflow tasks to capture consistent data at each stage.
Automated Workflows
Bring structure and consistency to complex projects with fully automated workflows. Standardise your delivery process by defining the exact sequence of tasks required for each project type.
When one step is marked complete, the next task is instantly triggered and assigned to the right person — ensuring nothing falls through the cracks. Automate repetitive processes, reduce manual task management, and improve visibility and accountability across your entire team.
- Automate repetitive processes
- Reduce manual task management
- Improve visibility and accountability
- Deliver projects faster and more efficiently
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Kanban Boards
Gain full visibility of your active workflows using intuitive Kanban boards. Sort and filter tasks by project, department, or workflow stage to spot bottlenecks before they cause delays.
Kanban boards and buckets give managers and team leaders a real-time snapshot of every active workflow — perfect for busy, multi-project environments. Manage multiple projects in one view, assign and prioritise tasks by department, and keep teams aligned on project status.
- Manage multiple projects in one view
- Assign and prioritise tasks by department
- Identify workflow issues instantly
- Keep teams aligned on project status
Trigger Tasks
Not every project follows a straight line. Some require multiple tasks to run simultaneously.
With Trigger Tasks, you can define custom dependencies that launch several follow-up tasks at once, enabling parallel progress within your workflow sequence. This flexibility helps you manage complex projects more dynamically, whether you're coordinating multiple installers, managing concurrent site activities, or balancing cross-departmental handovers.
- Define custom dependencies
- Launch multiple follow-up tasks at once
- Enable parallel progress within workflows
- Manage complex projects dynamically
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Task Instructions
Provide clear, step-by-step instructions for each task in your workflow. Ensure team members have all the information they need to complete their work correctly and efficiently.
Attach detailed instructions to any workflow task, including checklists, procedures, safety requirements, and quality standards. These instructions are always accessible to assigned team members, reducing errors and ensuring consistent delivery across all projects.
- Step-by-step task instructions
- Attach checklists and procedures
- Include safety requirements and quality standards
- Always accessible to assigned team members
Site Survey
- Review project brief and requirements
- Visit site with SiteSurvey app
- Capture AR floorplans and elevations
- Take detailed photos of all areas
- Document measurements and notes
- Identify access points and constraints
- Complete site survey form in app
Site Inspection Form
Attached to: Site Survey task
Digital Forms
Create project flow forms that keep your data organised and accessible. Using a drag-and-drop form builder, you can design task-specific forms to capture key information — from client approvals to site inspection details.
Customise forms to match your workflow, generate external URLs for customers or suppliers, and collect consistent data directly into the workflow. Reduce admin time and eliminate email back-and-forth by streamlining your data collection process.
- Customise forms to match your workflow
- Generate external URLs for customers or suppliers
- Collect consistent data directly into the workflow
- Reduce admin time and eliminate email back-and-forth
DESIGN YOUR PERFECT WORKFLOW
Use our interactive configurator to build your ideal workflow setup in minutes. Select your project type, team size, and requirements to see tailored automation recommendations — from task sequencing to form creation and reporting.
| Challenge | Manual coordination | SiteSurvey Workflows |
|---|---|---|
| Task handover | Relies on emails or calls between team members | Next task auto-assigns the moment the previous step is marked complete |
| Missed steps | Common when team members are busy or change roles | Every step is defined in the template — none can be skipped |
| Project visibility | Manager must chase team members for status updates | Kanban boards show every active workflow in real time |
| Parallel tasks | Manually coordinated, often delayed | Trigger Tasks launch multiple tasks simultaneously from one completion event |
| Task instructions | Stored separately in documents or team memory | Attached to each task and visible on mobile when the task is active |
| Delivery consistency | Varies depending on who is managing the project | Same workflow template applies every time the project type runs |