Workflow Automator
Overview
The Workflow Automator skill provides comprehensive capabilities for automating operational workflows. It supports task sequencing, approval routing, notification automation, exception handling, and audit trail generation.
Capabilities
- Workflow design
- Task sequencing
- Approval routing configuration
- Notification automation
- Exception handling rules
- Escalation pathways
- Audit trail generation
- Integration with operational systems
Used By Processes
- LEAN-005: Standard Work Documentation
- QMS-001: ISO 9001 Implementation
- CI-001: Operational Excellence Program Design
Tools and Libraries
- Workflow platforms
- RPA tools
- Business process management systems
- Integration APIs
Usage
skill: workflow-automator
inputs:
workflow_name: "Engineering Change Request"
trigger:
type: "form_submission"
source: "ecr_form"
steps:
- name: "Initial Review"
assignee_role: "Engineering Manager"
action: "approve_reject"
sla: 2 # business days
- name: "Impact Assessment"
assignee_role: "Cross-functional Team"
action: "complete_assessment"
sla: 5
- name: "Final Approval"
assignee_role: "Director"
action: "approve_reject"
sla: 2
notifications:
- event: "assignment"
recipient: "assignee"
method: ["email", "slack"]
- event: "sla_warning"
recipient: "assignee_manager"
method: ["email"]
escalation:
- threshold: "sla_breach"
action: "notify_director"
outputs:
- workflow_definition
- notification_templates
- escalation_rules
- audit_configuration
- integration_specs
Workflow Components
Triggers
| Type | Description | Example | |------|-------------|---------| | Form submission | User completes form | ECR request | | Schedule | Time-based | Daily report | | Event | System event | Order received | | Condition | Data condition | Inventory low |
Actions
| Type | Description | Example | |------|-------------|---------| | Approval | Yes/No decision | Manager approval | | Task | Work to complete | Update document | | Notification | Send message | Alert stakeholder | | Integration | System action | Update ERP |
Routing Rules
| Type | Description | Use Case | |------|-------------|----------| | Sequential | One after another | Approval chain | | Parallel | Multiple simultaneous | Concurrent reviews | | Conditional | Based on data | Amount threshold | | Dynamic | Based on rules | Skill-based |
Exception Handling
exceptions:
- condition: "assignee_unavailable"
action: "reassign_to_backup"
- condition: "sla_breach"
action: "escalate_to_manager"
- condition: "rejection"
action: "return_to_initiator"
- condition: "system_error"
action: "notify_admin_and_retry"
SLA Management
| Stage | SLA | Warning | Escalation | |-------|-----|---------|------------| | Initial Review | 2 days | 1.5 days | 2.5 days | | Assessment | 5 days | 4 days | 6 days | | Approval | 2 days | 1.5 days | 2.5 days |
Audit Trail Requirements
- Who performed action
- When action occurred
- What was the action
- Previous state
- New state
- Supporting documentation
Integration Points
- Document management systems
- ERP systems
- Email/messaging platforms
- Identity management