workflow-automator

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