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

Actions

Routing Rules

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

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