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