Source: [Workflow automation](https://treenodes.com/services/workflow-automation/)

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TREENODES SERVICES

# Workflow automation

We help connect repeated work across people, applications and data. Automation starts with understanding the process, deciding which steps can run automatically and keeping responsibility clear when something needs attention.

[Discuss your workflow](https://treenodes.com/contact/?start=workflow-automation)

![TreeNodes automation service: a trigger follows defined rules, with an exception route for review.](https://treenodes.com/social/service-workflow-automation.png?v=44352f55887f)

THE WORK

## What the engagement can include

We agree the deliverables around your system, priorities and scope.

### An agreed workflow

Triggers, inputs, business rules, approval points and the conditions that should stop or redirect the work.

### Connected steps

The required application logic, integrations and data handoffs for the chosen process.

### Exception handling

Visible status, review routes and recovery behaviour, with clear operational ownership.

WHEN TO START

## A useful fit when…

-   People repeatedly copy information between applications or spreadsheets.
-   Requests, documents or approvals need to move through several steps.
-   An automated process needs a clearer route for missing information, failures or human review.

THE APPROACH

## How we work through it

1.  Map the repeated task and its real exceptions before choosing what to automate.
2.  Design and implement the integrations, rules and human checkpoints.
3.  Test realistic cases and agree how the workflow will be monitored, supported and improved.

[See engagement options and working arrangements](https://treenodes.com/services/working-together/)

PROJECT EXPERIENCE

## See the work in practice

### [FileTRX](https://treenodes.com/case-studies/filetrx/)

Analysis, architecture, software implementation and ongoing technical support.

EXAMPLES AND GUIDANCE

## Explore the work in more detail

-   [FileTRX: structured collection and follow-up](https://treenodes.com/products/filetrx/)
-   [Why the exception path matters](https://treenodes.com/articles/the-exception-path-is-the-real-workflow/)

LET’S TALK

## What would you like to build or improve?

Tell us about the system, the people using it and what needs to change. We usually reply within two working days with a practical next step.

[Discuss your workflow](https://treenodes.com/contact/?start=workflow-automation)