// Workflow and Automation

Build and automate frontline workflows.

Build workflows across scheduling, mobile work and your other business systems. The Pulse Platform brings your records, business logic and automated actions together in a visual builder.

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Failed check follow-upActive Run 214 · JOB-4803

ThenElseThenElse

Site checklist submittedForm is Site checklist

Any check failed

Request approvalApprover: Wade Brennan

Repair approved

Create a follow-up jobReplace isolator, 2 hoursCreated JOB-4871

Wade Brennan5:17 PM

Approve the repair to AST-1152?

JOB-4803 · Site checklist

Isolator can be locked off

DeclineApproveApproved · 5:18 PM

Teams using Skedulo.

//What Workflow does

One workflow across teams and systems.

A cancelled job may need a customer update, a change in your CRM and a follow-up task for dispatch. Build those actions into the same workflow, using the job data already in Skedulo.

Use the Automation Engine to define when the process runs, which conditions it checks and how each action uses the results of earlier steps.

//WORKFLOW IN PRACTICE

Approvals, exceptions, and follow-up.

A missed visit or failed check can start a configured workflow. Assign follow-up tasks and route the relevant records for review as part of the process.

Approval requests with context

Route forms for sign-off with the records needed to assess the request. The reviewer can check the details before making a decision.

ScheduleJobsActivitiesResourcesAvailability Search jobs or resources WB

Pick an approval to review it

Approve the repair to AST-1152From Failed check follow-up · JOB-4803, Quarterly site inspection · 5:17 PM

DeclineApproveApproved by Wade Brennan · 5:18 PM

Site checklist1 failed check

Gloria Benitez · Submitted 5:16 PM

Isolator can be locked off

Isolator does not latch in the off position

Photo

If you approve

Create a follow-up jobReplace isolator, 2 hoursJOB-4871, created 5:18 PM

The workflow continues

//How it works

Workflow logic and controls.

Record and event triggers

Start a workflow when a record changes, a supported event occurs or a scheduled time arrives.

Conditional logic

Create different paths for different outcomes, using record values and the results of earlier actions.

Data and variables

Use record data and action results throughout the workflow, without entering the same information at each step.

Targeted notifications

Send notifications to the people involved, with messages that include relevant details from the workflow.

Execution history

Review each run to see which actions completed and investigate failures.

Visual workflow builder

Build and adjust the process on a visual canvas, with actions and conditional branches. Explore Extend & Customize.

//Triggers

Event-driven and scheduled automation.

Respond to changes as they happen or run a process at a planned time. Triggers can use record changes, supported platform events, recurring schedules or a time relative to a record's date.

Record changes

Start when a standard or custom record is created, updated, or deleted. Filter for the object, operation, and values that matter, such as a status change or cancellation.

AutomationsCancelled job follow-upDraft VisualCode Test runRunningPublish

ThenElse

Record changeJob cancelledChoose an operationJob updatedStatus changes to Cancelled

Update the work orderWork order to Cancelled

Due within 24 hours

Tell the dispatcherTo: Mark Doherty

End

//Action catalog

Actions built for frontline operations.

Create jobs, allocate technicians, send customer messages or update a connected system. Combine actions in a workflow and use the result of one to inform the next.

Data & Records

Get records, run GraphQL queries, or create, update, and delete standard and custom records.

Work Management

Create and manage jobs, including changes to timing, resource requirements, and job locks.

Allocations & Offers

Allocate or deallocate resources, dispatch assignments, and create job or shift offers.

Scheduling & Location

Use resource and time suggestions, travel time, distance and proximity in scheduling decisions, through the available actions.

Notifications & Integration

Send SMS or push notifications, or make an HTTP request to a connected system.

Tempo & AI

Create an assigned Tempo task with the relevant work records attached.

//Automation and Tempo

Connect your workflows to Tempo.

Create a Tempo task when a workflow needs someone's attention. Include the relevant records, priority and recipient so they can investigate without reconstructing what happened.

Tasks can include job, worker, customer and other records, along with a description of the issue. Investigate-and-propose and approval-gated actions are in active development; your Skedulo team can confirm availability for your environment.

Meet Tempo

Customer stories.

86%

Increase in scheduling and dispatch efficiency

“We're able to make sound business decisions that better all parties involved...”

90%

Reduction in paper-based work

“For managers, daily dashboards give a helicopter view of what we have scheduled and...”

31%

Reduction in instructor underutilization

“Skedulo worked with us to create a customized solution that is truly plug-and-play...”

//Related Pages

Explore the Pulse Platform.

Platform

Use Cases

Products

//Frequently Asked Questions

Workflow and Automation is part of the Pulse Platform. It lets you build processes that use Skedulo records, evaluate conditions and run actions across frontline work and connected systems. Those processes can also assign follow-up tasks and route information for review.

The Automation Engine is the visual builder behind a workflow. A trigger starts the process, conditions determine the path, and actions update records, manage work, notify people, or call connected systems.

Automations can start from a record change, a time relative to a record, a recurring schedule, or a supported platform event. Current documentation includes Rules Violation events.

Built-in actions cover data and records, work management, allocations and offers, scheduling and location, notifications, integration, and Tempo. See the action reference for the available operations and required inputs.

No. People still make the decisions your process requires. Workflow can automate the routing and notifications around an approval, with the next action defined by your configuration.

An automation can create an assigned Tempo task and attach relevant work records. Approval-gated and headless agent actions are in active development; confirm availability with your Skedulo team.

Examples include responding to cancelled jobs, arranging follow-up work after an inspection, sending appointment reminders and sharing completed job details with other systems. Connections to billing or payroll use configured integrations.

Yes. HTTP actions and configured integrations connect workflows to other business systems. Each connection needs the endpoint, authentication and data required by that system. Explore Integrations & APIs.

Yes. Review execution results and available step details to understand how the automation ran.

Current beta documentation does not provide automatic action retries or execution replay. Design error handling and recovery around that limitation.

Administrators and users with the relevant permissions can view or manage automations. Test changes outside production and confirm access before activating them.

Skedulo documents the Automations feature as open beta. Your administrator or Skedulo team can confirm availability and the setup needed for your environment.

Let's look at your workflows.

Bring a process you'd like to automate. We'll explore how to build it on the Pulse Platform.

Book a Demo Explore the Pulse Platform

Build and automate frontline workflows.

One workflow across teams and systems.

Approvals, exceptions, and follow-up.

Approval requests with context

Exception follow-up

Shared job records

Automated follow-up tasks

Workflow logic and controls.

Record and event triggers

Conditional logic

Data and variables

Targeted notifications

Execution history

Visual workflow builder

Event-driven and scheduled automation.

Record changes

Time-based triggers

Recurring schedules

Platform events

Actions built for frontline operations.

Data & Records

Work Management

Allocations & Offers

Scheduling & Location

Notifications & Integration

Tempo & AI

Connect your workflows to Tempo.

Customer stories.

Explore the Pulse Platform.

Platform

Use Cases

Products

Let's look at your workflows.

One workflow across teams and systems.

Connect your workflows to Tempo.