Automation · Starting points
Internal betaStart where the work already waits.
Twenty-nine operations across People, Materials, AlphaCore, Projects and Finance can wait on a workflow. Pick one and the canvas starts prefilled.
- 29 operations across 5 modules
- An operation waits until its workflow decides
- Start from a module usage, prefilled
How it plugs in
Press approve, the workflow decides.
When an operation is put behind a workflow, pressing it starts a run; the record waits, and moves on once the workflow's approvals are done.
- PeopleLeave request
- PeopleLeave decision
- PeopleComp-off decision
- PeopleTransfer start
- PeopleTransfer decision
- PeopleOffboarding start
- PeopleSeparation decision
- PeopleRehire decision
- PeopleAttendance regularisation
- PeopleGrievance
- PeopleDisciplinary case
- PeopleBlock an employee
- PeopleBlocklist revoke
- PeopleEmployee document review
- MaterialsApprove requisition
- MaterialsRelease RFQ
- MaterialsApprove purchase order
- MaterialsPost goods receipt
- MaterialsResolve rejected stock
- MaterialsApprove vendor bill
- AlphaCoreContract stage change
- AlphaCoreActivate contract
- AlphaCoreAmend contract
- AlphaCoreClose obligation
- AlphaCoreContract document review
- ProjectsPublish plan
- ProjectsApprove budget
- ProjectsCreate resource role
- FinancePost journal
A head start
Pick the operation, get a first draft.
Start a workflow from a module's usage — People's leave approval, say — and the canvas opens with its steps in place, ready to change.
The rest of Automation
Where to go next.
- OverviewDraw a workflow; it runs inside Fyboard.
- BuilderSteps, conditions, joins; validate and test.
- AnalyticsRuns, success, time — and every run's timeline.
- Deadlines & escalationApproval timeouts, escalation, delays.
- Webhooks & APISigned webhooks in, HTTP calls out.
- Use casesLeave, purchase orders, contracts, budgets.
- PricingPlans from billing's catalogue.
Questions
Asked and answered.
Is Automation available now?
It's on internal beta, by invitation. Workflows run inside Fyboard modules — 29 operations across People, Materials, AlphaCore, Projects and Finance can wait on one; Materials, Projects and Finance themselves are still in the pipeline.
Is there a template gallery?
Not yet. Starting points today are the module operations and their prefilled drafts.
Which operations can wait on a workflow?
Fourteen in People (leave, transfers, separation, rehire, grievances and more), six in Materials (requisitions, RFQs, purchase orders, receipts, vendor bills), five in AlphaCore, three in Projects and one in Finance.
Automation
Put an approval behind it.
Choose the operation your team already asks about, and draw who decides.