Automation · Use cases
Internal betaThe approvals your modules already ask for.
Purchase orders in Materials, leave in People, contract activation in AlphaCore, budgets in Projects — each can wait on a workflow you draw.
- Materials: requisitions, POs, vendor bills
- People: leave, transfers, separation
- AlphaCore and Projects: contracts, budgets
Materials
A purchase order, approved by two.
Approving the order starts its workflow. Ops and Finance must both approve; a condition brings in the CFO only above ₹5,00,000; then the order is released and the vendor emailed.
01The order waits on its workflow
02Ops and Finance both approve
03Under the limit — no CFO needed
04Released, vendor told
Across modules
Leave, contracts, budgets.
01
Leave in People
Manager first, HR too when it's more than three days, then the record and an email.
02
Contracts in AlphaCore
Legal and Finance in parallel; the contract goes Active when both approve.
03
Budgets in Projects
Above a limit it goes to the portfolio lead, who can send it back with a comment.
- 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
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.
- Starting points29 module operations that wait on a workflow.
- Webhooks & APISigned webhooks in, HTTP calls out.
- 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.
Can I automate things outside these modules?
Yes — start a workflow on a schedule or from a signed webhook, and use HTTP steps to reach other systems.
Automation
Start with one approval.
The one your team chases most is the right first workflow.