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Workflows

Set up the routine. Get on with your work.

Automations built from triggers, conditions and actions

A workflow starts when an event happens, checks the conditions you set, and carries out a series of actions. Send an invoice after an order is confirmed, email a customer when payment arrives, or create and assign a follow-up task when a colleague completes their work. Each run follows your rules, so routine work happens consistently without someone handling every step.

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Define each step of a recurring process

A workflow defines what starts a process, what information it checks and what happens next. This maintenance example checks stock after a service request, orders missing parts, waits for delivery and prepares the technician’s work order.

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The starting event

A new service request starts the workflow and checks the equipment and stock.

Actions determined by conditions

If a required part is missing, the workflow creates a purchase request.

Wait for the next event

Pause until the parts arrive, then continue with the next step.

Create the document your team needs

Generate a work order with the instructions the technician needs for the intervention.

See what each automation did

Execution history shows the steps a workflow followed, the information it used and what it created. Completed runs, steps waiting for an event and failures are visible together, so your team can identify what needs attention.

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Processing and waiting time

Step durations distinguish processing time from the wait for parts to arrive.

Review the purchase it created

Open the purchase request to check items, prices, and delivery status.

Understand why a condition was met

Check the stock levels that led the workflow to request more parts.

See the work added to your schedule

Find the scheduled intervention and the technician assigned to carry it out.

Monitor your workflows together

Run statuses distinguish completed workflows, waiting steps and failures needing attention.

Follow the records created by a workflow

Find the request, purchase, delivery, and work order from the same workflow run.

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Include approval steps when a decision needs a person

Routine steps can run automatically while decisions wait for a person. For example, a purchase above your chosen amount can require a manager’s approval before the workflow continues.

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Review the amount before approving

Check the purchase total and item costs before making an approval decision.

The person responsible for approval

Find the person responsible for approval and the time left to respond.

How teams automate recurring work

Use the same process each time, with clear steps and a visible record of what happened.

“When a service request comes in, the workflow checks our stock and creates a purchase request if a part is missing. Those steps used to depend on someone remembering to do them. Now the same checks happen for every request.”

MM
Maintenance manager
Industrial services company

“Once the parts arrive, the workflow prepares the work order for the technician. If an intervention is waiting, I can open the run and see exactly what is missing before I change the schedule.”

WP
Workshop planner
Equipment maintenance
Set up the process once, then run it whenever needed
Automate customer follow-ups and internal handovers with triggers, conditions, and actions.
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CRMManage contacts, customer relationships, and sales opportunities in one place.ExploreProjectsPlan projects, assign tasks and follow progress, time and costs.ExploreDocumentsCreate, edit, and organize your business documents.Explore

Questions about Workflows

A workflow can start when a business event occurs, such as a form submission, a received payment, or a task changing status. You choose the trigger, then define the conditions and actions that follow. For example, wait two days after a form submission before sending a follow-up email.

Automation tools that follow your working methods.

In a 30-minute demo, review your recurring tasks, triggers and approval points, then see how to translate your process into Eno workflows.

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  1. Workflow Lab
  2. /
  3. Prepare a maintenance intervention
Draft

Maintenance tasks

Service requestSR-2026-0142 · Compressor CP-08
100%
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SR-2026-0142
RunningCompleted
Request receivedSR-2026-0142 · Compressor CP-08Service requests
Read equipment recordModel, site and service historyEquipment
Required parts available?Check stock for compressor CP-08Spare parts

Work order ready for compressor CP-08

SR-2026-0142
Service request
WO-2026-0318
Work order
Parts missing
SR-2026-0142
Open
Part
Seal kit
Stock
0 on hand
Creates
PR-2026-0091
REC-2026-0077
Receipt
Complete
  • Seal kit, compressor CP-081 ordered
    1 received
HydrotecMatched
Technician sheet
WO-2026-0318
Ready

Replace the seal kit and the oil filter, check the drive belt.

  • Lock out the compressor
  • Replace the seal kit
  • Run a pressure test
Seal kit
1
Oil filter
1
Drive belt
1

Evidence

  • Boiler plate (JPG)
  • Electrical board (JPG)
  • Floor plan (PDF)
Recorded
Signed on site by
M. Vanderlinden, owner
Signed on site
TechnicianReference
SR-2026-0142
Compressor CP-08
Completed
6 h 40 minRun time
Read equipment record08:02 – 08:03
1 min
Request missing parts08:03 – 08:05
2 min
Wait for parts receipt08:05 – 14:40
6 h 35 min
Create work order14:40 – 14:42
2 min
Steps4 steps
Purchase request / PR-2026-0091
Created by the run of SR-2026-0142.
Received
Seal kit, compressor CP-08€184.00
1 unit · Hydrotec
Express delivery€26.00
Hydrotec
Total€210.00
Seal kit · CP-08
0kits available
Reorder point2 kits2 below the point
012
0 on handPurchase requested
Technicians today
Atelier Meca
14:0015:0016:0017:00
Karim
CP-08
Julie
CP-03
14:40
  • Karim: CP-08, WO-2026-0318
  • Julie: CP-03, WO-2026-0312
Work orders booked2
Runs by status
September
Purchase approval
Atelier Meca
Approved
Approved total
€210.00
Seal kit
€184.00
Express delivery
€26.00
PR-2026-009115 Sep 2026
PR-2026-0091
Marc Dubois · Finance
To approve
1 h 05 min
Until the approval is due

Now

Asked 08:05Due 10:05
Remind Marc Dubois

© 2026 Eno. All rights reserved.

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