Recurring processes run themselves
Model approvals, onboardings and escalations visually once - WORKSPACE.PM then runs them automatically, reminds you of deadlines and shows you where every case stands at any time.
Trigger · request submitted
The same steps, every single week
Processes that always run the same way still cost manual work every time - and nobody sees where they stall.
The same steps, done by hand
Every approval, every onboarding, every status update runs manually - the same emails, the same reminders, over and over.
Approvals get lost in inboxes
Requests sit around, nobody knows who is next in line, and without chasing, simply nothing happens.
Processes live in heads and spreadsheets
Exactly how a case runs is only known to whoever has done it before - not traceable, not handover-ready.
No view of cycle times
Where things stall, which step slows everything down, how long it takes - there are no numbers, only gut feeling.
From idea to a running process
Four steps - then the process runs without you.
Model
Draw the process visually - from a ready-made template or a blank canvas.
Trigger
Start it manually with a click, or automatically on an event.
Run
Tasks, approvals and system actions run one after another.
Measure
The dashboard shows cycle times, SLA compliance and bottlenecks.
Visual process editor
Model processes like a BPMN diagram
Drag start, tasks, approvals, gateways and system actions onto the canvas and connect them into a flow - clear for business and IT alike.
- 12 node types: start/end, user task, approval, system task, gateway XOR & AND, condition, timer, comment, swimlane and zone
- Undo/redo and validation that flags errors without blocking your save
- Save as a template - common flows don't start from a blank canvas
Palette
Assigned
M. Berg · approver
Tasks & approvals
Every step has an owner and a deadline
Assign tasks and approvals to a person, group or role, set deadlines in hours or days, and have decisions documented in a structured way - instead of free text in an inbox.
- Deadline in business days, calendar days or hours - with a reminder before it expires and escalation to someone else afterwards
- Custom form fields as real required fields, mandatory comment on rejection or approval
- Who may decide is checked server-side - including group and role membership
Automation actions
Six actions that run without any input
A system task completes a step fully automatically - from a notification to a finished PDF, without anyone stepping in.
- Notify, change status, create task, update field, trigger webhook or generate PDF
- Change status for a project, risk, idea, kanban card or demand - each with its own status value set
- Placeholders from the process context are inserted into text automatically
Notification
to a person or group
Change status
Project · Risk · Idea · Card
Create task
with assignee & deadline
Update field
set a value automatically
Trigger webhook
call an external system
Generate PDF
document from a template
Event
Risk escalated
Condition
Severity = high
Escalation workflow
More events
Event triggers
The process starts the moment something happens
Link an event such as “risk escalated” or “project archived” to a workflow - it starts automatically, with no manual push.
- Condition filters of field, operator and value start the workflow only when it truly matches
- The automatic start runs under a system principal - traceable and independent of the person who triggered it
- Or the classic way: start the process directly from the workflow list with a click
Traceable & controllable
Every case as a timeline - not just a status value
The instance detail page shows every step with its owner and timestamp. Participants see the history, administrators keep control.
- Step timeline and process diagram for every running and completed case
- Cancel running processes or reassign a waiting step to someone else
- Version history with changelog - every process change stays documented
Started
System·done
Approval granted
M. Berg·done
Account created
System task·done
Welcome PDF
System task·running
Completion
-·open
12
94%
7
2.4 d
Process status
Biggest bottleneck
Step “legal review”
Process cockpit
Process performance at a glance - for the whole PMO
The workflow dashboard bundles all processes: SLA compliance, cycle times, bottlenecks and escalations - without clicking through individual instances.
- Ten widgets: active workflows, SLA compliance, open approvals, completion rate, heatmap, trend, cycle times, bottlenecks, escalations and status distribution
- Filter by period and workflow type
- Show and hide widgets via drag & drop - every PMO sees exactly what it needs
Automation that never becomes a burden
No heavyweight approval ritual, no blank page, no silent expiry.
No approval gate
A workflow is startable from the first second and stays editable at all times. No draft, approval or archive status blocks you.
Templates instead of a blank canvas
Approvals, escalations and other classics start from a ready-made system template that you only adjust.
It reminds and escalates on its own
Deadlines, reminders and escalation paths are part of the process - nothing quietly expires in an inbox.
Automate the routine, leave the thinking to the AI assistant
Workflows handle the recurring steps deterministically and traceably. Where it's about researching, summarizing and deciding, the WORKSPACE AI assistant takes over with real tool access.
Common questions about automation
What PMOs and administrators want to know before rolling it out.
No. The editor is a drag-and-drop tool - you drag nodes onto the canvas and connect them. To get started there are ready-made system templates that you only adjust. BPMN knowledge helps, but it isn't a prerequisite.
You simply keep editing the workflow - there's no approval gate slowing you down. You can record each change as a numbered version with a changelog, so it stays clear who changed what and when.
Yes. A system task can trigger a webhook and thereby call an external system. Conversely, a workflow starts automatically as soon as an event happens in WORKSPACE.PM - for example when a risk escalates or a project is archived.
Creating and editing sits with administration. Who may decide an individual step is calculated server-side - including group and role membership. Participants can see the history of their cases even without administration rights.
Yes. The workflow dashboard shows SLA compliance, cycle times, bottlenecks and escalations across all processes - with filters by period and workflow type.
Automate your first process today
Try WORKSPACE.PM free for 30 days - with ready-made workflow templates to get started right away.