Workflow Automation Software

Most delays are not in the work itself but in the wait between steps: a PO waiting for a signature, an indent nobody raised, a dispatch the accounts team did not hear about. DotOne moves work to the next person as soon as a step is done.

  • Approval chains
  • Alerts
  • Auto indents
  • Escalations

Work moves on its own. You approve what matters.

Demo data
PO-2087 · ₹6.4 L
  1. Raised by purchaseFrom indent IND-311
  2. Purchase headApproved 11:20
  3. Plant headWaiting 2 days
  4. Sent to vendorOn approval
Operations Agent3 approvals have waited more than 2 days. Escalation ready.
  • PO-2087Plant head
  • QT-0562 discountSales head
Review EscalateEscalated ✓
Auto indents this week
9
Raised from reorder levels
Alerts today
  1. PVC Resin Grade A below reorder levelIndent raised
  2. SO-1049 may miss dispatch dateSales
  3. Batch B-7712 failed inspectionQuality
Hand-offs waiting
FromToWaitingSO-1047 · Om IndustriesSalesStores4 hJC-0388 finishedProductionQuality1 hDC-0918 dispatchedStoresAccounts1 day ▲

From a rule to the next step

A purchase moves through the same rules every time, so no step waits on someone remembering it.

Diagram shows demo data.

Rules that keep work moving

You decide the rules. DotOne applies them every time a record is saved, so routine steps do not depend on someone remembering.

One approvals inbox

Every approver sees one list: purchase requests and orders, warehouse documents, leave, expenses, loans, payroll runs and work orders, with approvers set per module.

Alerts

Notify the right people when stock is low, an order is late or a quality check fails.

Automatic indents

When an item falls below its reorder level, a purchase indent is raised for the buying team.

Hand-offs between departments

A confirmed order can move to stores for picking, production for planning or accounts for billing.

Escalations

If an approval or task waits too long, it is escalated to the next person you have set.

Role-based routing

Tasks go to roles, not just names, so work continues when someone is on leave.

How it works in DotOne

A typical workflow is a set of small rules. Here is how a purchase moves from low stock to an approved order.

  1. 1

    Trigger

    An item falls below its reorder level.

  2. 2

    Indent

    DotOne raises a purchase indent for the buying team.

  3. 3

    Route

    The PO is prepared and sent to the approver set for that amount.

  4. 4

    Escalate

    If it is not approved in time, it goes to the next approver.

  5. 5

    Hand off

    Once approved, it goes to the vendor and stores is told what to expect.

Connected to the rest of your ERP

Ask the Operations AI Agent

Looks across departments for stuck approvals and hand-offs, and nudges the right people.

See what the agent does
YouWhich approvals have been waiting for more than two days?
YouWhich orders are stuck between sales and stores?
YouWho has the most pending tasks this week?

Frequently asked questions

What is an approval workflow?

The route a document takes before it is final: who must approve a purchase order, a leave request or a payroll run, and in what order. In DotOne, approvers are set per module and every pending approval lands in one inbox, where stuck approvals can be reassigned.

What kind of workflows can we automate?

Common ones are purchase and quotation approvals, low-stock indents, alerts on late orders or failed checks, and hand-offs from sales to stores, production and accounts.

Do we need to write code?

No. Workflows are set up as rules on documents and roles. Our onboarding team helps you set up the first ones.

What happens if an approver is away?

You can route tasks to roles and set escalations, so work moves to the next person if it waits too long.

How does this relate to AI automation?

Workflows follow fixed rules. AI agents add judgement on top, such as spotting stuck work or drafting the next step. See AI automation.

See one of your workflows automated

Bring one approval or hand-off that slows you down today, and we will set it up in DotOne during a 30-minute demo.