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Workflows

The routine that
never slips.

The Monday report, the invoice run, the compliance check, the renewal watch. Describe the process once and it runs on schedule or on trigger, with the same approval gates as everything else.

Blocks riding a looped track past a round dial marked with ticks
Fig. 03 · The loop
01The run

You describe it once. It runs itself.

01
MON 08:00
02
MAILBOX
03
RECORDS
04
DRAFT
05
APPROVAL
06
SENT
07
LOGGED

A workflow run, in order: Trigger: every Monday at 08:00; Read last week's mailbox; Pull the numbers from your records; Draft the report; Hold for your approval; Send it to the list; Record what the run did.

02Triggers

On a schedule, or when something happens.

CLK

On a schedule

Every Monday at eight. The first working day of the month. The last Friday of the quarter. It runs whether or not anyone remembers.

DailyWeeklyMonthly
MSG

When mail arrives

A new enquiry, a purchase order, a supplier invoice — the message itself starts the process that handles it.

Inbox trigger
EVT

When something changes

A job marked complete, a payment received, a form submitted, a date approaching — the change is the trigger.

EventThreshold
MAN

When you ask

Some processes should run when you say so. Same workflow, started by hand, with the same record of what it did.

On demand
03Described

No canvas. No boxes and arrows.

Write down what the process does the way you would explain it to a new starter, and Kaer turns it into a workflow you can inspect and change. When the process changes, you edit the description, not a diagram.

  • Plain-English description in, running process out
  • Every step visible before you turn it on
  • Change the wording; the process follows
The workflows list in Kaer — a dozen named processes, each one a sentence describing what it does
app.kaer.ai/workflows
04Gates

Automatic does not mean unattended.

A running workflow obeys the same rules as anything else Kaer does. The report files itself. The invoice waits. The page waits. If a step fails or something looks wrong, it stops and tells you rather than carrying on.

  • Approval steps inside the workflow, not bolted on after
  • Failures surface with the detail attached, not silently retried forever
  • A record of every run: what ran, what changed, who approved
The workflow hub in Kaer: twelve runs completed, one running, and one held on an approval
app.kaer.ai/workflow-runs

Automate the thing you do
every single week.

Start from a template or describe your own. Both take minutes.

Blocks riding a looped track past a round dial marked with ticks
Fig. 03 · The loop