BetterWrk Automate
BetterWrk Automate runs the work that crosses departments.
Almost no operational pain lives inside one team. It lives in the handoffs between them. Automate runs those sequences with named owners, real exceptions and escalation that happens before a customer notices.
Core use cases
What teams achieve with it.
Onboard a customer
Signature opens the sequence: account setup, delivery lead, kickoff, access, first milestone. One owner per step, visible to everyone.
Onboard an employee
Equipment, access, policies, training and manager tasks run as a single tracked sequence rather than six emails.
Run delivery
Milestones, dependencies and completion evidence, feeding straight into billing rather than into a status meeting.
Handle exceptions properly
Every sequence has a defined exception path. The unusual case gets an owner instead of falling into a shared inbox.
Bridge to systems you keep
Work that has to touch an external system is carried there and brought back, with the same tracking as everything else.
Replace the load-bearing spreadsheet
The one that four departments depend on and one person maintains. Usually the highest-value thing a Trail Map finds.
Not a workflow builder
You do not have to design this yourself.
Automate is not a canvas handed to your operations team with a tutorial. The sequences your business needs are built as part of launch, from the evidence in your Trail Map, by BetterWrk.
Your team owns the decisions — who approves what, how long a step may sit, what counts as an exception. It does not own the maintenance burden of a workflow platform, and it is not the reason a sequence broke.
- Listens to
- Events from every application in the suite: signature, employee change, invoice, delivery milestone.
- Acts on
- Records in CRM, Sign, People, Payroll and Finance, under the same permission model as a human user.
- Reaches out to
- The systems you are keeping, through connectors BetterWrk builds and maintains.
- Assigns to
- Named people, derived from role and entity rather than from a hard-coded list that goes stale.
- Escalates by
- Age, value or exception type, to an owner who exists rather than a mailbox that does not.
- Feeds ProcessScout
- Step-level timing and exception rates — the raw material for finding friction.
Adaptation
What ProcessScout changes here.
Automate is where ProcessScout findings most often land, because a bad handoff is usually a sequence problem rather than an application problem.
- Steps removed because they were checking something the system now guarantees
- Assignment rules changed when a shared mailbox turns out to mean nobody
- Escalation timings tuned to what actually causes a customer to notice
- New sequences built where work is currently held together by email
ProcessScoutIllustrative
Step 3 of customer onboarding waits a median of 2.1 days. In 80% of cases the credit check was unnecessary because the customer already has an active account in good standing.
Proposed: skip the check for existing customers below the exposure threshold.
Enterprise controls
What your risk team will ask about.
- Permissions. Automated steps act under a defined identity with explicit, auditable scope.
- Audit. Every sequence run recorded: what fired, what it did, who approved, what failed.
- Approvals. Steps with commercial or regulatory consequence require a human decision by design.
- Change control. A change to a live sequence is a governed release like any other, with a feature gate.
- Failure handling. A failed step raises an owned exception rather than silently stopping.
Fit examples
How a requirement gets answered.
- Native
- Sequences, ownership, exceptions, escalation, audit and cross-application actions.
- Configured
- Your specific sequences, assignment rules, thresholds and escalation timings.
- Integrated
- Any system you are keeping that a sequence needs to read from or write to.
- Built
- An operational pattern unique to your business — a dispatch, panel or multi-party approval model.
Find the handoff that keeps costing you.
A Trail Map documents the sequence as it really runs, including the steps that exist only because two systems could not talk to each other.