Home / Trigger new data Trigger new data
Something happens.The right work starts. A customer sends an inquiry. An invoice arrives. An order is confirmed. A trigger is the event that starts your workflow, so your team has a clear next step without repeatedly checking every inbox and spreadsheet.
ILLUSTRATIVE STEP 01 A customer inquiry arrives
STEP 02 Check the required details
STEP 03 Assign the right person
STEP 04 Notify them and track the next step
Everyday business, connected
Start with a situation you know. Choose an example to see what starts the workflow, what it can do next, and where your team makes the decisions.
Customer inquiries Invoices & documents New orders Low stock Scheduled follow-ups Workshop files Sales & service teams
A customer asks for a quote. What starts it
A new inquiry is submitted through your website form.
Information received: Contact details, requested service and the customer’s message.
What happens next 01 Check that the required details are present and recognize a repeated submission.
02 Create one inquiry record and assign the person responsible for the requested service.
03 Acknowledge receipt and put a follow-up task in the team’s work list.
The inquiry has an owner, a visible status and a next action without manually copying the form into another tool.
Your team clarifies missing details and decides the scope and price before a quotation is sent.
What we could measure: Time from receipt to the first meaningful response.
Discuss this type of workflow Office & bookkeeping teams
An invoice lands in your inbox. What starts it
An invoice PDF arrives in a designated inbox or shared folder.
Information received: The original document and its available supplier, reference, date and amount fields.
What happens next 01 Keep the original file with a traceable reference.
02 Extract agreed fields and flag missing values or possible duplicate invoices.
03 Prepare a structured draft for the bookkeeping team to review.
Useful invoice information is ready beside its source document, reducing repeated retyping.
A person checks uncertain fields and approves the accounting entry. Payment approval remains a separate decision.
What we could measure: Manual preparation time and corrections needed per document.
Discuss this type of workflow Retail & order fulfillment
An order is ready to fulfill. What starts it
An order reaches the agreed confirmed status in your sales system.
Information received: Order reference, items, quantities and delivery details.
What happens next 01 Check the order status and the required delivery information.
02 Check availability in the agreed stock source and prepare a fulfillment task.
03 Notify the responsible team and share the order’s progress between connected tools.
The team gets an actionable order with consistent details and a shared status.
Missing addresses, stock conflicts and special requests go to a person before shipment is confirmed.
What we could measure: Manual entries and handoffs needed to prepare an order.
Discuss this type of workflow Stock & purchasing teams
An item needs restocking. What starts it
A scheduled stock check finds an item below its agreed minimum.
Information received: Product code, available quantity, minimum level and open restock requests.
What happens next 01 Read quantities from the agreed stock record.
02 Check the threshold and whether a restock request already exists.
03 Prepare a purchase request and notify the responsible buyer.
A clear replenishment list replaces repeated manual checks and duplicate reminders.
Your buyer confirms the supplier, quantity and cost before an order is placed.
What we could measure: Time spent checking stock and responding to low-stock items.
Discuss this type of workflow Sales & customer support
It is time to follow up. What starts it
An agreed weekday check runs at 09:00 in your business time zone.
Information received: Open inquiries, last-response dates and assigned owners.
What happens next 01 Find inquiries that still need a response under your agreed rules.
02 Exclude closed items and those already answered or recently reminded.
03 Prepare a follow-up list and send each owner an internal reminder.
Your team starts the day knowing which conversations need attention.
The owner checks the conversation and decides the appropriate customer message.
What we could measure: Unanswered inquiries and time spent preparing the follow-up list.
Discuss this type of workflow Automotive workshops
A customer uploads a job file. What starts it
A file arrives through your workshop’s agreed intake form.
Information received: Job reference, customer details, vehicle information and the original file.
What happens next 01 Check the job reference and required intake details.
02 Preserve the original file and organize it under the correct job with an agreed naming rule.
03 Update the job queue and notify the technician that the file is ready for review.
Files, customer details and job status stay together instead of being scattered across messages.
The technician checks suitability and performs the technical work. This intake workflow does not modify ECU files or approve their delivery.
What we could measure: Time from file receipt to a complete job ready for review.
Discuss this type of workflow The idea behind a trigger
A starting signal for your process. “New data” includes something arriving, something changing, or a scheduled check finding work to do. The trigger starts the process; your agreed rules decide what happens next.
Something arrives A form submission, email, uploaded document or new record provides information your team needs to handle.
Something changes An order becomes confirmed, a job changes status, or stock falls below an agreed level. Start work when the relevant condition is met.
It is time to check At an agreed time, check for unanswered inquiries, upcoming appointments or records that need attention.
A trigger does not require AI. Many workflows use straightforward rules. AI can help later when a task involves understanding text or extracting information from documents.
From an example to your workflow
Agree the first step. Define the next ones. We start with one recurring task and the tools you already use. Together we define the starting event, expected result and responsible person, then test the workflow with representative examples.
Try the request-to-resolution demo Your next workflow
What should start your next workflow? Tell us what arrives, where it arrives, and what your team usually does next. We can use that everyday task to define a focused first project.
Discuss your workflow