Nextformby Vinícius Rodrigues

Process automation

Work flows.
The team moves forward.

Connect steps, validate information, and reduce repetitive tasks. Automation starts with the process and makes exceptions visible to the people who need to decide.

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Independent project / Requests and approvals

Materials workflow

A complete request, a clear rule, and a designated next owner.

ContextMaterials distributionReference operationMidsize businessFormatInteractive prototype

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The thinking behind the project

From context
to solution.

01 / The problem

Where work gets stuck.

Requests arrive through messages and spreadsheets. Missing information leads to more back-and-forth, and the approval path depends on who receives the request.

02 / The approach

How the project addresses it.

A form validates the input and applies a routing rule. The example lets you simulate two paths: direct picking and coordinator approval.

03 / Validation

What needs to be checked.

Check required fields, invalid quantities, rule thresholds, and exception routing.

Independent project / Distribution · Midsize business

Reports without copying and pasting

A recurring consolidation workflow to replace manually building reports from files received from different departments.

01 / Receive

Collect each department's files in an input folder, recording the source, period, and time received.

02 / Validate

Check required columns, data types, and duplicates. Set aside inconsistencies for review before consolidation.

03 / Consolidate

Prepare a standardized dataset for the report, log the run, and flag pending files to the responsible person.

A scope tailored to you

What your project
can include.

01

Workflows across systems

File consolidation, notifications, records, and information updates.

02

Rules and approvals

Validation, step owners, exception handling, and history.

03

Monitoring

Failure alerts, execution logs, and procedures for restarting a workflow.

How delivery works

Clear steps.
Shared decisions.

  1. 01

    Map the workflow

    Identify inputs, decisions, and repetitive tasks.

  2. 02

    Define the rules

    Agree on conditions, exceptions, and owners for each path.

  3. 03

    Automate and verify

    Test common scenarios and failures before putting the workflow into use.

Before getting started

Common questions.

Can every workflow be automated?

Not always completely. I first assess rules, access, and exceptions to choose which steps make sense to automate.

What happens when automation fails?

The scope should cover how to detect a failure, notify the responsible person, and resume the process without losing traceability.

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Could a similar project
work for you?

Tell me how your operations work and what you would like to improve.

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