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Business systemsWorkflow automation

Business Workflow Automation System

An automation platform for internal processes: forms that start workflows, conditional approvals, integrations with existing tools, scheduled jobs and a complete run history.

Project facts

Project type
Workflow automation
Category
Business systems
Industry
Operations & back office
Technology stack
  • Next.js
  • React
  • TypeScript
  • PostgreSQL
  • Prisma
  • BullMQ
  • Redis
  • REST API
  • WhatsApp Business API
Workflow builder canvas showing a purchase approval flow with trigger, condition, approvals and actions, plus condition settings

Overview

This demonstration project shows a workflow automation system for a company whose processes run through email, chat and spreadsheets — purchase requests, leave, onboarding, lead routing, invoice sync. Each process becomes a visible workflow: a trigger, conditions, approvals and actions in other systems.

Employees submit requests through simple forms and approve from their phone; the operations team sees every run, can retry a failed step and changes rules without asking a developer for each tweak.

The challenge

Internal processes often depend on who remembers what. Purchase requests wait in someone's inbox, approvals are given in a chat and then lost, data is copied by hand between the CRM, accounting and a spreadsheet, and nobody can say where a request is stuck. Generic no-code tools help for simple cases, but become fragile, expensive and hard to audit as rules grow.

The solution

The concept models each process as a workflow with explicit steps. A form or webhook triggers it, conditions route it — for example amounts above a limit go to finance — and approvers act from a web or mobile inbox with reminders. Actions write to the systems the company already uses, every run is logged with its input and outcome, and failed steps can be retried after the cause is fixed.

Key features

  • Visual workflow builder with triggers, conditions and actions
  • Request forms that start workflows
  • Multi-level approvals with reminders and escalation
  • Connectors for email, WhatsApp, spreadsheets and business APIs
  • Scheduled jobs for syncs and daily digests
  • Run history with inputs, step results and retries
  • Mobile approval inbox and notifications
  • Versioned workflows and a complete audit log

Who it is for

  • Companies whose processes run through email and chat
  • Operations teams copying data between systems by hand
  • Businesses that outgrew no-code automation tools
  • Organisations that need approvals with a clear audit trail

Technical approach

Workflows are stored as versioned definitions in PostgreSQL through Prisma and executed by a worker on BullMQ with Redis, so each step runs reliably with retries and back-off. Connectors call external REST APIs, spreadsheets and messaging through their official interfaces, with credentials encrypted at rest. A Next.js interface provides the builder, approval inbox and run history, and every decision is written to an audit log.

Integrations
WhatsApp Business APIGoogle SheetsMicrosoft 365SMTP

Screens

Customer-facing interface

Approval inbox with pending purchase and leave requests and a request detail with approval path and attachments
Approval inbox with pending purchase and leave requests and a request detail with approval path and attachments

Admin interface

Run history listing workflow runs with trigger, result and duration, plus a failed step and connected apps
Run history listing workflow runs with trigger, result and duration, plus a failed step and connected apps

Mobile & responsive views

Three phone screens of the automation app: pending approvals, notifications and a new request form
Three phone screens of the automation app: pending approvals, notifications and a new request form

Services behind this project

The work in this case study maps onto these services. Each page explains scope, process and what you receive.

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Questions about this type of project

Is this automation platform running at a real company?

No. It is a demonstration project with sample workflows, requests and runs. It shows how Saad builds custom business process automation.

When is custom automation better than a no-code tool?

When workflows involve sensitive data, many conditions, approvals that must be auditable or systems without ready-made connectors. For a few simple automations, a no-code tool is often enough — that is part of the first assessment.

What happens when a step fails?

The step is retried automatically with increasing delays. If it keeps failing, the run is marked for attention with the error and input, and the step can be retried once the cause — for example a changed API — is fixed.

Want a similar project?

Tell Saad what you need. You get a clear scope, a phased plan and direct contact with the developer who builds it — no middlemen.

  • Direct, clear communication

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  • Fully custom solutions

    No ready-made WordPress themes or copied code — every line is written to fit your business's exact requirements and scale.

  • From idea to launch

    Help shaping the specification and turning a rough concept into a real, usable digital product.

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