Automate the busywork. Focus on the build.
Set up workflows that trigger actions automatically. Approvals, notifications, escalations, and task assignments. The right people get the right information at the right time.
Stop chasing people. Let the system do it.
Workflows eliminate manual follow-ups and ensure nothing falls through the cracks.
Automatic escalation
When a safety issue is flagged as critical, the right manager is notified immediately. No waiting for someone to remember to forward an email.
Approval chains
Route forms, permits, and reports through approval workflows. Approvers get notified, review on their phone, and sign off with one tap.
Smart notifications
Trigger notifications based on form answers, RAG ratings, or time delays. Only the people who need to know get notified. No noise.
How workflows work in SymTerra
Set the rules once. The platform handles the rest, every time.
Set rules, not reminders.
Define what happens when a form is submitted, a safety issue is raised, or a task is overdue. If/then logic means the system takes action automatically. Approvals, notifications, task creation.
Actions happen without you.
When a permit expires, the system notifies the responsible person. When a safety observation is flagged red, it escalates to the project director. No human bottleneck.
See every workflow in progress.
Dashboard visibility into what's been triggered, what's pending approval, and what's overdue. Spot bottlenecks before they become problems.
Workflows in action
Here's how teams use SymTerra workflows to eliminate manual chasing.
Permit expiry alerts
When a permit approaches its expiry date, the responsible person is notified automatically. No more spreadsheet tracking.
Safety escalation
A red-flagged safety observation triggers an immediate notification to the project director and creates a follow-up action with a deadline.
Form approval routing
Inspection forms go to the site manager for review, then to the client for sign-off. Each step is tracked and timestamped.
Overdue task reminders
If a corrective action isn't closed within the agreed timeframe, the system sends escalating reminders until it's resolved.
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See workflows in action.
30-minute demo tailored to your team. We'll show you how to automate approvals, escalations, and notifications across your projects.