Business management automation: workflows in finance, purchasing, HR and projects

The four examples below come as ready-made templates in PureField. The template list shows the ones that fit the modules your company has turned on.

Overdue invoices. Every morning at 09:00 the workflow finds overdue invoices that still have an open balance and gathers their numbers into one list. A condition step checks the list: if there are invoices, admins get a notification; if not, the workflow ends quietly. The collections call starts the day from that list. A working copy of this flow sits in the workflow examples on the home page. Invoices and collections are tracked in the finance module.

Announcing purchase requests. When a purchase request is sent for approval, admins get a panel notification and a short message goes to the company group in team chat. The approver sees the request without waiting. A team member always approves the purchase order; the workflow only speeds up the news. Requests, quotes and orders are on the purchasing page.

Notifying leave requests. When a new leave request is created, admins get a notification with the employee's name, leave type and dates. Leave approval runs through the approval step in the HR module.

Overdue project tasks. Every morning at 08:30 the workflow finds project tasks that are past their due date and not done, and lists them to admins. The morning meeting starts knowing who is behind on what. Tasks live on the project management board.

You write in Copilot chat what should happen, and Copilot turns it into a plan card with a name and a goal. When you press Apply plan, AI builds the workflow draft and the workflow is created inactive. The card has an "Open in editor" link; you check the steps on the canvas and turn it on.

Example requests:

• "Every morning at 09:00, find overdue invoices and send me a panel notification if there are any."
• "When a purchase request is sent for approval, post it to the company group."
• "List overdue project tasks to the admins every morning."

Copilot also lists your workflows and their recent runs, and takes you to the Workflows, Runs, Templates and Library tabs. Owners and admins see every workflow; other users see the ones they built. Creating a draft uses 1 AI credit. Copilot and digital employees are covered on the AI agents page.

Decide first whose morning each list lands in, then which approval stays with whom. Answer these:

• Does the overdue invoice list go to finance or to the owner?
• Is the notification the panel bell, team chat or email?
• Who approves purchase and leave requests, and should that person get the alert?
• Which workflow runs every day, and which only when something happens?
• Which sample record will you test with before turning the workflow on?

Workflows are built on the Workflows screen under the AI menu: from a template, by connecting steps on the canvas, by describing it to AI in a sentence, or by asking Copilot in chat. A workflow installed from a template is created inactive; you check the recipients, try it on a sample record with Test, and then turn it on. The Runs tab shows every run step by step.

A workflow can reach the modules your company has turned on and the records the person who saved it can access. Workflows are included in PureExecutive and available as an add-on for PurePioneer; see pricing. The canvas, templates and library are on the workflow automation page.