Automations in EZOfficeInventory offer a highly configurable way for organizations to automate asset management workflows across various operational processes. Managers can create custom automations to streamline asset tracking and purchase order approvals.
By enabling users to define triggers, conditions, and actions– automations reduce manual workload, enhance reliability, and minimize human error. Automated workflows ensure that critical asset operations are executed automatically and consistently.
Benefits of EZOfficeInventory Automations
EZOfficeInventory automations are ideal for organizations that rely on asset management for optimized business processes and have a growing need for workflow automation to ensure scalability and efficiency. Here is how automated asset management workflows can add value to your business:
- Flexible Internal Workflows Tailored to Your Needs
Automated workflows offer complete flexibility in managing assets. Whether you need to trigger maintenance plans for specific asset groups or automate depreciation updates upon checkout, you can create workflows that are fully customizable to your organization’s unique needs. This flexibility ensures that your workflow adapts to your processes, not the other way around. It also ensures that niche requirements are addressed, even for use cases that aren’t covered by standard features available in asset management tools. - Automated Data Population for Better Insights
Automated data field updates, eliminate the risk of human error and ensure that all asset attributes are consistently updated. This leads to better data hygiene and allows for more granular insights, such as tracking asset depreciation accurately over time. These insights enable more informed decision-making and prevent operational inefficiencies caused by incorrect or missing data. - Boosted Operational Efficiency & Reduced Admin Workload
Through custom automations critical asset operations—such as tracking, managing purchase orders, and handling asset lifecycle events—are executed automatically and consistently. Automating these processes that drain considerable time and resources when executed manually, allows users to eliminate repetitive tasks & boost operations with less employee workload.
Now let’s delve deeper to see how we can build these automations and put them to test:
1. Automations and Workflows Overview
Automations and Workflows main page gives an overview of all the automations that you have created. There are two filters available for Automations. The first filter allows you to choose Assets, and the second filter enables you to choose Purchase Orders. Please note that Assets is the default list.
Based on the module you choose (i.e Assets/ Purchase Orders), you’ll be able to view different triggers. Here are the snippets of triggers that appear for every module.
- Choosing Assets will allow you to create automations on different actions, stages, and statuses of assets as shown below:
- Choosing Purchase Orders will enable you to create an automated action on PO approval:
Please note that even though automations module is extensive and has various use cases, it cannot cater to every use case. If you have need for a specific automation to be created, please feel free to contact us at support@ezofficeinventory.com
Now let’s start creating asset automation.
2. Creating an automation
To create a new automation, click on the ‘Create Automation’ button on the top right corner of the main page.
A new window will open up from where you can get started. A new automation can be created in 3 steps.
3. Creating an automation with webhooks and sub-trigger
4. Automation filters, actions and logs
5. Inserting Placeholders
Users can insert placeholders while creating automations to import data from another field to populate the field of their selection. For instance, if we want the description of a newly created asset to automatically be its location, we can insert the “Location” placeholder. The EZOfficeInventory system will then automatically set the description to be the asset’s location whenever a new asset is created.
Note: The Placeholder functionality is only available for Assets at the moment.
Here’s how it works:
