The best JobBoard automations remove bottlenecks, improve visibility, and keep work moving automatically.
Use these examples as starting points and customize the triggers, statuses, team members, and message templates to suit your workflow.
Each automation performs one action, so multi-step workflows are created by using multiple automations with the same trigger.
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Automation 1: Proof Approved → Move to Production
Workflow Goal
When a proof is approved, automatically update the job so it is ready to move into production.
Why This Matters
This removes delays between artwork approval and production, helping the job progress without waiting for a manual handover.
The team instantly knows:
The proof has been approved
The job is ready for production
The next workflow stage can begin
Automation: Move to Production
Automatically update the Overall Status to Ready for Production when the Proof Status changes to Approved.
Note: Consider adding another automation using Overall Status = Ready for Production as the trigger to notify the Production Team that the job is ready to begin.
Automation 2: Goods Received → Trigger Purchasing
Workflow Goal
When goods are received, automatically update the Production Status so the production team knows everything required to begin work is now available.
Why This Matters
This removes the need for production staff to chase purchasing updates and provides instant visibility that work can begin.
The production team instantly knows:
Required goods have arrived
The job is ready for production
The next workflow stage can begin
Automation: Trigger Production
Automatically update the Production Status to Ready for Production when the Purchasing Status changes to Goods Received.
Note: Consider adding another automation using Production Status = Ready for Production as the trigger to notify the Production Team that all required goods have been received and the job is ready to begin.
Automation 3: Production Complete → Ready for Dispatch
Workflow Goal
When production is completed, automatically update the Shipping Status so the job is ready for dispatch.
Why This Matters
This creates a smoother handover between production and dispatch, preventing completed jobs from sitting unnoticed.
The dispatch team instantly knows:
Production has been completed
The job is ready for dispatch
The next fulfilment step can begin
Automation: Ready for Dispatch
Automatically update the Shipping Status to Ready for Dispatch when the Production Status changes to Completed.
Note: Consider adding another automation using Shipping Status = Ready for Dispatch as the trigger to notify the Dispatch Team that the job is ready to be shipped or collected.
Key Takeaway
JobBoard automations help reduce manual updates, improve communication, and keep jobs moving through each stage of the workflow.
By using status changes to trigger the next action, teams get better visibility, fewer delays, and a more connected operational process.