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Workflow Automation

Streamline IT operations with intelligent workflow automation.

Overview​

Tripl-i's workflow automation enables organizations to create, manage, and optimize IT processes through visual design, conditional logic, and seamless integrations.

Workflow Types​

Service Request Workflows​

  • User onboarding
  • Access provisioning
  • Software requests
  • Hardware allocation

Change Management​

  • Change approval
  • Impact assessment
  • Implementation tracking
  • Rollback procedures

Incident Response​

  • Alert routing
  • Escalation paths
  • Resolution tracking
  • Post-incident review

Maintenance Workflows​

  • Patching cycles
  • Backup verification
  • Certificate renewal
  • Compliance checks

Workflow Designer​

Visual Builder​

Workflow: Server Provisioning
Steps:
  1. Request Submission
     └─> Approval Manager
  2. Approval Decision
     ├─> Approved: Resource Allocation
     └─> Rejected: Notify Requester
  3. Resource Allocation
     └─> VM Creation
  4. Configuration
     └─> Software Installation
  5. Validation
     └─> Notify Completion

Drag-and-Drop Interface​

  • Pre-built components
  • Custom activities
  • Decision points
  • Parallel execution

Workflow Components​

Triggers​

// Event-based trigger
{
  type: "event",
  source: "monitoring",
  condition: "cpu_usage > 90%",
  action: "scale_resources"
}

// Schedule-based trigger
{
  type: "schedule",
  cron: "0 2 * * SUN",
  action: "weekly_maintenance"
}

// Manual trigger
{
  type: "manual",
  permissions: ["admin", "operator"],
  form: "maintenance_request"
}

Actions​

System Actions

  • Execute scripts
  • API calls
  • Database queries
  • File operations

Integration Actions

  • Create tickets
  • Send notifications
  • Update CMDB
  • Call webhooks

AI Actions

  • Analyze data
  • Generate insights
  • Make decisions
  • Predict outcomes

Conditions​

Decision: Resource Approval
Conditions:
  - IF cost < 1000
    THEN: Auto-approve
  - IF cost >= 1000 AND cost < 5000
    THEN: Manager approval
  - IF cost >= 5000
    THEN: Director approval

Approval Management​

Approval Types​

  • Single approver
  • Multiple approvers
  • Hierarchical approval
  • Voting-based

Approval Rules​

const approvalRule = {
  type: "hierarchical",
  levels: [
    { threshold: 1000, approver: "manager" },
    { threshold: 5000, approver: "director" },
    { threshold: 10000, approver: "vp" }
  ],
  timeout: "48h",
  escalation: "auto"
};

Approval Interface​

  • Email notifications
  • Mobile app
  • Web portal
  • API integration

Forms & Data Collection​

Form Builder​

Form: Service Request
Fields:
  - name: service_type
    type: dropdown
    options: ["VM", "Database", "Storage"]
    required: true
    
  - name: specifications
    type: dynamic
    depends_on: service_type
    
  - name: business_justification
    type: textarea
    required: true
    
  - name: urgency
    type: radio
    options: ["Low", "Medium", "High", "Critical"]

Dynamic Forms​

  • Conditional fields
  • Validation rules
  • Auto-population
  • File attachments

Integration Capabilities​

Native Integrations​

  • ServiceNow
  • Jira
  • Slack/Teams
  • Email systems

API Integration​

// Webhook action
{
  action: "webhook",
  url: "https://api.external.com/create",
  method: "POST",
  headers: {
    "Authorization": "Bearer ${token}"
  },
  body: {
    "title": "${workflow.title}",
    "data": "${workflow.data}"
  }
}

Custom Scripts​

# Python script action
def custom_action(context):
    ci_id = context['ci_id']
    ci = get_ci(ci_id)
    
    if ci['type'] == 'Server':
        perform_server_action(ci)
    
    return {
        'status': 'success',
        'message': 'Action completed'
    }

Monitoring & Analytics​

Workflow Metrics​

  • Execution time
  • Success rate
  • Bottlenecks
  • SLA compliance

Performance Dashboard​

{
  "workflow": "incident_response",
  "metrics": {
    "total_executions": 1523,
    "avg_duration": "45m",
    "success_rate": 94.2,
    "sla_compliance": 97.8
  }
}

Process Mining​

  • Discover patterns
  • Identify inefficiencies
  • Optimize paths
  • Predict delays

Advanced Features​

Parallel Processing​

Parallel Execution:
  Branch 1:
    - Create VM
    - Configure Network
  Branch 2:
    - Allocate Storage
    - Setup Backup
  Merge: When all complete

Error Handling​

{
  errorHandling: {
    retry: {
      attempts: 3,
      backoff: "exponential"
    },
    onError: {
      action: "rollback",
      notify: ["ops-team@company.com"]
    }
  }
}

Variables & Context​

Variables:
  global:
    - company_domain: "example.com"
    - default_region: "us-east-1"
  
  workflow:
    - requester: "${trigger.user}"
    - timestamp: "${now()}"
    - ticket_id: "${uuid()}"

Best Practices​

Design Principles​

  1. Keep workflows simple
  2. Use clear naming
  3. Document steps
  4. Test thoroughly

Performance​

  • Minimize API calls
  • Use caching
  • Implement timeouts
  • Handle errors gracefully

Maintenance​

  • Version control
  • Change tracking
  • Regular reviews
  • Performance monitoring

Use Cases​

1. Automated Provisioning​

Trigger: Service request form
Steps:
  1. Validate request
  2. Check resources
  3. Approve (if needed)
  4. Provision resources
  5. Configure access
  6. Send credentials
  7. Update CMDB

2. Incident Escalation​

Trigger: Critical alert
Steps:
  1. Create incident
  2. Notify on-call
  3. Wait 15 minutes
  4. If not acknowledged:
     - Escalate to manager
     - Call secondary
  5. Track resolution
  6. Update knowledge base

3. Compliance Automation​

Trigger: Weekly schedule
Steps:
  1. Run compliance scan
  2. Analyze results
  3. If violations found:
     - Create tickets
     - Assign to owners
     - Set deadlines
  4. Generate report
  5. Send to stakeholders