Workflow Automation (Frappe + ERPNext)

Automate repetitive work. Improve accuracy. Free up your team's time.

Every business has dozens of workflows: approvals, validations, document flows, checklists, escalations, notifications, handoffs between departments — and most of these are handled manually. Manual workflows cause delays, mistakes, dependency on specific people, and zero visibility. We help companies automate these processes using Frappe workflows, ERPNext automation, custom scripts, DocTypes, logic, triggers, and background jobs — so your operations run faster, smoother, and more consistently.

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Why Workflow Automation Matters

Workflow automation helps businesses eliminate repetitive work, reduce errors, speed up approvals and updates, and bring clarity across teams — allowing everyone to focus on meaningful, high-impact tasks instead of routine admin work.

Reduce manual effort

Save hours daily across teams by automating repetitive tasks.

Improve accuracy

Less human intervention = fewer mistakes.

Standardize processes

Everyone follows the same flow — no confusion, no deviation.

Increase speed

Approvals, updates, and notifications happen instantly.

Increase transparency

Managers see real-time status of operations.

Improve team productivity

Your team focuses on meaningful work, not admin tasks.
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What We Automate

Automation is one of the biggest value-adds of Frappe + ERPNext. We build small to complex automations across departments.

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Approvals & Maker-Checker Workflows

Purchase requests
Quotations
Discounts
Expense claims
Timesheets
Payroll entries
Leave/attendance
Production documents

Document-Based Automation

Auto-create Delivery Note after Sales Order
Auto-generate Purchase Orders from Material Requests
Auto-assign leads to salespersons

Email & Notification Triggers

Documents need approval
A deal reaches a certain stage
Tasks are overdue
Stock reaches minimum level
Invoices are overdue
Attendance anomalies occur

Background Jobs & Scheduled Tasks

Daily stock reconciliation
Monthly payroll tasks
Auto-cleanup scripts
Daily email summaries
Scheduled backups

Data Validation & Business Rule Logic

Custom validation rules
Mandatory fields based on conditions
Preventing wrong entries
Auto-calculations
Restricting unauthorized actions

Multi-Step Business Processes

Procurement: PR → PO → GRN → Invoice
Manufacturing: BOM → Work Order → Production
Sales: Lead → Opportunity → Quote → SO → Delivery
HR: Attendance → Payroll → Payslip
Projects: Task → Timesheet → Billing

Automate the Workflows Slowing Your Team Down

Whether you need a small approval flow or a full business process automated, we can help you do it with precision.

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Types of Automation We Build

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How automation in Frappe and ERPNext ranges from simple task triggers to complete business process orchestration, helping teams eliminate manual work and move faster with accuracy.

Low-Level Automation
Low-level automation removes small repetitive tasks by auto-sending emails, assigning tasks through rules, and auto-filling fields—delivering quick efficiency gains without altering core workflows.
Mid-Level Automation
Mid-level automation manages structured, multi-step processes like approvals, conditional workflows, auto document creation, and email/SMS alerts—ensuring smooth, consistent operations across teams.
High-Level Automation
High-level automation connects cross-department workflows, integrations, and custom Frappe logic to eliminate manual work, reduce errors, and create scalable, predictable operations.

Industries That Benefit the Most

Businesses across these sectors rely heavily on repetitive workflows, multi-step approvals, and operational consistency — making them ideal candidates for automation that delivers immediate ROI.

Manufacturing
Retail & distribution
D2C brands
Logistics
FMCG
Multi-location organizations
Service companies
HR-heavy teams

Wherever there are repeated steps — automation delivers ROI.

How We Implement Workflow Automation

Aavatto's Workflow Automation Process
Understand Your Process
We study your current flow, pain points, and inefficiencies.
Blueprint the Automation
We map which parts should be automated and how the logic should work.
Build Using Best Practices
Workflows, scripts, background jobs, DocTypes — clean, modular logic.
Test with Your Team
You test scenarios. We refine.
Deploy + Train
Your team learns how the automated flow works.
Support & Optimize
We improve and extend automation over time.

Simple. Predictable. Impactful.

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Automated Attendance → Payroll Flow for a Large Manufacturing Unit

We built automated logic that processes punch machine logs, applies HR rules, calculates overtime, flags anomalies, and pushes data into payroll, even generating payslips automatically.

This end-to-end automation removed nearly 80% of HR’s manual work and dramatically reduced payroll errors.

Real Example of Automation

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FAQs — Workflow Automation

Most can, but not all.
 We help decide what should be automated and what should remain manual.

It reduces repetitive tasks — not jobs.
 Teams get time to focus on higher-value work.

Not if built correctly.
 We follow update-safe practices.

Simple automation: 1–2 weeks
 Mid-level: 3–6 weeks
 Complex automation: 8–12 weeks

Yes — multi-step, multi-team automation is one of our strengths.

Yes — via API integrations.

Absolutely — when automation becomes too complex for ERPNext, we build a separate custom Frappe app.