Opening ScreenOpsGetting today’s work ready

Workflow automation

See the workflow. Keep the work connected.

Follow ScreenOps workflow paths, open the related operating workspace, review rules in Automation & AI, and edit company workflow settings.

The work this connects

The workflow overview, automation rules, and company configuration serve different purposes. ScreenOps links them so the team can understand the path before changing how work moves.

Current ScreenOps Workflows using fictional Sonoran Screen and Shade demo records
Workflows · ScreenOps

What stays connected

  • Seven primary workflow paths
  • Overview and expanded views
  • Business-function filters
  • Linked operating workspaces
  • Automation & AI rule access
  • Company workflow settings

Follow the workflow

  1. Understand the path
  2. Review the operating record
  3. Inspect rules
  4. Edit company settings

Common questions

Can every workflow stage be removed?

No. Owners can adapt optional handoffs, but ScreenOps preserves the core record chain and required accountability for customer, job, pricing, approval, and production decisions.

Does AI make final decisions?

No. Assistive suggestions may help teams work faster, but people remain responsible for pricing, measurement approval, purchasing, production, and accounting decisions.

Keep the work moving

Connect configured providers ↗
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