Operations
Boards, tasks and internal workspaces for everything that doesn't fit a ledger — wired to the same automations.
Overview
Boards, tasks and internal workspaces for everything that does not fit a ledger — wired to the same automations as the rest of Carbon ERP. Any module event can trigger a workflow here that routes a task to the right person’s My Work inbox, and you can describe a process in plain language for an agent to draft as a BPMN flow.
Capabilities
Built to do the real work.
Workspaces & boards
Organise internal work in flexible boards and templates.
Automations
Trigger workflows from any module event and route tasks to the right people.
My Work routing
Tasks and approvals land in each person’s unified inbox and resume the flow on completion.
AI assistance
Describe a process in plain language; an agent proposes the BPMN flow for you to approve.
What you can do
What Operations does
- Workspaces & boards
- Tasks & templates
- Automations
- AI assistance
- Internal notifications
Any module event can trigger a workflow here that routes a task to a person's My Work inbox.
Describe a process in plain language and let an agent propose the BPMN flow — you approve it before it runs.
How it works
From event to outcome, automatically.
Trigger
A module event or schedule starts a workflow.
Route
The engine sends each task to the right person’s My Work.
Act
People complete tasks; approvals gate the irreversible steps.
Resume
Completing an item resumes the paused process automatically.
Works well with
Related modules
Because they share one data model, these light up together.
Questions