01 · Automation, workflows & systems integration
Automate the work between your systems.
Requests, approvals and updates that people currently copy between systems become workflows with checks, a record of every run and a named owner for anything that fails.
Illustrative software licence request. Request in Slack at 09:12: Sam, a design lead, asks for a design tool seat for Priya, who starts on Monday. Approval by the manager: design tool, Pro plan, one seat; policy says the design role is eligible; three of twenty seats available; design cost centre at about £40 a month, with pictured Approve and Decline buttons. Done at 09:31: seat assigned, register updated, Sam notified, and a record of who, what and when. Slack, the vendor’s admin API and the asset register are connected, with a record of every step. Costs indicative.
The result
Less duplicate entry. Faster approvals. A record you can trust.
- Today
- The same request is typed into several systems and approvals happen by email. Nobody can see what has been completed or who approved it.
- What changes
- The workflow validates the request, gives the approver what they need to decide, updates the connected systems and records the result. Anything it cannot complete goes to a named owner.
- How the result is judged
- Agreed before delivery: manual steps removed, time from request to completion, failed runs reaching an owner, and a record available for audit.
What we do
What we automate.
Business processes
Map the process, its decisions and its data sources, then automate the manual steps with checks, approvals and a record of each run.
Systems integration
Connect HR, identity, finance, SaaS and internal tools through APIs, webhooks and SCIM, with an agreed source of truth for each type of data.
Platform native automation
Use Okta Workflows and other native connectors where they fit the process. Use scripts or custom code where the logic, state or interface needs more.
Fragile automation
Trace failures across the connected systems, improve logging, limit retries, handle rate limits and reconcile records after an interrupted run.
Worked example
A software seat request, end to end.
The request is checked against policy and seat availability, approved with the cost in view, assigned through the vendor’s API and recorded. Reviewing unused seats is a separate cycle with its own rules.
Deliverables
What you receive.
Deliverables depend on the agreed scope. Designs, configuration, code and documentation stay in your accounts.
Platforms and tools used in this work
- Okta Workflows
- Google Workspace
- Slack
- REST APIs & webhooks
- SCIM
- Python & PowerShell
- AWS Lambda
- HR & finance systems
- Process map with triggers, decisions and data ownership rules
- Workflow design and connector or API specifications
- Built workflows with permissions and exception paths
- Tests, monitoring and alert instructions
- Operating and support documentation
Before you enquire
Questions we are usually asked first.
- Should we use Okta Workflows, a script or custom code?
- Native workflows suit processes their connectors already support. Scripts and serverless functions handle scheduled jobs and events. Custom software is for more complex state or a dedicated interface. We recommend the simplest option your team can maintain.
- Can you fix an automation someone else built?
- Yes. We review the failing runs, trace the dependencies, fix the causes in priority order and document what changed and why.
- What do you need to scope a build?
- The process as it runs today, the systems involved, sample records, who decides at each step and how failures should be handled.
Tell us about the process.
Describe what starts it, which systems it touches and where it stalls. Joe replies with a suggested first workflow to build.
Or email enquiries@halationsystems.com