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Workflow Builder: IT automation has never been easier

The Workwize Advantage

Save hours with these automated workflows

Employee onboarding
Employee
Offboarding
IT Refresh
Programs
Monitoring Fleet Health
Device purchase planning
Custom integrations

Stay day-1 ready for every new hire

Integrate Workwize with your HRIS to get a head start on employee onboarding. Workwize Agent orders, configures and ships the laptop so it arrives before day one.

Trigger icon for the Employee onboarding workflow
A new employee is added
Checkmark icon for a step in the Employee onboarding workflow
Get full employee profile
Checkmark icon for a step in the Employee onboarding workflow
Place an equipment order
Checkmark icon for a step in the Employee onboarding workflow
Send a confirmation email
Checkmark icon for a step in the Employee onboarding workflow
Send Slack message
Workflow Builder onboarding workflow: new hires starting in 7 days get a laptop ordered and shipped automatically

Easy offboarding and device retrievals

Let Workwize handle the full device retrieval flow automatically, from collection to MDM wipe. See automated offboarding.

Trigger icon for the Employee
Offboarding workflow
An employee is marked as leaving
Checkmark icon for a step in the Employee
Offboarding workflow
Start device retrieval process
Checkmark icon for a step in the Employee
Offboarding workflow
Schedule a wipe in MDM
Checkmark icon for a step in the Employee
Offboarding workflow
Route the asset back to storage or to the next hire
Checkmark icon for a step in the Employee
Offboarding workflow
Send an email confirmation
Workflow Builder offboarding workflow: departing employees trigger a device retrieval and a summary email

Automatically identify devices in need of a refresh

Don't let your fleet get outdated. Run an automated refresh check across every device you manage in Workwize.

Trigger icon for the IT Refresh
Programs workflow
Identify devices older than 3 years
Checkmark icon for a step in the IT Refresh
Programs workflow
Check if devices are assigned
Checkmark icon for a step in the IT Refresh
Programs workflow
Send an email report
Workflow Builder refresh workflow: weekly report of assigned laptops older than 3 years

Never miss a failing asset again

Configure Workwize to continuously scan your fleet and alert you when devices need repair or replacement.

Trigger icon for the Monitoring Fleet Health workflow
Scan the fleet for damaged, old or broken assets
Checkmark icon for a step in the Monitoring Fleet Health workflow
Count each category
Checkmark icon for a step in the Monitoring Fleet Health workflow
Build a table of damaged assets
Checkmark icon for a step in the Monitoring Fleet Health workflow
Send an email with the counts and table
Workflow Builder fleet health workflow: weekly report counting damaged, open-repair and ageing assets

Know your laptop gap before it's a problem

Check upcoming hires against warehouse stock, so you can order ahead instead of scrambling on day one.

Trigger icon for the Device purchase planning workflow
Identify new hires
Checkmark icon for a step in the Device purchase planning workflow
Count unassigned laptop stock in warehouse
Checkmark icon for a step in the Device purchase planning workflow
Calculate extra laptop needed
Checkmark icon for a step in the Device purchase planning workflow
Send an email summary to the IT Manager
Workflow Builder purchase planning workflow: upcoming hires compared with unassigned laptop stock by warehouse

Sync orders to your custom apps automatically

Push order data to your internal apps through custom API calls, with a Slack alert if anything fails. See all Workwize integrations.

Trigger icon for the Custom integrations workflow
New device order is placed
Checkmark icon for a step in the Custom integrations workflow
Capture order number, name, and status
Checkmark icon for a step in the Custom integrations workflow
POST data to the connected custom app
Checkmark icon for a step in the Custom integrations workflow
If the call fails, send an alert to Slack
Workflow Builder custom integration workflow: new orders posted to a custom app with a Slack alert on failure
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Got another IT logistics problem for the Workflow Builder to solve? Book a demo with us to see how it works

These are just a few examples to get your imagination going. In reality, the possibilities are unlimited. Workflow Builder is available in early access: existing customers can get access through their CSM.
Concentric circles with country flag markers showing Workwize global logistics reach

No more delayed or incomplete workflows. Just tell Workwize what you want to build today.

Time savings
Significantly reduces cost per managed device.
Immediate results
Instead of putting workflows on a roadmap, just get them done.
Custom workflows
Tailor your workflows to locations and teams.
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Workwize already knows everything it needs

When we say Workwize now has “hands on the ground”, we mean it. Workwize Agent already knows your IT setup on the Workwize platform and can create workflows using the following objects within minutes.
Assets
Orders
Retrievals
Repairs
Offices & Locations
Catalogue
People & Org Data
Workwize Agent checking employee profiles, catalogue and warehouse stock before building a workflow

How the natural language workflow builder makes your life easier

Workflow Builder natural language prompt box
Step 1

Natural language as an interface

Simply tell Workwize Agent what you want to automate in plain language, and it turns your request into a working workflow.

After building or running, it explains what it did in plain English.

Workflow Builder prompt box asking what to automate
Chart document icon representing tool integrations
Step 2

Integrates with any tool in your stack

The Workwize workflow builder connects to your MDM, ITSM and IDP systems.

Through custom apps and webhooks it can integrate with virtually any tool like your ticketing system, a custom internal API, or any HTTP service.

It can even read an external tool's API docs and wire itself up.

Yellow decorative panel for the integrations step
Monitor with pulse line icon representing data and analytics
Step 3

Data & Analytics

Analytics in our Workflow Builder is conversational, not dashboard-driven.

It reads your live data through its lookup tools and answers questions directly in the chat.

Ask "how many laptops are unassigned in Berlin?" or "which devices are overdue for return?" and it queries the real data and responds in the conversation.

Pink decorative panel for the data and analytics step
Logos of HR, MDM and collaboration tools that connect to Workwize
Logos of HR and identity tools that connect to Workwize, including Google and Gusto

Use Workwize to build workflows across all of your tools

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HRIS

Ensure laptops are ready on day 1. See when devices are scheduled to return after offboarding. 

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MDM

Track each device’s settings and compliance status with zero intervention from IT with the Workwize platform.

Monitor with settings gear icon representing ITSM integrations

ITSM

Never miss a hardware request. Integrate & approve devices without leaving Slack.

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Hands on the ground you can trust

Illustration of compliance controls and audit trail

Compliance

With sandboxed execution, tenant isolation, and a full audit trail, the Workflow Builder gives compliance teams the controls and visibility they need to trust what's running in production.
Illustration of secure, tenant-isolated workflow execution

Governance

Granular sharing scopes, role-based access, and full version history give admins clear control over who can build, view, and change what.
Illustration of an approval check before a real-world action

Security

Approvals are on by default for every action with a real-world consequence, so Workwize never ships, retrieves, repairs or wipes without human sign-off. Opt specific steps out when you're confident they don't need it.

Workflow Builder FAQs

What is Workflow Builder?

Workflow Builder, driven by Workwize Agent, lets IT teams automate hardware workflows by describing them in plain language. Workwize Agent builds the workflow in minutes. Then Workwize's warehouses and logistics network in 130+ countries do the physical work: ordering, shipping, retrieving, repairing and wiping devices. It sits on top of the Workwize platform.

Which tools does Workflow Builder integrate with?

Workflow Builder connects natively to Slack, email and Kandji. For other tools, such as your ticketing system or internal apps, it connects through custom connectors and webhooks, and it can read a tool's API documentation to set up the connection itself. See all Workwize integrations. Prefer your own AI assistant? The Workwize MCP lets tools like Claude act on Workwize directly.

How does Workwize compare with other IT equipment platforms?

Workflow Builder runs on Workwize's own warehouse and logistics network, so workflows end with devices actually shipped, retrieved, repaired or wiped, not another ticket. See how Workwize compares with GroWrk, Firstbase and Allwhere.

How does Workwize handle IT asset lifecycle management from onboarding to offboarding with automated workflows?

When a new hire is added in your HRIS, a workflow can pull their profile, allocate or order a laptop, ship it from the nearest warehouse, enroll it in your MDM and notify the manager in Slack (automated onboarding). When someone leaves, it starts the retrieval, schedules the MDM wipe once the device reaches a warehouse, and routes it to storage or the next hire (automated offboarding). In between, scheduled workflows flag devices due for refresh or repair.

Can Workflow Builder take real-world actions without approval?

Not by default. Every action with a real-world consequence, like an order, retrieval or repair, waits in an approvals queue until someone signs off. You can opt specific steps out. Role-based access, full version history and an audit trail show who built and changed what.

Is Workflow Builder available now?

Workflow Builder is in early access. Existing customers can get access through their CSM. Not a customer yet? Book a demo to see it in action.