Automation & Workflows
Approvals, tasks, and scheduled reports that run themselves.
A workflow engine for approvals and notifications, a unified task system fed by alerts and expiries, and scheduled report delivery — automation that respects your change process.
Capabilities
Workflow engine
Manual or helpdesk-ticket triggers with APPROVAL, CREATE_TASK, and NOTIFY steps. Approvals surface as tasks with signed email approve/reject links. Ticket-category triggers fire automatically on ticket creation.
Task management
Unified work items from manual entry, monitoring alerts, SSL/domain expiry scans, recurring templates, and helpdesk linkage. Assign to users, groups, departments, or job roles with saved views.
Rich tasks
Full-page task detail with notes, activity timeline, and sub-tasks. Snooze, due-date reminders, and email/push notifications on assignment.
Scheduled reports
Template-based reports delivered on a schedule as CSV, XLSX, or PDF attachments. Patch compliance, vulnerability summaries, AD audit reports, and custom inventory exports.
Playbooks
Structured runbooks referenced by AI assist and workflows — codify your team's standard procedures for common incidents.
In the product
Why SMB IT teams care
Small and medium businesses rarely have dedicated NOC, SOC, and service desk teams. JOATOS is designed so a lean IT department can cover monitoring, support, and compliance without juggling a dozen vendor portals.
- Approval workflows for changes without building them in SharePoint.
- SSL cert about to expire? A task appears 30 days out — no calendar reminder needed.
- Monthly patch compliance report lands in the manager's inbox automatically.
- Alert fires → task created → assigned to on-call — the loop closes without manual steps.
Explore other modules
Ready to simplify automation & workflows?
Explore a live demo org with realistic data — every module enabled, auto-deleted after 12 hours.