Quarantine hold notice

Ops / AUTOMATE.md

Place flagged receipts on hold and post the item list to quality with the reason for the hold.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Held stock stays out of available counts
  • Quality sees the item list on arrival

How it runs

  1. 1. Starts

    When a receipt is flagged for inspection

  2. 2. Reads

    flagged receipts

  3. 3. Delivers to

    Slack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why operations teams set this up

Deliveries are booked in from the carrier's paperwork rather than counted, so shortages, overages and damage surface weeks later during an audit or a claim. The dock, the buyer and the supplier then work from three different versions of what arrived. Receiving that reconciles the paperwork to the physical count keeps stock, cost and claims defensible.

See the whole job: Inbound receiving

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It checks and drafts. Your team decides what is ordered and sent.

  • No order placed on its own

    Requisitions and supplier notes wait for a buyer to approve and send.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the systems you connect

    Each automation reaches only the folders and apps you give it.

Quarantine hold notice

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your ERP's alerts and rules

Flagging thresholds inside the ERP.

They can't read a supplier's email or a scanned delivery note, or draft the next step.

Flowchart automation tools

Moving data between apps at high volume.

Real-world exceptions multiply branches until the flow is harder to follow than the work.

AI chat assistants

Explaining a document when you paste it in.

Deliveries keep arriving while nobody is asking, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

ASN discrepancy check

Compare incoming ship notices with the open purchase order and post every mismatched line to the dock.

When an advance ship notice arrives

Putaway task list

Every weekday at 4pm, pull received items without a putaway task and post the list for the night shift.

Every weekday at 4:00pm

Receiving variance draft

Log receipt variances by item and reason, then email one adjustment summary to the buyer and the goods-in lead.

When a counted receipt differs from the expected quantity

Related workflows

Purchase order intake

Turn incoming purchase orders into clean, approved records before they reach the supply base.

4 automations

Quality reports

Builds the quality report from the same defect, scrap and inspection records every month, so the numbers stop being retyped from a spreadsheet.

Write your own

Inventory alerts

Warns the buyer when projected stock crosses its reorder point, so a shortage is planned for instead of discovered on a customer's order.

2 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon