Start the task
Start the agreed checklist, record, or message when the work changes.
Clear Operations Flow · Standalone managed workflow
Keep one repeated business process moving without relying on memory.
Clear Operations Flow starts the checklist, routes approvals, updates the record, notifies the right people, and surfaces exceptions for a person to decide.
01 · What you get
Keep the next task, approval, and update from getting missed.
Follow your rules
Use written rules for routine paths and name what still needs approval.
Assign the next step
Send the next action to the responsible person or system.
Keep people updated
Keep staff and customer updates tied to the current record.
Keep a history
Retain status, decisions, history, files, and the next action.
Flag exceptions
Surface exceptions instead of hiding them inside an automation.
02 · What this covers
Built around one priority process.
Included with Clear Operations Flow
- One priority operation
- Triggers and decision rules
- Approvals and exception handling
- Staff and customer updates
- Current status and history
- Monitoring and defined improvements
Add only if you need it
- A new public website
- Lead capture already covered by Clear Connected
- Every department or process
- Unlimited integrations or users
- A custom multi-role application without discovery
03 · Scope
What the service includes.
SetupOne repeated process with its tasks, approvals, updates, current status, and history.
Ongoing serviceSoftware license plus the system management named in the contract.
Additional operations are separateA second department, process, or complex integration is scoped before it is added.
Your business records stay yoursRecords remain exportable. The managed workflow software is licensed under the signed agreement.