Workflows
Run any workflow.
Custom forms and AI agent automations let you build any workflow into Idalia.
Collect, review, and act on data without the admin.
Build any form
Create the fields you need for the job. Start with a plant prestart, a delivery check, or a site inspection. Change the form as the work changes.
- Add text, numbers, choices, checklists, and tables
- Collect photos, documents, signatures, and location
- Mark fields required or show them only when a rule is true
- Attach the form to assets, transport loads, or files
Plant prestart form fields
Capture in the field
Operators complete the form on the machine or at the gate. The same form works on phone, tablet, and desktop.
- Submit on mobile, tablet, or desktop
- Include photos, signatures, documents, and notes
- Capture location from the device at submit time
- Office sees the response as soon as it is sent
Plant prestart on mobile
Review and act with AI
An agent reads the submission and applies your rules. It can reject a check, send mail, flag an asset, and assign a task in one pass.
- Trigger when a form is submitted
- Reject incomplete or unsafe responses
- Email the operator and the supervisor
- Flag the asset and assign inspection work
Actions after a failed prestart