Assignar Connect
Connect every system, one workflow, zero re-keying.
Connect turns what happens on site into the next step, automatically. Alerts, approvals, reports and updates land in the tools your team already uses. Describe the workflow in plain English and Milo builds it for you.
Example workflows
Pick an example to see how Milo builds it
Unfilled shifts
Example request to Milo
Every weekday at 3pm, email our schedulers a list of tomorrow’s allocations that still don’t have anyone on them.
The workflow Milo builds
- TriggerWeekdays at 3:00 pm
- AssignarFind tomorrow’s unfilled allocations
- ConditionOnly continue if any are found
- EmailSend the list to the scheduling team
Inspection alerts
Example request to Milo
When a vehicle pre-start inspection fails an item, message the fleet manager in Slack with the asset and the photo.
The workflow Milo builds
- TriggerPre-start inspection submitted
- ConditionAny item marked as failed
- AssignarLook up the asset and who submitted it
- SlackMessage the fleet manager with the photo
Form approvals
Example request to Milo
When a site form is submitted, send it to the project manager to approve or decline by email, then let the submitter know.
The workflow Milo builds
- TriggerSite form submitted
- ApprovalProject manager approves or declines
- AssignarUpdate the form’s status
- NotifyTell the submitter the outcome
Live job tracker
Example request to Milo
When a timesheet is approved, add a row to our job tracker sheet with who worked, their hours and the project.
The workflow Milo builds
- TriggerTimesheet approved in Assignar
- AssignarGet the worker, hours and project
- SpreadsheetAdd a row to the job tracker
- NotifyFlag anything over budgeted hours
From a sentence to a running workflow
No developers and no integration project. If you can explain the job to a colleague,
you can automate it.
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Describe it
Tell Milo what should happen and when, in your own words. It drafts the workflow for you and gets you most of the way there.
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Check it with real data
Test each step against your live Assignar data. Add a condition, change who gets notified or add an approval step in the visual builder.
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Set it running
Trigger it from an event, like a form being submitted or a timesheet approved, or run it on a schedule. Every run is logged so you can see what happened.
Less admin between the field and the invoice
Every manual hand-off is a chance for an unbilled hour, a late approval or a number that never makes it to finance. Connect closes those gaps.
Retire point solutions
Swap the add-on tools, middleware and side spreadsheets you pay for today for workflows that run on the data already in Assignar.
Save time and money
Stop re-keying the same numbers into three systems and chasing people for sign-off. Reports send themselves, approvals route themselves and the right person hears about a problem while there’s still time to fix it.
Put AI to work this week
Milo turns a plain-English request into a working automation in minutes. Your team gets practical AI that does real work, without a six-month rollout.
Built for the jobs a standard integration doesn’t cover
Assignar handles your core workflow from bid to invoice. Connect is the flexible layer for everything specific to how your business runs.
Use Connect to
- Send alerts and recurring reports to the right people
- Route forms and requests through approve or decline steps
- Keep spreadsheets and other systems in step with Assignar
- Export field data in the format your finance team needs
- Handle the edge cases unique to your business
Pair it with a full integration when you need
- A deep, two-way connection to your ERP or accounting system
- A custom build delivered by one of our integration partners
Works with the tools your team already uses, in the cloud or on your own servers
Start a workflow from Assignar or from another system, and send the result anywhere. Connect links cloud apps and on-premise systems alike, so nothing gets left out of the workflow.
700+
apps and services, plus custom API calls
Cloud apps
Connect to the software your office and field teams log into every day.
- Assignar Operations
- Assignar Pay
- Slack
- Microsoft Teams
- Google Sheets
- Smartsheet (US and AU)
- Xero
- MYOB
- ADP
- BambooHR
- and hundreds more
On-premise systems
Still running an ERP, accounting package or database on your own servers? Connect can reach those too, so older systems stay part of the same automated workflow instead of needing manual exports.
- On-premise ERP and accounting
- In-house databases
- Custom API calls
Questions we hear a lot
I use Assignar Operations. Can I use Connect?
Yes. Connect lives in the Assignar platform alongside our financial tools. We’ll set up a workspace for you with Connect switched on and your Operations data linked, so you can start building straight away.
Do I need to know how to code?
No. Describe what you want in plain English and Milo drafts the workflow. You review and adjust it in a visual builder. If your team does want to go further, custom API calls are available too.
What can start a workflow?
Something happening in Assignar, like a new record, a status change, a submitted form or a new allocation. A schedule, like every weekday at 3pm. Or something in another tool, like a new email, a Slack message or a new row in a spreadsheet.
Can someone help us build our first workflow?
Yes. Our team will help you get started, and our solutions engineers are available for more complex builds.
