Something happens at work. The next steps run themselves.
AI Automations turns the follow-up your managers do by hand into a tree that runs on its own. Pick what starts it, like a no-show, a missed clock-out, a time off request, a new hire, or a license about to lapse. Then add the steps: messages, tasks, courses, finding cover, waits, and If / else branches, with AI to write the note or make the call. Each run uses the access of whoever published it, and every step is written down. Ask AI is still here for the one-off jobs: say what needs doing, approve the plan, done.
TriggerNo-show10 min after the shift startsMessagesSend a chat messageHi {{person.firstName}}, are you on your way?WaitGive them 15 minutesUntil they clock in, up to 15 minIf / elseDid they show up?1 branch and None
Still not hereMessagesTell their manager{{person.name}} has not clocked inSchedulingOpen the shiftTake them off so it shows as openSchedulingFind coverBy the workspace's cover rulesEnd
NoneEnd
Enrollment history
Luis Ortega
Finished
Thu 6:30 AM shift, Riverside Plaza
No-show6:40Luis Ortega, Thu 6:30 AM at Riverside Plaza
Send a chat message6:40Sent to Luis: are you on your way?
Give them 15 minutes6:55Ran out of time; going on.
Did they show up?6:55Went down Still not here
Tell their manager6:55Told Aisha Bell
Open the shift6:55The shift is open now.
Find cover7:024 could take it. Dana Kim said yes.
Ran with Aisha Bell's access and locations. Every step is in Execution logs.
A tree you can read
Triggers sit at the top, steps run down from them with a + between each, and an If / else splits into a column per branch, each ending on its own. What you see is the order it runs in.
Started by the work itself
A shift opens, someone clocks in late, time off is asked for, a course goes overdue, a checklist comes in flagged. Triggers across a dozen tools, each with filters, or a schedule you set.
Your access, on the record
A run can do what its publisher could do, at their locations, and nothing more. Steps that touch pay, hours, or the schedule wait for a person until an admin says otherwise, and every step lands in the logs.
A call-out at 5:40. Covered by 5:50.
Luis is sick, and his 6:30 at Riverside Plaza opens. The Find cover step asks the people who can take it, one at a time, and puts the first yes on the schedule. The manager gets one line: Dana is covering Luis's 6:30 at Riverside. It runs from any automation, from Ask AI, or on its own when sick time is approved over a shift.
9:41
Shift coverage
Riverside Plaza, Wed 6:30 AM to 3:00 PM
5:40Luis Ortega called outSorry, I have a fever. Can't make my 6:30.
5:40Sick day filed for Luis
5:414 people can take itOmar 18 hDana 22 hPriya 30 hTom 31 h
5:41Asked Omar“Can't today, I have class.”
5:44Asked Dana“Yes, I'll take it.”
5:46On the scheduleDKDana Kim, 6:30 AM to 3:00 PMPriya and Tom told it is filled
To Sam RiveraDana is covering Luis's 6:30 at Riverside.
What Find cover does
The asking, the waiting, and the schedule change, done for you.
Starts from a Find cover step, from Ask AI, or on its own when sick time lands on a published shift
Finds the people who can take the shift without breaking a rule
Asks them in your order, one at a time or a few at once
Puts the first yes on the schedule and tells the others it is filled
Tells the manager who is covering, in one line
Hands the result back, so the next step can branch on covered or not
What you control
Your rules for who gets asked, and when it comes back to you.
Who is asked first: fewest hours this week, a list you keep, or everyone at once
How long each person has to answer
A deadline after which the manager takes over, with every answer so far
Whether overtime is never allowed, asks first, or is allowed
Which positions and locations it covers
The No-show follow-up template, for shifts that start with nobody clocked in
Who it asks
Only people who could take the shift without breaking a rule.
Same position
Same location
Available that day
Rested since their last shift
Under their hours
Certified when the shift needs it
How it asks
Where people will see it, with the shift spelled out.
Team Chat
A push notification
Yes or no in one tap
Shift cover in the app
When nobody says yes
The manager gets the problem with everything needed to solve it.
A note to the manager
Who was asked and what they said
A None branch for what comes next
Or ask for it now.
For the jobs that do not come round on their own, Ask AI takes a request in plain words or a photo, shows the plan, and does it once you approve. Managers also get a Monday brief.
Request Friday off for me
Here it is. Confirm and I will send it.Vacation, Fri Jun 21All dayBalance after: 5 days. Approver: Sam Rivera.
Sent to Sam Rivera for approval.
Also: offer a shift, swap one, report an injury.
Does it, not just answers
Say “Request Friday off for me” and Ask AI files it once you confirm. The same goes for offering a shift, swapping one, or reporting an injury.
Site inspection, by voicePriya: “East stairwell light is out, third floor.”
Fix east stairwell lightDone
Board item opened
Assigned to Dana Kim, Maintenance
Done, with a photo
Checked Thursday: closed
From a form to a fix
A voice form says the east stairwell light is out. Ask AI opens a board item, assigns it to Maintenance, and checks back until it is closed.
MLMarcus LeeForklift certificationValid to 2028
Forklift refresher assigned, due Jun 30
Forklift shifts this week
MonTueFLWedThuFLFriSatFLSun
Passed Jun 24. Forklift shifts open to him again.
Certifications kept current
A forklift certification runs out in 30 days. Ask AI assigns the refresher course and keeps Marcus off forklift shifts until he passes it.
Monday brief, HarborFor Aisha Bell, 7:00 AM
Overtime climbing at HarborMove Sam's Thursday to Priya (32 h)Done
5 late clock-ins on TuesdaysRemind the Tuesday crew at 6:15 AMDone
Closing checklist missed twiceRemind the closer at 9 PMDone
A Monday brief for managers
Overtime climbing at Harbor, late clock-ins on Tuesdays, two missed closing checklists. Each comes with a fix to approve in one tap.
NPNina Park accepted the offerVantage Recruiter, Crew member, Harbor
Profile created, starts Mon Jul 1
3 documents sent to sign
Safety basics assigned
2 shadow shifts with Priya
Nudged Thursday: 1 document left
Onboarding that runs itself
An offer accepted in Vantage Recruiter becomes a profile, documents to sign, training, and shadow shifts, with nudges until every step is done.
Forklift operator
Read from the photo
Name
Marcus Lee
License
FL-20931
Expires
Jun 30, 2028
Filed in Documents. Certification valid to 2028.
Paperwork read from a photo
Marcus takes a photo of his renewed license. Ask AI reads the name, number, and expiry date, files it in Documents, and updates his certification.
What starts it.
A change in the tools starts a run at once; things that happen by the clock are found every few minutes. Each trigger takes filters, so a late clock-in can mean more than 10 minutes late, at one location.
People
Someone joins
Birthday
Work anniversary
Scheduling
A shift opens
No-show
Time Clock
Someone clocks in
Missed clock-out
Time Off
Time off is requested
Time off is approved
Time off is declined
Onboarding
A new hire is added
A new hire finishes onboarding
Training
A course is assigned
A course is finished
A course is overdue
Documents and Tasks
A document is expiring
A task is overdue
A task is done
Forms
A form is submitted
Recognition and Support
Someone is recognized
A support request comes in
Recruiting
Someone applies
An applicant is hired
Schedule
Every day, week, or month
Once, or for each person
By hand
Enroll the people you pick
What happens next.
Add a step at any +. Messages fill in fields like {{person.firstName}} and {{shift.start}}. Branches test any field the run knows, and each branch ends on its own.
Flow
Hold the run, split it, or stop it.
Wait
If / else
AI decides
End
Messages
From whoever published it, with fields filled in.
Send a chat message
Send a notification
Send an announcement
Work
For the person, their manager, or someone you pick.
Create a task
Assign a course
Ask for a document
Recognize them
Open a support request
Scheduling
On the shift the run is about.
Find cover
Open the shift
Time
These ask first until an admin says otherwise.
Approve or decline time off
Approve clean timesheets
AI
Writing and planning from what the run knows.
AI writes a message
AI does a request
Four ways to wait
For a set time
Until a time of day
Before or after a shift, the time off, a first day, or a due date
Until something happens, with a time limit
Start from one that works.
Each becomes a draft to change before you publish it. Or describe what you want in a sentence, and AI draws the tree for you to check.
No-show follow-up
Message the person; if they still have not clocked in, tell their manager, open the shift, and find cover.
Cover every open shift
Ask the people who could take it, then tell the managers who said yes, or that nobody did.
Late arrival heads-up
Tell the manager when someone clocks in more than 10 minutes late.
Missed clock-out
Remind anyone still on the clock, then give their manager a task to fix the timecard.
Time off waiting too long
Remind the manager when a request has waited two days.
New hire's first month
Remind the manager the day before, then check-ins at one week and 30 days.
Welcome to the team
Welcome them in chat and tell their manager.
Work anniversary thank-you
AI writes a short thank-you, posted as a recognition.
Birthday wishes
A note in the morning, and their manager knows.
License and certification renewal
Ask for the renewed one 30 days out, and tell the manager if it has not come in.
Overdue training nudge
Nudge the person, then tell their manager three days later if it is still not done.
Flagged checklist follow-up
A high-priority task for the manager when a checklist comes in flagged.
Approve clean timesheets
Every Monday morning, after you approve the step.
Strong applicant alert
Tell the admins when an applicant scores 8 or more.
The AI tools for the people who run the team.
Five more tools that take the slow parts of the week off your plate, each one leaving a person with the final say.
The whole week, scheduled in seconds.
Tell AI Scheduling what the week needs and it fills every open shift from your team's availability, roles, time off, and hour limits. You review the draft, move what you want, and publish.
Positions, locations, availability, approved time off, and weekly hour limits are already in Vantage. The schedule is built from them, not from a form you fill in first.
Fair by default
Hours are spread evenly, requested days off are kept, and nobody is scheduled past their weekly limit.
A draft, not a decision
Nothing is published until a manager says so. Drag any shift to change it, then publish like any other week.
What you can do.
AI Scheduling checklist8 items
Fills open shifts from availability, roles, and locations
Keeps approved time off and requested days off
Keeps everyone under their weekly hour limit
Spreads hours evenly across the team
Copies last week's pattern when you ask for it
Flags any shift it could not fill and says why
Lands as a draft you can edit before publishing
Works with the shift swaps and open shifts your team already uses
AI Scheduling questions.
No. It builds a draft. A manager reviews it, changes anything they want, and publishes it.
The shift stays open and is flagged with the reason, such as nobody available with that position on that day. You can post it as an open shift for the team to claim.
Yes. Approved time off and requested days off from the Time Off tool are kept when the week is built.
From a topic to a course in one step.
Describe what you want people to learn and Course Creator builds the course: short modules, a quiz, and a time estimate. Edit anything, add your own videos and documents, and assign it by location or department.
Course Creator
🎓
New course
Course Creator
Forklift safety refresher for warehouse staffCreate
1Why forklift incidents happenVideo, 4 min
2Pre-shift inspection, step by stepChecklist, 3 min
3Load limits and stabilityRead, 4 min
4Pedestrians and blind cornersVideo, 3 min
5Check your knowledgeQuiz, 8 questions
5 modules, about 20 minutes.
Assign to Warehouse
Written for your people
Plain language, split into short modules that fit into a break. Paste your own procedure and the course is built from that.
A quiz that checks it landed
Questions are written from the module content, with answers you can change before anyone takes it.
Yours to edit
Change the wording, reorder modules, drop in your own video, then assign it like any other course.
What you can do.
Course Creator checklist8 items
Builds a course from a topic or a pasted document
Short modules in plain language
Quiz questions written from the content, with editable answers
Estimated time on every module
Add your own videos, documents, and links
Assign by location or department, required or optional
Tracks progress like any other course
Rewrites a module in a different tone or reading level
Course Creator questions.
Yes. Paste or attach a procedure, a policy, or a manufacturer's guide and the course is built from that instead of from general knowledge.
Only if you tell them. A course is published under your workspace like any other, after you have reviewed it.
No. It writes the first draft in a minute. Your people decide what is right for your company and correct the rest.
Write the update once. Clearly.
Type what you mean in a few rough lines and AI Writing turns it into a clear announcement with a title, the right tone, and nothing missing. Translate it for the people who read in another language, then send.
AI Writing
✨
New announcement
To Warehouse and Receiving
AI Writing
Your notes
new dock procedure monday. all deliveries gate b now, spotters for reversing trucks no exceptions. questions to marcus
Make it clearFriendlyShorterSpanish
New loading dock procedure starts Monday
From Monday, all deliveries check in at Gate B. A spotter is required for every reversing vehicle, with no exceptions. Questions go to Marcus Lee.
Read it over, then send.
Send
From notes to a post
Half sentences become a finished update with a title, a clear ask, and the date.
The tone you choose
Friendly, direct, or formal. Make it shorter or longer with one tap.
Every language on the team
Translate an announcement or a chat message before you send it, so people read it in their own language.
What you can do.
AI Writing checklist8 items
Turns rough notes into a finished announcement
Suggests a title
Friendly, direct, or formal tone
Shorter or longer with one tap
Translation into the languages your team reads
Translates incoming chat messages on request
Points out a missing date, place, or ask
You edit and send; nothing goes out on its own
AI Writing questions.
No. It writes a draft in the editor. You read it, change what you like, and send it yourself.
Spanish, French, Portuguese, and most other languages your team reads. Ask us about a specific one.
No label is added. The announcement goes out from you, the same as any other.
Ask for the report. Get the breakdown.
Ask in plain language for hours, overtime, attendance, time off, or task completion and AI Reports builds the report: the numbers, a chart, and a breakdown by location, person, or week. Every figure comes from your own records, and you can open any number to see the entries behind it.
AI Reports
📊
Reports
AI Reports
Overtime by location last monthRun
46h
31h
22h
12h
7h
Overtime came to 118 hours in May, 14 more than April. Harbor Tower accounts for 46 of them, mostly on Friday closes.
Harbor Tower46h+9
Riverside Plaza31h+3
Westgate22hnew
Main office12h-2
Northside7h+4
Compared with AprilSend every Monday
Reports without a report builder
Type the question the way you would ask a colleague. No filters to set up and no columns to pick.
The breakdown, not just the total
Every report splits the figure by location, person, position, or week, and compares it with the period before.
Numbers you can trace
Each figure links to the time entries, shifts, or submissions behind it, so a manager can check any number in one tap.
What you can do.
AI Reports checklist9 items
Ask for any report in plain language
Hours, overtime, attendance, time off, forms, and tasks
Survey results by location and department, with the comments summed up
Breakdown by location, person, position, or week
A chart and a written summary with every report
Open any number to see the entries behind it
Compare with last week, last month, or last year
Save a report and have it sent every Monday
Export to CSV or PDF
AI Reports questions.
From your workspace's own records: the time clock, the schedule, forms, tasks, and time off. Nothing is estimated.
Only the roles you allow. Managers see their own team and locations; owners and admins see everything.
The figures are counted the same way a report builder would count them, so they match the records. The written summary is generated from those figures and shows them, so you can check every sentence against the numbers.
AI Boards
Tell it what next week needs. It builds the board.
Describe the work in plain language and AI Boards drafts the items, puts them in the right group, and assigns each one to the right person based on the task, their department, their skills, and how full their week already is. Every assignment comes with the reason. You review, adjust, and publish.
AI Boards
✅
Next week at Riverside we need to replace the lobby ceiling tiles, deep clean the parking garage stairwells, strip and wax the food court floor, inspect the fire extinguishers on levels 1 to 4, and put up welcome signage at both entrances. Add these to next week, assign each one to the right person, and set due dates before the June 14 reopening.
Drafted 5 items for next week and assigned each one. Review, adjust, then publish.
app.vantagewfm.com/boards
Riverside Plaza reopening
Operations board, 6 people, due June 14
3 automations
TableKanbanTimelineCalendar
This week
2 of 3 done
ItemOwnerStatusNotesDuePriority
Deep clean lobby and elevatorsMTDoneClient signed offJun 3High
Replace stairwell lightsLODoneBulbs arrived Jun 2Jun 4Urgent
Safety walkthrough with clientABWorking on itThursday at 2 PMJun 6High
Deep clean the parking garage stairwellsMLNot startedMarcus: Cleaning lead at RiversideJun 10Medium
Strip and wax the food court floorPSNot startedPriya: Floor tech, certified on the scrubberJun 11High
Inspect fire extinguishers on levels 1 to 4ABNot startedAisha: Site manager, does safety checksJun 12Urgent
Set up welcome signage at both entrancesDKNot startedDana: Front of house, lightest weekJun 13Medium
Assigned by department, skills, and this week's hours. Everyone stays under 40.
AdjustPublish
The right person, with the reason
Each item shows why that person: the department, a certification, or the lightest week. Change any assignment with one click.
It knows your board
It reads the groups, columns, and history you already have, so new items land in the right group with the columns your board uses.
Nothing goes out unreviewed
The draft sits on the board until you publish. Automations and notifications wait until you do.
What you can do.
AI Boards checklist8 items
Build a week, a phase, or a whole board from a sentence or a checklist
Assign by department, role, skills, and certifications on people's profiles
Balance the load across people and locations, with everyone's hours in view
Fill in due dates and priorities from what you asked for
A note on every item explaining the choice
Rebalance a week when someone is out or a due date moves
Turn a recurring checklist into next week's items on its own
Ask in plain language to move, split, or reassign items
AI Boards questions.
It matches each item to people by department, role, skills, and certifications on their profile, then by how full their week already is and where they work. The note on each item shows the reason, and you can change any assignment before publishing.
No. Items that need a certification only go to people who hold it. If nobody qualifies, the item stays unassigned with a note saying why.
Only when you ask it to. Building next week adds a draft. Rebalancing a week changes assignments and shows each change for you to accept or undo.
What you can do.
The details that make AI Automations work for your team.
AI Automations checklist26 items
A tree builder: triggers at the top, a + between every step, and If / else branches that each end on their own
Up to five triggers on one automation, each with filters on what it is about, matching all or any
Triggers from People, Scheduling, Time Clock, Time Off, Onboarding, Training, Documents, Tasks, Forms, Recognition, Support, and Recruiting
A no-show a set number of minutes into a shift, and a missed clock-out a set number of hours after it ends
Birthdays, work anniversaries, overdue courses, and documents that expire in a set number of days, at the hour you pick
On a schedule, every day, week, or month, once or once for each person who matches
Added by hand: enroll the people you pick from the automation
Actions: chat messages, notifications, announcements, tasks, courses, document requests, recognition, Find cover, opening a shift, deciding time off, approving clean timesheets, and support requests
Waits for a set time, until a time of day, before or after a shift, the time off, a first day, or a due date, or until something happens, with a time limit
If / else on any field the run knows, with a None branch when nothing matches
AI decides: a yes or no question about the run sends it down Yes or No
AI writes a message from what the run knows, for later steps to send as {{ai.text}}
AI does a request in plain words, planned across the tools, waiting for approval where your settings say
Fields in every message, like {{person.firstName}}, {{shift.start}}, and {{timeOff.dates}}
Build with AI: describe it in a sentence and AI draws a draft to check and publish
Templates for no-shows, open shifts, late arrivals, missed clock-outs, time off waiting, new hires, birthdays, anniversaries, renewals, overdue training, flagged checklists, clean timesheets, and strong applicants
Draft and Published, with every step checked before it can go live
Test: walks the tree for one person, skips the waits, and changes nothing
Enrollment history with each run step by step, and Execution logs of every step taken
Settings for each one: let people go through again, only act during set hours, and stop when the person leaves
Folders to group them, and a copy in one click
Runs use the access of whoever published it: their permissions and their locations
Pay, hours, and schedule steps ask first until an admin says otherwise, and any kind of step can be turned off
Who builds them is a power in Roles and access: admins by default, and the managers you choose
Ask AI: requests typed or spoken, photos and PDFs read, a plan to approve, and Undo where the tool allows it
A Monday brief for each manager on overtime, late clock-ins, missed checklists, and unanswered questions
An automation runs on its own every time its trigger happens, like every no-show or every license about to lapse. Ask AI is for one job right now: you say what needs doing, it shows the plan, and it does it once you approve.
Things that happen in the tools: someone joins, a birthday or work anniversary, a shift opens, a no-show, a clock-in, a missed clock-out, time off asked for, approved, or declined, a new hire added or finished with onboarding, a course assigned, finished, or overdue, a document expiring, a task overdue or done, a form submitted, someone recognized, a support request, an application, or a hire. It can also run on a schedule, or for people you enroll by hand.
Those of whoever published it last. A run can only do what that person could do themselves, at their locations. Building and publishing automations is its own power in Roles and access.
Messages, tasks, and most steps run on their own. Steps that touch pay, hours, or the schedule, like approving timesheets or deciding time off, wait for someone to approve them first. An admin can change that for each kind of step, or turn a kind off.
Yes. Test walks the tree for a person you pick, shows each step it would take, skips the waits, and changes nothing. An automation also cannot be published until every step is finished.
Four things: it drafts a whole automation from a sentence, writes a message from what the run knows, answers a yes or no question that picks the branch, and plans a request across the tools. A person checks the draft before it is published.
AI Automations is its own add-on for the people who run the team: $10 per person a month, paid on top of any plan. It includes AI Scheduling, Course Creator, AI Writing, AI Reports, and AI Boards. AI Chat Bot, with Voice Forms, is its own add-on at $3 per person a month, for everyone.
Works better together.
AI Automations is part of the AI hub. These tools share the same team, locations, and records.