Workflow Automation Guide
Workflow Automation Guide
Design and implement sophisticated automated business processes using BigLedger’s comprehensive automation tools. Perfect for DevOps engineers, process automation experts, and workflow designers.
ℹ️
Event-Driven Automation: BigLedger’s automation framework is built around events, webhooks, and intelligent workflow orchestration that can handle complex business logic and approval processes.
Automation Overview
BigLedger provides multiple automation mechanisms:
- Webhook-Triggered Workflows: React to business events in real-time
- Scheduled Operations: Time-based automation for reports, backups, and maintenance
- Business Rule Engine: Automated decision making and approval workflows
- Batch Processing: Handle large-scale data operations efficiently
- Integration Automation: Sync data between BigLedger and external systems
Event-Driven Workflows
Setting Up Webhook-Based Automation
// workflow-manager.js
const express = require('express');
const { WorkflowEngine } = require('@bigledger/workflow-sdk');
const { BigLedgerClient } = require('@bigledger/sdk');
class AutomationManager {
constructor() {
this.workflowEngine = new WorkflowEngine({
apiKey: process.env.BIGLEDGER_API_KEY,
companyId: process.env.BIGLEDGER_COMPANY_ID
});
this.bigledger = new BigLedgerClient({
apiKey: process.env.BIGLEDGER_API_KEY,
companyId: process.env.BIGLEDGER_COMPANY_ID
});
}
async setupWebhookHandlers() {
// Invoice automation workflows
this.workflowEngine.on('invoice.created', this.handleInvoiceCreated.bind(this));
this.workflowEngine.on('invoice.overdue', this.handleOverdueInvoice.bind(this));
this.workflowEngine.on('payment.received', this.handlePaymentReceived.bind(this));
// Inventory automation workflows
this.workflowEngine.on('inventory.low_stock', this.handleLowStock.bind(this));
this.workflowEngine.on('inventory.out_of_stock', this.handleOutOfStock.bind(this));
// Purchase automation workflows
this.workflowEngine.on('purchase_order.approved', this.handlePurchaseOrderApproved.bind(this));
this.workflowEngine.on('bill.received', this.handleBillReceived.bind(this));
}
async handleInvoiceCreated(event) {
const invoice = event.data.object;
// Start automated invoice processing workflow
await this.workflowEngine.startWorkflow('invoice-processing', {
invoiceId: invoice.id,
customerId: invoice.customerId,
amount: invoice.total,
priority: invoice.total > 10000 ? 'high' : 'normal'
});
}
async handleOverdueInvoice(event) {
const invoice = event.data.object;
// Start automated dunning process
await this.workflowEngine.startWorkflow('dunning-process', {
invoiceId: invoice.id,
customerId: invoice.customerId,
overdueAmount: invoice.amountDue,
overdueDays: invoice.overdueDays
});
}
}
Complex Workflow Example: Invoice Processing
// workflows/invoice-processing.js
class InvoiceProcessingWorkflow {
constructor(workflowContext) {
this.context = workflowContext;
this.bigledger = workflowContext.bigledger;
}
async execute() {
const { invoiceId, customerId, amount, priority } = this.context.input;
try {
// Step 1: Validate invoice data
await this.validateInvoiceData(invoiceId);
// Step 2: Check customer credit limit
const creditCheck = await this.checkCustomerCredit(customerId, amount);
// Step 3: Apply business rules
const businessRules = await this.applyBusinessRules(invoiceId, creditCheck);
// Step 4: Generate e-invoice if required
if (businessRules.requiresEInvoice) {
await this.generateEInvoice(invoiceId);
}
// Step 5: Send invoice to customer
await this.sendInvoiceToCustomer(invoiceId, businessRules.deliveryMethod);
// Step 6: Schedule follow-up actions
await this.scheduleFollowUpActions(invoiceId, businessRules);
// Step 7: Update CRM and analytics
await this.updateCRMAndAnalytics(customerId, invoiceId);
return { status: 'completed', invoiceId, actions: businessRules.actions };
} catch (error) {
// Handle errors and trigger remediation workflows
await this.handleWorkflowError(error, invoiceId);
throw error;
}
}
async validateInvoiceData(invoiceId) {
const invoice = await this.bigledger.invoices.get(invoiceId);
const validations = [
{ field: 'items', check: (inv) => inv.items && inv.items.length > 0 },
{ field: 'customer', check: (inv) => inv.customerId },
{ field: 'total', check: (inv) => inv.total > 0 },
{ field: 'dueDate', check: (inv) => inv.dueDate }
];
const errors = validations
.filter(v => !v.check(invoice))
.map(v => `Missing or invalid: ${v.field}`);
if (errors.length > 0) {
throw new ValidationError(`Invoice validation failed: ${errors.join(', ')}`);
}
}
async checkCustomerCredit(customerId, amount) {
const customer = await this.bigledger.customers.get(customerId);
const outstandingBalance = await this.bigledger.customers.getOutstandingBalance(customerId);
return {
creditLimit: customer.creditLimit,
currentBalance: outstandingBalance.total,
newBalance: outstandingBalance.total + amount,
withinLimit: (outstandingBalance.total + amount) <= customer.creditLimit,
riskLevel: this.calculateRiskLevel(customer, outstandingBalance.total + amount)
};
}
async applyBusinessRules(invoiceId, creditCheck) {
const invoice = await this.bigledger.invoices.get(invoiceId);
const customer = await this.bigledger.customers.get(invoice.customerId);
const rules = {
requiresEInvoice: customer.country === 'MY' && invoice.total >= 100,
requiresApproval: creditCheck.riskLevel === 'high' || invoice.total > 50000,
deliveryMethod: customer.preferences?.invoiceDelivery || 'email',
paymentTerms: this.calculatePaymentTerms(customer, creditCheck),
actions: []
};
// Apply conditional logic
if (!creditCheck.withinLimit) {
rules.requiresApproval = true;
rules.actions.push({
type: 'credit_limit_exceeded_notification',
recipients: ['credit_manager@company.com'],
data: { customerId: customer.id, exceedAmount: creditCheck.newBalance - creditCheck.creditLimit }
});
}
if (invoice.total > 25000) {
rules.actions.push({
type: 'high_value_invoice_notification',
recipients: ['finance_director@company.com'],
data: { invoiceId, amount: invoice.total }
});
}
return rules;
}
async generateEInvoice(invoiceId) {
try {
const einvoice = await this.bigledger.einvoice.create({
invoiceId,
format: 'PEPPOL_UBL',
autoSubmit: true
});
// Monitor e-invoice status
await this.context.scheduleTask('monitor-einvoice-status', {
einvoiceId: einvoice.id,
maxAttempts: 10,
intervalMinutes: 5
});
return einvoice;
} catch (error) {
// Handle e-invoice generation errors
await this.context.createTask('einvoice-manual-review', {
invoiceId,
error: error.message,
assignee: 'compliance_team'
});
throw error;
}
}
async sendInvoiceToCustomer(invoiceId, deliveryMethod) {
const methods = {
email: () => this.sendInvoiceByEmail(invoiceId),
portal: () => this.publishToCustomerPortal(invoiceId),
api: () => this.sendViaCustomerAPI(invoiceId),
postal: () => this.schedulePostalDelivery(invoiceId)
};
if (methods[deliveryMethod]) {
await methods[deliveryMethod]();
} else {
// Default to email
await this.sendInvoiceByEmail(invoiceId);
}
}
async scheduleFollowUpActions(invoiceId, businessRules) {
const invoice = await this.bigledger.invoices.get(invoiceId);
// Schedule payment reminder
const reminderDate = new Date(invoice.dueDate);
reminderDate.setDate(reminderDate.getDate() - 3); // 3 days before due
await this.context.scheduleWorkflow('payment-reminder', {
invoiceId,
customerId: invoice.customerId
}, reminderDate);
// Schedule overdue follow-up
const overdueDate = new Date(invoice.dueDate);
overdueDate.setDate(overdueDate.getDate() + 1); // 1 day after due
await this.context.scheduleWorkflow('overdue-follow-up', {
invoiceId,
customerId: invoice.customerId
}, overdueDate);
}
}
Business Rule Engine
Defining Business Rules
// business-rules/invoice-rules.js
const { RuleEngine } = require('@bigledger/workflow-sdk');
class InvoiceBusinessRules extends RuleEngine {
constructor() {
super();
this.defineRules();
}
defineRules() {
// Rule: High-value invoice approval
this.addRule('high-value-approval', {
when: (facts) => facts.invoice.total > 50000,
then: (facts, actions) => {
actions.requireApproval({
approvers: ['finance_director', 'ceo'],
reason: 'High value invoice requires executive approval'
});
}
});
// Rule: New customer credit check
this.addRule('new-customer-credit-check', {
when: (facts) => facts.customer.isNew && facts.invoice.total > 5000,
then: (facts, actions) => {
actions.requireCreditCheck({
customerId: facts.customer.id,
requestedAmount: facts.invoice.total
});
}
});
// Rule: Multi-currency invoice validation
this.addRule('multi-currency-validation', {
when: (facts) => facts.invoice.currency !== facts.company.baseCurrency,
then: (facts, actions) => {
actions.validateExchangeRate({
fromCurrency: facts.invoice.currency,
toCurrency: facts.company.baseCurrency,
amount: facts.invoice.total,
date: facts.invoice.invoiceDate
});
}
});
// Rule: Automatic discount application
this.addRule('volume-discount', {
when: (facts) => facts.customer.tier === 'premium' && facts.invoice.total > 10000,
then: (facts, actions) => {
actions.applyDiscount({
type: 'percentage',
value: 5,
reason: 'Premium customer volume discount'
});
}
});
// Rule: Tax validation
this.addRule('tax-validation', {
when: (facts) => facts.invoice.items.some(item => !item.taxCode),
then: (facts, actions) => {
actions.flagForTaxReview({
invoiceId: facts.invoice.id,
reason: 'Missing tax codes on line items'
});
}
});
}
async executeRules(invoiceData) {
const facts = await this.prepareFacts(invoiceData);
const results = await this.run(facts);
return {
rules_applied: results.events.map(e => e.type),
actions_required: results.events.map(e => e.params),
approval_required: results.events.some(e => e.type === 'requireApproval'),
warnings: results.events.filter(e => e.type.includes('warning')),
errors: results.events.filter(e => e.type.includes('error'))
};
}
async prepareFacts(invoiceData) {
const invoice = await this.bigledger.invoices.get(invoiceData.invoiceId);
const customer = await this.bigledger.customers.get(invoice.customerId);
const company = await this.bigledger.company.get();
return {
invoice: {
...invoice,
isNew: !invoice.invoiceNumber,
age: Math.floor((Date.now() - new Date(invoice.createdAt)) / (1000 * 60 * 60 * 24))
},
customer: {
...customer,
isNew: customer.createdAt > Date.now() - (30 * 24 * 60 * 60 * 1000), // 30 days
outstandingBalance: await this.getCustomerBalance(customer.id)
},
company
};
}
}
Scheduled Automation
Automated Report Generation
// schedulers/report-scheduler.js
const cron = require('node-cron');
const { ReportGenerator } = require('@bigledger/reporting-sdk');
class AutomatedReportScheduler {
constructor() {
this.reportGenerator = new ReportGenerator({
apiKey: process.env.BIGLEDGER_API_KEY,
companyId: process.env.BIGLEDGER_COMPANY_ID
});
}
start() {
// Daily reports
cron.schedule('0 9 * * 1-5', () => {
this.generateDailyReports();
}, { timezone: 'Asia/Kuala_Lumpur' });
// Weekly reports
cron.schedule('0 10 * * 1', () => {
this.generateWeeklyReports();
});
// Monthly reports
cron.schedule('0 9 1 * *', () => {
this.generateMonthlyReports();
});
// End-of-quarter reports
cron.schedule('0 8 1 1,4,7,10 *', () => {
this.generateQuarterlyReports();
});
}
async generateDailyReports() {
const yesterday = new Date();
yesterday.setDate(yesterday.getDate() - 1);
const reports = [
{
name: 'Daily Sales Summary',
type: 'sales_summary',
dateRange: { from: yesterday, to: yesterday },
recipients: ['sales@company.com', 'management@company.com']
},
{
name: 'Cash Flow Report',
type: 'cash_flow',
dateRange: { from: yesterday, to: yesterday },
recipients: ['finance@company.com']
},
{
name: 'Outstanding Invoices',
type: 'aged_receivables',
asOfDate: yesterday,
recipients: ['accounts@company.com']
}
];
for (const reportConfig of reports) {
try {
await this.generateAndDistributeReport(reportConfig);
} catch (error) {
console.error(`Failed to generate ${reportConfig.name}:`, error);
await this.notifyReportFailure(reportConfig, error);
}
}
}
async generateWeeklyReports() {
const lastWeek = this.getLastWeekRange();
const reports = [
{
name: 'Weekly Financial Summary',
type: 'financial_summary',
dateRange: lastWeek,
recipients: ['ceo@company.com', 'cfo@company.com'],
format: 'pdf'
},
{
name: 'Inventory Movement Report',
type: 'inventory_movement',
dateRange: lastWeek,
recipients: ['warehouse@company.com', 'purchasing@company.com']
},
{
name: 'Customer Payment Analysis',
type: 'payment_analysis',
dateRange: lastWeek,
recipients: ['credit_control@company.com']
}
];
await this.processReportsInBatch(reports);
}
async generateAndDistributeReport(config) {
// Generate the report
const report = await this.reportGenerator.generate({
type: config.type,
parameters: {
dateRange: config.dateRange,
asOfDate: config.asOfDate,
format: config.format || 'pdf',
includeCharts: true,
includeComparisons: true
}
});
// Add executive summary for management reports
if (config.recipients.some(email => email.includes('ceo') || email.includes('management'))) {
report.executiveSummary = await this.generateExecutiveSummary(report);
}
// Distribute via email
await this.distributeReport(report, config.recipients, config.name);
// Store in document management system
await this.archiveReport(report, config);
// Log the generation
console.log(`✅ Generated and distributed: ${config.name}`);
}
}
Automated Maintenance Tasks
// maintenance/automated-maintenance.js
class AutomatedMaintenanceTasks {
constructor() {
this.bigledger = new BigLedgerClient({
apiKey: process.env.BIGLEDGER_API_KEY,
companyId: process.env.BIGLEDGER_COMPANY_ID
});
}
startMaintenanceTasks() {
// Daily cleanup tasks
cron.schedule('0 2 * * *', () => {
this.runDailyMaintenance();
});
// Weekly optimization tasks
cron.schedule('0 3 * * 0', () => {
this.runWeeklyMaintenance();
});
// Monthly archival tasks
cron.schedule('0 4 1 * *', () => {
this.runMonthlyMaintenance();
});
}
async runDailyMaintenance() {
const tasks = [
{ name: 'Clean temporary files', fn: () => this.cleanTemporaryFiles() },
{ name: 'Update exchange rates', fn: () => this.updateExchangeRates() },
{ name: 'Process pending e-invoices', fn: () => this.processPendingEInvoices() },
{ name: 'Check system health', fn: () => this.performHealthCheck() },
{ name: 'Backup critical data', fn: () => this.backupCriticalData() }
];
await this.executeMaintenance('Daily', tasks);
}
async runWeeklyMaintenance() {
const tasks = [
{ name: 'Optimize database indexes', fn: () => this.optimizeDatabase() },
{ name: 'Archive old audit logs', fn: () => this.archiveAuditLogs() },
{ name: 'Update currency rates history', fn: () => this.updateCurrencyHistory() },
{ name: 'Clean up expired sessions', fn: () => this.cleanExpiredSessions() },
{ name: 'Generate performance reports', fn: () => this.generatePerformanceReports() }
];
await this.executeMaintenance('Weekly', tasks);
}
async runMonthlyMaintenance() {
const tasks = [
{ name: 'Archive completed transactions', fn: () => this.archiveTransactions() },
{ name: 'Update customer risk scores', fn: () => this.updateRiskScores() },
{ name: 'Cleanup old document versions', fn: () => this.cleanupDocumentVersions() },
{ name: 'Generate monthly compliance report', fn: () => this.generateComplianceReport() }
];
await this.executeMaintenance('Monthly', tasks);
}
async executeMaintenance(type, tasks) {
const startTime = Date.now();
const results = [];
console.log(`🔧 Starting ${type.toLowerCase()} maintenance tasks...`);
for (const task of tasks) {
const taskStart = Date.now();
try {
await task.fn();
const duration = Date.now() - taskStart;
results.push({ name: task.name, status: 'success', duration });
console.log(`✅ ${task.name} completed in ${duration}ms`);
} catch (error) {
const duration = Date.now() - taskStart;
results.push({ name: task.name, status: 'failed', duration, error: error.message });
console.error(`❌ ${task.name} failed:`, error.message);
}
}
const totalDuration = Date.now() - startTime;
const summary = {
type,
totalDuration,
tasksCompleted: results.filter(r => r.status === 'success').length,
tasksFailed: results.filter(r => r.status === 'failed').length,
results
};
// Send maintenance report
await this.sendMaintenanceReport(summary);
console.log(`🏁 ${type} maintenance completed in ${totalDuration}ms`);
}
}
Integration Automation
Third-Party System Synchronization
// integrations/sync-manager.js
class IntegrationSyncManager {
constructor() {
this.bigledger = new BigLedgerClient({
apiKey: process.env.BIGLEDGER_API_KEY,
companyId: process.env.BIGLEDGER_COMPANY_ID
});
this.integrations = {
shopify: new ShopifyIntegration(),
stripe: new StripeIntegration(),
quickbooks: new QuickBooksIntegration(),
warehouse: new WarehouseIntegration()
};
}
startSyncProcesses() {
// Real-time sync via webhooks
this.setupWebhookSync();
// Scheduled batch sync
this.setupBatchSync();
// Error recovery sync
this.setupErrorRecovery();
}
setupWebhookSync() {
// Shopify order sync
this.bigledger.webhooks.on('sales_order.created', async (event) => {
await this.syncOrderToShopify(event.data.object);
});
// Inventory sync
this.bigledger.webhooks.on('inventory.adjustment', async (event) => {
await this.syncInventoryToAllPlatforms(event.data.object);
});
// Payment sync
this.bigledger.webhooks.on('payment.received', async (event) => {
await this.syncPaymentToAccounting(event.data.object);
});
}
setupBatchSync() {
// Hourly customer sync
cron.schedule('0 * * * *', () => {
this.syncCustomersFromAllPlatforms();
});
// Daily product sync
cron.schedule('0 6 * * *', () => {
this.syncProductsToAllPlatforms();
});
// Daily financial sync
cron.schedule('0 23 * * *', () => {
this.syncFinancialDataToAccounting();
});
}
async syncOrderToShopify(order) {
try {
const shopifyOrder = await this.transformOrderForShopify(order);
// Create or update order in Shopify
const result = await this.integrations.shopify.orders.upsert(shopifyOrder);
// Update BigLedger with Shopify order ID
await this.bigledger.salesOrders.update(order.id, {
externalReferences: {
shopify: result.id
}
});
// Sync inventory levels
await this.syncInventoryToShopify(order.items);
console.log(`✅ Order ${order.orderNumber} synced to Shopify`);
} catch (error) {
console.error(`❌ Failed to sync order ${order.id} to Shopify:`, error);
await this.queueRetrySync('shopify', 'order', order.id, error);
}
}
async syncInventoryToAllPlatforms(inventoryItem) {
const syncTasks = Object.entries(this.integrations).map(async ([platform, integration]) => {
try {
if (integration.inventory && integration.inventory.updateStock) {
await integration.inventory.updateStock({
sku: inventoryItem.sku,
quantity: inventoryItem.currentStock,
location: inventoryItem.location
});
console.log(`✅ Inventory synced to ${platform}: ${inventoryItem.sku}`);
}
} catch (error) {
console.error(`❌ Failed to sync inventory to ${platform}:`, error);
await this.queueRetrySync(platform, 'inventory', inventoryItem.id, error);
}
});
await Promise.allSettled(syncTasks);
}
async setupErrorRecovery() {
// Process failed sync queue every 15 minutes
cron.schedule('*/15 * * * *', () => {
this.processFailedSyncQueue();
});
}
async processFailedSyncQueue() {
const failedSyncs = await this.getFailedSyncs();
for (const sync of failedSyncs) {
if (sync.retryCount < 5) {
try {
await this.retrySyncOperation(sync);
await this.markSyncAsSuccessful(sync.id);
console.log(`✅ Retry successful for ${sync.platform} ${sync.type}`);
} catch (error) {
await this.incrementRetryCount(sync.id);
console.error(`❌ Retry failed for ${sync.platform} ${sync.type}:`, error);
}
} else {
// Mark as permanently failed and notify administrators
await this.markSyncAsFailedPermanently(sync.id);
await this.notifyAdministrators(sync);
}
}
}
}
Approval Workflows
Multi-Stage Approval Process
// workflows/approval-workflow.js
class ApprovalWorkflow {
constructor(workflowContext) {
this.context = workflowContext;
this.bigledger = workflowContext.bigledger;
}
async execute() {
const { entityType, entityId, approvalType, requestedBy } = this.context.input;
try {
// Get approval configuration
const approvalConfig = await this.getApprovalConfig(entityType, approvalType);
// Create approval request
const approvalRequest = await this.createApprovalRequest({
entityType,
entityId,
approvalType,
requestedBy,
approvers: approvalConfig.approvers,
rules: approvalConfig.rules
});
// Start approval process
return await this.processApproval(approvalRequest, approvalConfig);
} catch (error) {
await this.handleApprovalError(error);
throw error;
}
}
async getApprovalConfig(entityType, approvalType) {
const configs = {
'purchase_order': {
'standard': {
approvers: [
{ role: 'department_manager', required: true, order: 1 },
{ role: 'finance_manager', required: true, order: 2 }
],
rules: {
maxAmount: 10000,
timeoutHours: 48
}
},
'high_value': {
approvers: [
{ role: 'department_manager', required: true, order: 1 },
{ role: 'finance_manager', required: true, order: 2 },
{ role: 'cfo', required: true, order: 3 },
{ role: 'ceo', required: false, order: 4 }
],
rules: {
minAmount: 10000,
timeoutHours: 72
}
}
},
'expense_report': {
'standard': {
approvers: [
{ role: 'line_manager', required: true, order: 1 }
],
rules: {
maxAmount: 1000,
timeoutHours: 24
}
},
'high_value': {
approvers: [
{ role: 'line_manager', required: true, order: 1 },
{ role: 'finance_manager', required: true, order: 2 }
],
rules: {
minAmount: 1000,
timeoutHours: 48
}
}
}
};
return configs[entityType]?.[approvalType] || configs[entityType]?.['standard'];
}
async processApproval(approvalRequest, config) {
const approvers = config.approvers.sort((a, b) => a.order - b.order);
for (const approver of approvers) {
if (approver.required) {
// Send approval notification
await this.sendApprovalNotification(approvalRequest, approver);
// Wait for approval with timeout
const approval = await this.waitForApproval(
approvalRequest.id,
approver.role,
config.rules.timeoutHours
);
if (approval.status === 'approved') {
await this.recordApproval(approvalRequest.id, approver.role, approval);
} else if (approval.status === 'rejected') {
await this.recordRejection(approvalRequest.id, approver.role, approval);
return { status: 'rejected', rejectedBy: approver.role, reason: approval.reason };
} else {
// Timeout occurred
return { status: 'timeout', approver: approver.role };
}
}
}
// All required approvals received
await this.finalizeApproval(approvalRequest.id);
return { status: 'approved' };
}
async sendApprovalNotification(approvalRequest, approver) {
const users = await this.getUsersByRole(approver.role);
for (const user of users) {
// Send email notification
await this.sendEmail({
to: user.email,
subject: `Approval Required: ${approvalRequest.entityType} ${approvalRequest.entityId}`,
template: 'approval-request',
data: {
approvalRequest,
approver: user,
approvalLink: `${process.env.APPROVAL_PORTAL_URL}/approve/${approvalRequest.id}`,
timeoutHours: approver.timeoutHours
}
});
// Send in-app notification
await this.bigledger.notifications.create({
userId: user.id,
type: 'approval_request',
title: 'Approval Required',
message: `${approvalRequest.entityType} requires your approval`,
data: { approvalRequestId: approvalRequest.id }
});
}
}
async waitForApproval(approvalRequestId, approverRole, timeoutHours) {
return new Promise((resolve) => {
const timeout = setTimeout(() => {
resolve({ status: 'timeout' });
}, timeoutHours * 60 * 60 * 1000);
// Listen for approval webhook
this.context.onWebhook(`approval.${approvalRequestId}.${approverRole}`, (event) => {
clearTimeout(timeout);
resolve(event.data);
});
// Also check periodically in case webhook fails
const checkInterval = setInterval(async () => {
const approval = await this.checkApprovalStatus(approvalRequestId, approverRole);
if (approval) {
clearTimeout(timeout);
clearInterval(checkInterval);
resolve(approval);
}
}, 5 * 60 * 1000); // Check every 5 minutes
});
}
}
Monitoring and Analytics
Workflow Performance Monitoring
// monitoring/workflow-monitor.js
class WorkflowMonitor {
constructor() {
this.metrics = {
workflowsStarted: new Counter('workflows_started_total', ['workflow_type', 'status']),
workflowDuration: new Histogram('workflow_duration_seconds', ['workflow_type']),
workflowErrors: new Counter('workflow_errors_total', ['workflow_type', 'error_type']),
activeWorkflows: new Gauge('active_workflows', ['workflow_type'])
};
}
startMonitoring() {
// Monitor workflow health
setInterval(() => {
this.checkWorkflowHealth();
}, 60000); // Every minute
// Generate workflow analytics
cron.schedule('0 * * * *', () => {
this.generateWorkflowAnalytics();
});
// Alert on workflow failures
this.setupFailureAlerts();
}
async trackWorkflowStart(workflowType, workflowId) {
this.metrics.workflowsStarted.inc({ workflow_type: workflowType, status: 'started' });
this.metrics.activeWorkflows.inc({ workflow_type: workflowType });
await this.recordWorkflowEvent({
workflowId,
workflowType,
event: 'started',
timestamp: new Date(),
metadata: {}
});
}
async trackWorkflowCompletion(workflowType, workflowId, duration, status) {
this.metrics.workflowsStarted.inc({ workflow_type: workflowType, status });
this.metrics.workflowDuration.observe({ workflow_type: workflowType }, duration);
this.metrics.activeWorkflows.dec({ workflow_type: workflowType });
await this.recordWorkflowEvent({
workflowId,
workflowType,
event: 'completed',
status,
duration,
timestamp: new Date()
});
}
async trackWorkflowError(workflowType, workflowId, error) {
this.metrics.workflowErrors.inc({
workflow_type: workflowType,
error_type: error.constructor.name
});
await this.recordWorkflowEvent({
workflowId,
workflowType,
event: 'error',
error: {
name: error.name,
message: error.message,
stack: error.stack
},
timestamp: new Date()
});
// Send alert for critical errors
if (this.isCriticalError(error)) {
await this.sendCriticalErrorAlert(workflowType, workflowId, error);
}
}
async generateWorkflowAnalytics() {
const analytics = {
hourly: await this.getHourlyWorkflowStats(),
daily: await this.getDailyWorkflowStats(),
weekly: await this.getWeeklyWorkflowStats(),
performance: await this.getPerformanceMetrics(),
errors: await this.getErrorAnalytics()
};
// Store analytics
await this.storeAnalytics(analytics);
// Generate insights
const insights = await this.generateInsights(analytics);
// Send analytics report
await this.sendAnalyticsReport(analytics, insights);
}
async generateInsights(analytics) {
const insights = [];
// Performance insights
if (analytics.performance.averageDuration > analytics.performance.baseline * 1.5) {
insights.push({
type: 'performance_degradation',
severity: 'warning',
message: 'Workflow performance has degraded by 50% compared to baseline',
recommendation: 'Investigate resource constraints and optimize bottlenecks'
});
}
// Error rate insights
if (analytics.errors.errorRate > 5) {
insights.push({
type: 'high_error_rate',
severity: 'critical',
message: `Error rate is ${analytics.errors.errorRate}%, above 5% threshold`,
recommendation: 'Investigate common error patterns and implement fixes'
});
}
// Volume insights
const volumeChange = analytics.daily.today.volume / analytics.daily.yesterday.volume;
if (volumeChange > 2) {
insights.push({
type: 'volume_spike',
severity: 'info',
message: `Workflow volume increased ${Math.round(volumeChange * 100)}% from yesterday`,
recommendation: 'Monitor system resources and scaling requirements'
});
}
return insights;
}
}
This comprehensive automation framework enables sophisticated business process automation, from simple webhook-triggered actions to complex multi-stage approval workflows. The monitoring and analytics capabilities ensure your automations run reliably and efficiently at scale.