Workflow automation software for work that happens on site.

Draw the flow once on a canvas — a trigger, a question, a branch, a wait — and Cerqa runs it every time, on every site, without anyone remembering to.

One flow, drawn once

Automations are not only about tasks. A flow can branch on an answer, wait, notify people, and log every run — tasks are simply one of the things it can do.

TriggerA damage report is submittedFlows also start from a new hire, a published shift, a schedule or a form of your choice.
BranchHow severe is it?The flow reads the answer given in the form and takes the matching path.
High
TaskSecure the areaAssigned to the site lead, with its own checklist of three steps.
NotifyAlert the managerA notification lands on the phone with the report attached.
Low
WaitPause 24 hoursHold the flow for hours or days before the next step runs.
TaskAdd to the repair listQueued for the weekly round instead of interrupting the shift.

Every run is recorded — which path it took, what it created and who was notified.

Automations

What Cerqa workflow automation does

Visual canvas

Drag steps around, connect them and see the whole flow at a glance — no formulas, no code.

Triggers beyond tasks

Start from a submitted form, a new hire, a shift, a schedule or a recurring time.

Branch on an answer

Split the flow by what somebody answered, so one automation covers every case.

Waits and delays

Pause for hours or days between steps, then continue on its own.

Notifications

Send the right person a notification without opening a chat or writing an email.

Run log you can audit

Every run stores the path taken and the result of each step, and never repeats an action on a retry.

Automation is more than creating tasks

Creating a task is one step among several. A flow can ask a question, follow different branches, wait, notify a manager, and only then create work — or create nothing at all if the answer says so. That is why automations live on their own canvas instead of hiding inside the task list.

The routine runs itself

Incident escalation, onboarding steps for a new hire, weekly site rounds, follow-up after an inspection: the sequences your managers repeat every week become a flow you draw once. Nobody has to remember it, and nothing depends on the one person who usually chases it.

Safe to trust

Each step is claimed before it runs, so a retry can never create the same task twice. Draft flows are saved without validation; before a flow can be turned on, Cerqa flags every step that is missing something right on the canvas.

Privacy & works councils

Questions for any vendor — our answers.

Before you commit to any workforce software, get these points in writing — from us and from every other vendor. Our answers are below; we go deeper in the demo.

  • Data processing agreement:Is there a written processing agreement covering your employee data?

    Yes. We provide a DPA under Art. 28 GDPR and sign it with you before your team starts using the app.

  • Where data lives:In which region is the data stored and processed?

    Hosting and database run on Supabase. The exact region and the sub-processor list are set out in writing in the DPA — not only on request.

  • Employee representation:Which settings can be configured to fit your works council or staff agreement (location sharing, reporting)?

    Location sharing is opt-in per person — refuse it and clock-ins still record, just without coordinates. Reporting and access scope can be restricted per role. The contested points are settings you negotiate concretely in a works agreement.

  • Deletion & export:How is data deleted, and how do you export everything if you switch tools?

    Time and absence records stay for the legal retention period, then are deleted. All core and time data exports as CSV/Excel — you take your data with you when you switch.

Cerqa at a glance

  • Visual canvas with triggers, branches, waits, tasks and notifications
  • Branch by the answer given in a form
  • Tasks created with their own checklist and assignee
  • Notifications to the right person automatically
  • Full run log, with no duplicated actions on retries
FAQ

Frequently asked questions

Is automation only for tasks?

No. A flow can branch, wait, notify people and log the run. Creating a task is one of several steps.

Do I need technical knowledge?

No. You place steps on a canvas and connect them; each step is configured with plain fields.

What triggers a flow?

A submitted form, a new hire, a shift, a schedule or a recurring time.

Can I test before turning it on?

Yes. A dry run shows which path the flow would take without creating anything, and incomplete steps are highlighted on the canvas.