NewOrbit view now shows every workflow at a glance. Read the release notes

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Features for every stage of a recurring process.

Map how the work really runs, automate the steps that do not need a person, keep decisions moving and measure the result. Each feature works on its own, and better together.

Process maps that match reality.

Lay out a process step by step and attach each step to the tool where it happens. As runs start, the map fills with live counts, so the picture stays true.

Used forInvoice approvalContract reviewNew hire setup

  • Start from a templateTemplates for finance, revenue, people and IT processes, ready to adjust.
  • Mark who actsEach step is automatic or handled by a person, so hand-offs are visible.
  • Counts on every stepSee how many runs are at each step right now, and which are past target.
Invoice approvalFinance team, sample data
  1. Invoice receivedAutomaticEmail inbox
  2. Details extractedAutomaticOrrery
  3. Budget checkAutomaticAccounting
  4. Manager approvalPersonTeam chat9 waiting
  5. Finance approvalPersonTeam chat25 waiting
  6. Scheduled for paymentAutomaticAccounting

Automations in plain language.

Rules read like sentences: when something happens, if a condition is true, then do this. No scripts to maintain, and each rule shows how often it ran.

  • Conditions on any fieldAmounts, teams, dates, values from any connected tool.
  • Branches and parallel stepsSend a run down different paths, or ask two people at once.
  • Preview before switching onSee which past runs a new rule would have changed.

Used forBudget checksAccess rules

Rule: large invoicesOn
WhenA new invoice arrives in Email inbox
IfAmountis more than$5,000.00
ThenAdd Finance approvalNotify #finance-approvals
OtherwiseGo to Scheduled for payment

Approvals where people already work.

Approvers get a card in team chat or email with the details they need to decide. One click records the decision on the run and moves it on.

  • No seat needed to approveApprovers do not need an Orrery account.
  • Reminders and escalationNudge after a set time, then hand over to a deputy.
  • Delegation when awayApprovals go to a stand-in while someone is on leave.

Used forInvoicesDiscountsLeave requests

#finance-approvalsTeam chat

Orrery9:41

Approval needed for invoice INV-2214.

Fenwick Paper Co.
Amount
$3,240.00
Budget
Office supplies, 72% used
Requested by
Carmen Ruiz
ApproveRejectOpen in Orrery

A clear queue for exceptions.

When a run cannot continue, because of a missing order number or an approver who is away, it moves to one queue with the reason and an owner. Fix it there and the run carries on.

  • Reason on every itemNo digging through threads to find out what went wrong.
  • Owners and assignmentRoute exceptions to a person or a team, with a target time.
  • Resume where it stoppedFix the data and the run continues from the same step.

Used forRefundsPurchase orders

Exceptions4 open, oldest first
INV-2109

Amount differs from the purchase orderAssigned to Priya Raman, 2 h ago

Exception
ACC-4377

Resource owner is away: no approverAssigned to IT on-call, 5 h ago

Exception
REF-1630

Order number not foundAssigned to Support leads, 1 d ago

Exception
HIRE-1129

Start date changed after accounts were createdAssigned to People team, 1 d ago

Exception

Insights that show where time goes.

Every run records when each step started, waited and finished. Orrery turns that into cycle time, waiting time and trends, per workflow and per step.

  • Orbit viewEvery run in progress on one picture, grouped by step.
  • Waiting and working timeSplit per step, so you know what to change.
  • Before and afterCompare periods when you change a rule or a step.

Try it in the interactive demo

Invoice approval: completed per weekSample data

Last 13 weeks

Invoice approval: time per stepLast 30 days, sample data
  1. Invoice received27 min
  2. Details extracted15 min
  3. Budget check49 min
  4. Manager approval8 h 38 min
  5. Finance approval19 h
  6. Scheduled for payment1 h 15 min
WaitingWorking

Administration and control.

What admins need to run Orrery across several teams.

  • Roles and permissions

    Decide who can build, change, run or only view each workflow.

  • Audit trail on every run

    Each step, decision and change is recorded with who did it and when.

  • Versioned workflows

    Edit a copy, compare it with the live version and publish when ready.

  • Sandbox workspace

    Try new rules on test data before they touch real requests.

  • Single sign-on

    Let people sign in with your identity provider (SAML).

  • Data export

    Export runs and step timings as CSV, or read them through the API.

See your own process in the Orbit view.

Bring one recurring process to a walkthrough, or start a trial and map it yourself.

Start free trial Book a walkthrough