Work permits: requests, conflict checks and approvals on autopilot

The scenario takes permit requests from a form, checks them against active permits, routes them to a supervisor for approval and watches the expiry clock. You get a live register instead of a paper stack.

  • Every request lands in the shared register instantly — nothing gets lost
  • Overlaps in place, time and work type are caught before the crew shows up
  • Approval happens over email — the supervisor needs no extra tool
  • A reminder 30 minutes before expiry and a notice when it runs out
Google SheetsWebhook
Set it upScriptera

How it works

To pass leads from compass to SendGrid automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: On Workflow Error
  2. Then: Slack – Send Error Alert1
  3. Check: Route on Supervisor Decision
  4. If yes: Update Permit Log – Approved
  5. Then: Generate Permit HTML Document
  6. Then: Email Approved Permit to Worker
  7. If no: Update Permit Log – Rejected
  8. Starts when: Expiry Scheduler (Every 15 min)
  9. Then: Fetch Approved Permits from Register
  10. Then: Evaluate Permit Expiry Status
  11. Check: Route on Expiry or 30-min Reminder
  12. If yes: Send Permit Expiry Notification
  13. If no: Send 30-min Expiry Reminder
  14. Starts when: Work Permit Form
  15. Then: Log Permit Submission to Sheet
  16. Then: Fetch Active Permits for Conflict Check
  17. Then: Aggregate Active Permits
  18. Then: GPT-4o Permit Conflict Check
  19. Then: Parse GPT Conflict Response
  20. Check: Conflict Detected?
  21. If yes: Send Conflict Block Email to Worker
  22. If no: Prepare Approval Data1
  23. Then: Send Approval Request to Supervisor

You can launch this compass + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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