Way We Do automation for SOP approvals and policy updates
Automate SOP approvals, policy updates, and procedure reviews so teams always work from one current source of truth.
Connect Way We Do with 2200+ apps
Ready to use Way We Do automations
Triggers and Actions in Way We Do Automations
viaSocket makes it simple to connect Way We Do and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Action is the task that follows automatically within your Way We Do integrations.
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
Real-world use cases of Way We Do integrations
See how Way We Do integrates with popular apps to automate tasks and streamline your workflow.
Notify Slack when a Way We Do SOP is approved for rollout.
Send Gmail reminders when policy reviews are overdue in Way We Do.
Create HubSpot tasks when a sales procedure changes in Way We Do.
Record QuickBooks audit notes when approval records close in Way We Do.
Update your CRM when a customer process document is approved in Way We Do.
Export spreadsheet rows when a procedure owner revises a policy in Way We Do.
How to get started with Way We Do automations
Automate when something happens in Way We Do
Login -> Create new flow -> Select trigger -> Search Way We Do -> Choose the trigger from the list
Take action in Way We Do when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Way We Do -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
You can trigger tasks, approvals, notifications, and data updates whenever Way We Do procedures start, progress, or finish. For example, starting a procedure can create tasks in your project tool, update a CRM record, send onboarding emails, or log activity in spreadsheets and dashboards.
No. viaSocket is built for non-technical teams. You choose a trigger from Way We Do, pick the apps you want to connect, and define the actions using simple step-by-step settings, without coding.
viaSocket lets you plug AI into your Way We Do workflows. As SOPs run, AI can summarize checklists, draft reports and incident logs, review text for risks or missing details, and suggest next steps, all triggered automatically from procedure activity in Way We Do.
Yes. viaSocket can link Way We Do with common CRMs, HR platforms, ticketing systems, and accounting tools, so SOP events can update records, open tickets, start onboarding, or create finance tasks automatically.
Teams typically see higher SOP compliance, faster onboarding, fewer manual follow-ups, clearer accountability, and better reporting on process performance, which leads to smoother operations and more consistent customer and employee experiences.
About Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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