Production Scheduling & Planning

Keep your shop floor moving by automatically generating and adjusting production schedules as orders, inventory, and capacity change.

22 hrs
Time saved/month
9
Companies have mapped
Map This Automation

About This Automation

Production scheduling requires planners to manually review orders, check inventory, calculate demand, and model capacity constraints across multiple spreadsheets and systems. This fragmented approach creates delays, errors, and frequent schedule adjustments that disrupt production flow.

Automation consolidates order data, inventory levels, and capacity constraints into a single intelligent workflow. The system calculates demand, identifies bottlenecks, optimizes shift assignments, and communicates the final schedule to the team automatically.

Key features
Automatically pull open sales orders and current inventory levels from your order and ERP systems
Calculate net production demand per product line with safety stock and lead-time buffers applied
Model machine availability and labour capacity to identify scheduling conflicts before they occur
Assign staff to shifts and production lines while balancing workload and minimizing overtime
Distribute the finalized schedule to supervisors and team members with one-click communication
Log completed schedules directly to your production tracking system as work orders

How The Automation Works

The full workflow, from trigger to completion.

1. New orders or inventory change detectedtrigger

Automation monitors sales order system and inventory levels. Triggers when new orders arrive or stock falls below threshold.

2. Fetch orders and inventory data

Automation pulls open orders and current stock levels. Compiles demand forecast.

3. Calculates production demand

The automation reviews orders, inventory, and safety stock rules. Calculates net production requirement per product line.

4. Models capacity and constraints

The automation checks machine availability, labour capacity, and material lead times. Flags any infeasible dates and suggests alternatives.

5. Builds optimized shift roster

The automation assigns staff to shifts and production lines based on skill, availability, and workload balance. Minimizes overtime.

6. Post schedule

Automation writes the final schedule to a shared workbook for team review and real-time visibility.

7. Notify team

Automation sends a message to production supervisors and shift leads with the schedule, priority items, and any constraints.

8. Create work orders

Automation generates work orders for each production line and due date, ready for execution.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
22hrs/month
Process pain:8.2/10
Mapped by:9 Companies

Map this to your business to get your exact numbers.

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