Scope change requests arrive via multiple channels and are logged manually into spreadsheets, creating bottlenecks and lost requests. Manual assessment, document creation, and approval tracking consume significant time and introduce inconsistencies.
The automated version captures all incoming requests, assesses scope impact using project history, routes approvals to the right stakeholder, and updates timelines and budgets in real time. Teams stay aligned and audit trails remain complete.
The full workflow, from trigger to completion.
A scope change request is submitted via email,, or a web form. The automation platform detects the submission and extracts the key details: project name, requester, description, and estimated effort.
The automation creates a new change request record with the extracted details, including a unique ID, submission date, and status set to 'Pending Review'.
The automation reviews the request description and project history to estimate effort, cost, and timeline impact. It pulls relevant project data and to inform the assessment.
The automation sends a formatted change request summary to the designated project lead or account manager, with approval and rejection buttons embedded in the message.
The approver clicks 'Approve' or 'Reject'. If approved, the workflow continues. If rejected, a notification is sent to the requester and the request is closed.
The automation updates the project timeline and task list with the new scope, effort estimate, and adjusted deadline.
The automation appends a row to the change request log with the request ID, status, approval date, and impact summary for audit and reporting.
The automation sends a formatted notification email to the development team and client confirming the approved scope change, new timeline, and cost impact.
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