Workflow Automations
AtlasOS provides standard workflow templates designed for common CIPC operations. Workflows are spawned from entity profiles and auto-generate structured task checklists assigned to your secretarial team.
Standard CIPC Workflow Templates
| Template | Trigger | Tasks Generated |
|---|---|---|
| New Company Registration | Manual (from entity creation) | Reserve name → File CoR 14.1 → Upload MOI → Confirm CIPC registration → Issue share certificates |
| Director Amendment (COR39) | Director change in Company Registers | Prepare COR39 → Collect director consent → Submit to CIPC → Upload confirmation |
| Name Change | Manual | Apply to CIPC → Receive approval → Update MOI → Update entity record |
| Address Amendment | Address change in Company Registers | Prepare amendment → Submit to CIPC → Upload confirmation → Update entity record |
| Annual Return Filing | Auto-triggered from compliance obligation | Compile AR data → Review → Submit via CIPC portal → Upload receipt → Mark as Filed |
| BO Filing | Auto-triggered from BO compliance obligation | Collect BO declarations → Review registers → Submit to CIPC → Upload receipt |
How Workflows Work
- Launch — Start a workflow from any entity profile via Actions → Launch Workflow
- Auto-assign — Tasks are assigned to configured team members based on their role
- Work through steps — Each task has a due date, owner, and checklist
- Status tracking — Workflow progress is visible on the entity's profile card
- Compliance link — Certain workflows auto-update the linked compliance obligation when the final step is completed
Custom Workflows
Create custom workflow templates in Settings → Workflow Templates:
- Define any number of steps with task names, descriptions, and default assignees
- Set due date offsets relative to the workflow trigger date (e.g. T+3, T+7)
- Link workflows to specific compliance obligation types for auto-triggering
Task Workflow Stages
Each task within a workflow follows the standard compliance workflow:
Pending → Preparation → Internal Review → Client Approval → Filing → Payment Pending → Closed
Related Pages
- Statutory Deadlines — Compliance obligations that trigger workflows
- Company Registers — Director and address changes that trigger COR39 workflows