KanBo Roadmap & Emerging Modules
KanBo Robot (Automations)
Your zero-code automation engine — let the platform do repetitive work so people can focus on value.
Source: What Is KanBo Robot
What Is KanBo Robot
The KanBo Robot is a built-in workflow automation system that lets users create rules visually:
“When this happens → then do this.”
No code. No external connectors required.
How It Works
- Create a Rule – Use the Automation → Robot panel.
- Choose a Trigger – e.g., Card created, status changed, comment added, due date reached.
- Define Actions – Move, assign, tag, post comments, update fields, or call Power Automate flows.
- Activate and Monitor – The rule executes automatically whenever the trigger fires.
Example Scenarios
- Automatic Task Routing – When a support ticket card is created, assign it to the correct agent and add a checklist.
- Approval Workflow – When a card enters “Ready for Review,” assign reviewers and send notifications.
- Deadline Reminders – On due-date arrival, post a comment or escalate ownership.
- Status-Driven Transitions – When “Fixed,” move the card to “QA Testing” and tag with “Verify.”
Business Impact
- Reduce manual updates and human errors.
- Enforce consistent workflows and compliance rules.
- Accelerate handoffs and shorten cycle times.
- Empower business users to automate without IT.
Current Status
The Robot module is available in controlled preview for selected customers.
Next steps include:
Central automation repository for re-usable rule sets.
Advanced trigger chaining (“if…then…else”).
Integration with KanBo MCP for AI-driven action suggestions.
