Automation
Remove manual work from innovation management
Automation in Accept Mission allows teams to automate routine actions such as routing ideas, assigning owners, or moving initiatives through innovation funnels. Using rule-based logic with triggers, conditions, and actions, the platform can automatically respond to changes across ideas, funnels, campaigns, and projects. This helps organizations scale innovation processes, maintain governance, and ensure ideas follow the right workflow from submission to portfolio execution.
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Why automation matters
As innovation programs scale, manual coordination becomes difficult. Automation helps teams manage large idea volumes, maintain governance, and ensure initiatives follow the correct process without constant manual oversight.
Without automation
- Teams manually move ideas between stages
- Ownership and responsibilities are assigned late
- High idea volume creates operational overhead
- Innovation processes become difficult to scale
With automation
- Ideas are automatically routed and prioritized
- Owners and stakeholders are assigned instantly
- Innovation funnels progress based on defined rules
- Processes scale without increasing manual work
What you get with automation
Automation helps teams reduce manual work across innovation processes by automatically routing ideas, assigning ownership, triggering actions, and supporting governance as initiatives move forward.
- Rule-based automation with triggers, conditions, and actions
- Automatic routing of ideas to the right funnel or lane
- Owner assignment, notifications, tags, and task creation
- Support for governance with transparent rule execution and control
- Scalable workflows across idea collection, idea management, and project portfolio management

Who it’s for
Primarily designed for innovation teams responsible for structure, decisions, and measurable progress. Secondarily for organizational stakeholders who guide strategy, allocate resources, and evaluate results.
Innovation Managers
Own the innovation process and require full visibility across funnels, governance, decisions, and portfolio impact.
Innovation Leaders
Align innovation with strategy and need clear portfolio steering based on value, risk, and evidence.
Innovation Specialists
Execute initiatives and need structured workflows for intake, validation, evaluation, and next-step clarity.
Strategy & Transformation Teams
Ensure innovation supports strategic priorities and require transparency into progress and expected outcomes.
Portfolio, PMO & Governance
Oversee decision frameworks and resource allocation, requiring structured criteria and stage visibility.
Business & Product Leaders
Make implementation decisions and need clarity on ownership, business cases, risks, and expected impact.
AI enhances automation
AI helps teams design and manage automation rules more intelligently. Instead of manually configuring complex workflows, teams receive suggestions that improve routing, prioritization, and governance across innovation processes.
AI Capabilities
- Suggestions for automation rules based on workflow patterns
- Smart routing recommendations for incoming ideas
- AI-supported prioritization signals from idea data
- Detection of stalled ideas or delayed decision stages
- Automatic summaries of rule activity and outcomes
- Recommendations for improving funnel governance
- Context-aware notifications for responsible stakeholders
- Support for optimizing automation over time
Impact
- Faster configuration of automation workflows
- Better routing and prioritization of innovation initiatives
- Improved governance across funnels and evaluation stages
- Reduced manual monitoring of innovation processes
- Higher transparency into rule activity and outcomes
- More scalable innovation operations as idea volume grows
Key features for automations
Rule-based automation
Automate innovation workflows with configurable rules
Automation rules allow teams to automatically respond to changes in ideas, funnels, and projects without manual intervention.
- Trigger actions when ideas are created, updated, or move through funnels
- Apply conditions based on scores, tags, categories, or strategy domains
- Automatically assign owners or notify stakeholders
- Maintain consistent workflows across innovation processes

Automatic idea routing
Ensure ideas reach the right evaluation process
The idea router automatically directs new ideas to the most relevant funnel based on defined rules and metadata.
- Route ideas based on keywords, categories, or strategy domains
- Connect ideas with the right evaluation team immediately
- Reduce manual sorting and triage of submissions
- Improve speed and accuracy of idea intake

Workflow automation across funnels
Keep innovation processes moving automatically
Automation can trigger actions when ideas progress through evaluation stages or when project status changes.
- Move ideas between lanes or funnels automatically
- Trigger tasks when evaluation steps require follow-up
- Notify stakeholders when important changes occur
- Maintain consistent process execution across funnels

Governance and transparency
Maintain control over automated innovation processes
Automation rules remain fully transparent so teams can monitor activity and adjust workflows as processes evolve.
- Enable or disable automation rules as needed
- Monitor rule execution and activity logs
- Maintain clear governance across innovation workflows
- Scale innovation processes without increasing manual effort

Product Tour: Platform foundation
Build innovation on a strong and scalable foundation. Connect collaboration through Microsoft 365 integration, use AI assistants to support decisions and reduce manual effort, and connect reporting and enterprise systems through Power BI connector and APIs.
Microsoft 365 integration
Connect innovation workflows with Microsoft Teams and Microsoft 365 so collaboration, communication, and execution stay aligned with daily work.
AI assistants
Strengthen decision-making, automation, and content support with AI that works across modules and stages of the innovation process.
Power BI connector and APIs
Connect innovation data with reporting tools and external systems to improve visibility, integration, and enterprise level flexibility.
Explore the full Platform foundation tour
See how Microsoft 365 integration, AI assistants, and Power BI connector and APIs work together to create a scalable, connected, and intelligent platform foundation.
Ready to see it live?
A short walkthrough that shows how structure, transparency, and dashboards make progress visible and decisions easier.

See Accept Mission in action
Run your innovations with structure and transparency. In a short demo, see how idea management, project portfolio management, and idea collecting connect to funnels, scorecards, and dashboards so progress stays visible and decisions get easier.
- Structured funnels
- Transparent scoring
- Dashboards for progress
What you will see
- Idea collecting that feeds a structured funnel
- Transparent evaluation with scorecards and clear decisions
- Portfolio views and dashboards for leadership reporting




