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Documentation License

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Pneumatic: All Workflows all the Time

Pneumatic is an open-source SaaS workflow management system designed to streamline and organize workflows in businesses of any size. Originally developed as a cloud-based platform, Pneumatic empowers teams by enabling them to set up, run, and optimize workflows collaboratively, tracking each stage as tasks move from team to team.

📺 Product Overview (< 5 min)

Key Features

Workflow Templates: Create custom workflow templates and reuse them for repetitive processes. Templates define a series of steps that can be used across multiple workflows.

Screenshot 2024-11-28 at 2 01 39 PM

Multi-Workflow Management: Once templates are set, create multiple workflows from each template and run them in parallel, adapting them as needed.

Screenshot 2024-11-28 at 2 02 11 PM

Task Buckets for Staff: Pneumatic focuses on individual task management, giving each staff member their own bucket of tasks. Staffers can complete tasks efficiently by emptying their buckets one by one.

Screenshot 2024-11-28 at 2 03 08 PM

Automated Workflow Tracking: With automated tracking, Pneumatic provides real-time insight into each workflow’s stage and automates handoffs between teams as tasks progress from step to step.

Screenshot 2024-11-28 at 2 03 31 PM

Find out more about how Pneumatic works by watching our video presentations:

📺 Getting Started with Workflow Templates (< 5 min)

📺 Working with Workflows (< 5 min)

📺 Working with Tasks (< 5 min)

📺 Information Flow via Data Fields (< 5 min)

Integrations

As a cloud native solution Pneumatic easily integrates with other SaaS systems, either directly through its public API or via third party integration solutions like Zapier

Documentation

For more in-depth treatment of Pneumatic's features consult the support center: Pneumatic Support Center

Getting Started

You can grab your own copy of Pneumatic by cloning this repository and self-hosting it on your machine/instance. Here's a quick start guide:

Prerequisites

  • Operating System: Linux(Ubuntu/Debian), macOS or Windows(install and run at your own risk)
  • Git (optional, if you want to clone the repository)
  • Docker version 2.27 or above
  • Docker compose version 27.0 or above
  • At least 8GB of RAM
  • At least 50GB of diskspace
  • Ports 80, 443, and 8001 must be open and not in use by any other process(like apache or nginx)

Get the files

You can either clone the repository using git like so

git clone https://github.com/pneumaticapp/pneumaticworkflow.git

or, you can simply download the project's master folder and unzip it

Edit the configuration files if necessary

If you want to be accessing Pneumatic over the Internet and the machine you plan to be running it on has an external IP address/domain name, you need to edit the project.env, frontend.env, and backend.env files.

In the backend.env file, add your machine's external address(IP or domain name) to these lines:

 ALLOWED_HOSTS=pneumatic-nginx localhost:8000 your-address:8000
 CORS_ORIGIN_WHITELIST=http://localhost:8000 http://your-address:8000

In the frontend.env, replace all references to localhost with references to your machine's address. Specifically, you need to edit these lines:

 BACKEND_URL=http://your-address:8001/          
 WSS_URL=ws://your-address:8001/                
 FORM_DOMAIN=form.your-address                 

And last, but not least, in the project.env, you also want to replace all references to localhost with your address:

 BACKEND_URL=http://your-address:8001
 FRONTEND_URL=http://your-address
 FORMS_URL=http://form.your-address
 WSS_URL=ws://your-address:8001
 BACKEND_DOMAIN=your-address
 FRONTEND_DOMAIN=your-address

In backend.env you need to add your machine's address, whereas in frontend.env and project.env you can just find-and-replace localhost with your machine's addresss.

Note that in this context, your machine's address can be your domain name or the IP address of your server.

Run Pneumatic

To run Pneumatic cd into the project's directory and run the command

docker compose up -d

This will run it in detached mode, if you want to see what's happening omit the -d flag.

Alternatively, you can run the Pneumatic containers from Docker Desktop.

Note, that the way it's currently configured, Pneumatic's frontend takes a while to get up and running. But you can almost immediately check that your backend is up by going to http://your-address:8001/admin

Open Pneumatic and register a free account

Once the containers are up and running go to http://your-server-address (http://localhost if you're connecting from the same machine) in your browser, register a free account and you're good to go.

License

This project is licensed under the Apache License, Version 2.0 - see the LICENSE file for details.

Copyright 2024 Pneumatic Software, Inc.

Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at

    http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.