The reality of incident reporting today
Incident reporting is critical for safety and compliance, but the process is often broken:
Reports come in through multiple channels in different formats
Someone manually enters data into the incident tracking system
Routing to the right manager is inconsistent
Investigation tracking happens in spreadsheets and email
How this flow looks in Triform
In this setup, a simple form or shared inbox becomes the single front door for all incident reports. Triform standardizes each report, categorizes severity, routes to the right manager, tracks investigation progress, and maintains compliance-ready dashboards.
Integrations used in this flow
Google Forms
Route form responses intelligently, enrich submissions with CRM data, and trigger multi-step workflows.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Notion
Extract tasks from meeting notes, sync project status across tools, and generate reports as Notion pages.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Industries
Safety reporting that doesn't slip through the cracks
Every incident is captured, categorized, and tracked consistently. Your EHS team focuses on prevention, not paperwork. This means:
- Complete audit trail for regulatory compliance
- Real-time visibility into safety performance
- Faster investigation closure and trend identification
From scattered reports to unified safety management
Set up intake channels (forms, email)
Configure incident types and severity criteria
Define routing rules by location and type
Build investigation templates and dashboards