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Solutions/Functions/Operations and process improvement/Maintenance and facilities/Preventive maintenance

AI workflows for preventive maintenance.

Planning maintenance before things break, from the calendar and maintenance windows to the repair history that shows what to change.

Who does this work

  • Maintenance planner
  • Maintenance manager
  • Reliability engineer

2 workflow templates ready to adapt, and 5 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified
  1. Find recurring repairs on the same asset
  2. Prepare a preventive maintenance plan
  3. Draft the planned maintenance calendarIllustrative
  4. Find gaps in equipment service recordsIllustrative
  5. Prepare a planned maintenance windowIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Find recurring repairs on the same assetBrings repeated work orders, recorded downtime or interruptions and missing inspection records together by asset or area so the recurring repair is visible.Workflow templatePrepare a preventive maintenance planRanks equipment by failure cost and sets an approach, task intervals, spares and measures for each asset from maker guidance and failure history.Workflow template
Draft the planned maintenance calendarBuilds the next period's maintenance calendar from service tasks, dates and vendor contacts, flagging missing inspection evidence.Illustrative · not built yet
Find gaps in equipment service recordsCompares the equipment register with service history and the approved maintenance schedule to show missing service reports, repeated work and overdue reviews.Illustrative · not built yet
Prepare a planned maintenance windowLinks the jobs due in a planned outage or service window to parts, crews, equipment availability, dependencies and conflicts with other work.Illustrative · not built yet

Workflow templates

Preventive maintenance planFor one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.Workflow templateRecurring repair service historyWhen repeated maintenance keeps disturbing guests, the facilities manager gets one brief by equipment and room area: repeated work orders, confirmed service interruptions and missing inspection records side by side. It finds no cause and orders no work.Workflow template

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Tell us the preventive maintenance work you need and the team that does it, and we build the workflow with you from your own procedures.

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Reading for operations and process improvement

  • ArticleStart with your teams: the first five workflows each one should practiseStart your AI plan with teams, not every role: about five suggested workflows per team, repeatable or ad hoc, roles next, and a first month.Read
  • ArticleFrom a documented process to a workflow your team runs every weekFor companies that run on an operating system with documented core processes: add inputs, decisions, checks and a job aid to one documented process, then review it in the meetings you already hold.Read
  • GuideProgrammatic AI workflows: your procedures, built to runA business guide to programmatic AI workflows: five patterns, examples across nine departments, security, testing and where to start with your existing AI.Read

Where to go next

All of maintenance and facilitiesThe broader area this belongs to, with its workflows.All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within maintenance and facilities

  • Field service

Other areas of operations and process improvement

  • AI adoption
  • Deadline and case tracking
  • Intake and handoffs
  • Manufacturing operations
  • Operational reporting
  • Process improvement and SOPs
  • Risk, incidents and continuity
  • Scheduling and dispatch
  • Writing procedures and checklists

Operations and process improvement workflow templates by industry

  • Law firms
  • Logistics and trade
  • Manufacturing
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