Workflows
Give recurring work a path you can follow.
From a starting point to an outcome you can inspect.
Choose how the work starts
Start manually, on a configured schedule or from an incoming webhook. Pick the entry point the process actually needs.
From a starting point to an outcome you can inspect.
Start manually, on a configured schedule or from an incoming webhook. Pick the entry point the process actually needs.
A process is clearer when its inputs are explicit.
Give each step the information it needs, and keep the execution visible to the people maintaining the process.
Named tasks
Select the tasks that exist in the workspace.
Step inputs
Bind the read output to the document task input.
Repeated steps
Inspect the outcomes for each supplied document.
Execution history
Read the failure detail before deciding on another run.
One engine, two very different processes.
Start with your unit of work and the tasks your workspace exposes. These examples illustrate configurations to review with your team.
An event team prepares its documents
The input is an event: date, venue and guest count. A document task receives that event identifier. Review the resulting document before sharing it with the client.
A service team prepares a weekly review
The input is a reporting period. A scheduled process gathers the records needed for a review. The team decides what action follows from the result.
Read the process before you run it.
The editor brings the task sequence and its configuration into one place. Select a step to inspect its inputs, then use execution history to examine a run.
Connect the work through the tasks in your workspace.
A workflow uses the actions its workspace exposes. Start with the records and documents your process already uses, then confirm the available task for each hand-off.
Tasks into documents
Pass the result to the next task when your document workflow provides it.
Tasks into documentsTriggers & Actions
Connect a defined event or schedule to explicit business actions.
Approval Flows
Route a decision to the right reviewers and retain the approval outcome.
Approval Flows
Route a decision to the right reviewers and retain the approval outcome.
Runs, Exceptions & Retries
Runs, Exceptions & Retries
Inspect execution outcomes, investigate failures and control subsequent retries.
Runs, Exceptions & Retries
Inspect execution outcomes, investigate failures and control subsequent retries.
Questions about Workflows
Yes. Begin with a single process and the tasks available in your workspace. Confirm the required configuration with your team before relying on it operationally.
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