Workflow Builder

Automate approvals and processes with visual logic.

Design multi-step workflows with conditions, SLAs, and notifications. Route tasks across Finance, HR, Sales, Projects, and custom forms while keeping audit trails.

No-code design, reusable templates, and AI suggestions make it fast to enforce policies and keep processes moving.

View core workflows Talk to an automation expert

What you get

Visual automation that respects your data, roles, and audit requirements.

Visual designer

Drag steps, conditions, approvals, and notifications with clear paths and branches.

Rules & SLAs

Set thresholds, timeouts, escalations, and multi-level approvals by role or amount.

Cross-module actions

Create records, update statuses, and trigger tasks across Finance, HR, Sales, Projects, and Inventory.

Monitoring & audit

See queue status, bottlenecks, and SLA breaches; retain full action logs for audit.

Core workflows

Automate approvals, data updates, and notifications with guardrails.

Design flow

- Pick triggers from forms or module events.
- Add steps, branches, and conditions visually.

Approvals & tasks

- Route to roles, amounts, or risk levels.
- Set SLAs, reminders, and escalations.

Data actions

- Create or update records in any module.
- Call webhooks or APIs when needed.

Notify & inform

- Email, SMS, and in-app notifications.
- Include context and linked documents.

Monitor & optimize

- Track SLAs, queue time, and completion rates.
- Identify bottlenecks and re-balance steps.

Audit & security

- Full history of actions and payloads.
- Access controlled by role and module permissions.

Want approvals that move fast but stay controlled?

Build and monitor workflows that enforce policy, reduce delays, and keep every action auditable.

Book a workflow demo See how workflows orchestrate modules