Workflow designerComing soon
Approvals and follow-ups that run themselves.
Draw the steps a document goes through, add conditions and actions, and let the system move it along.
01What we are building
Workflow designer
01
Steps you can see
Boxes and arrows, like “Waiting for manager” to “Approved”.
02
Conditions and buttons
Move on when a rule matches or someone taps.
03
Actions
Set a field, lock a record, send a message.
04
Templates
Common approvals ready to switch on.
05
Test first
Try it as yourself before releasing it.
06
Full history
See every step a record went through.
Early access