Trace a request from start to finish.
Begin with the real work, the people involved and a clear definition of what a useful outcome would be.
Workflow Automation
Keep important work moving.
Find the handoffs that turn a straightforward request into a waiting game. Connect the context and next action while preserving the decisions that need a person.
Start a conversationSHAPE A USEFUL FIRST STEP
The right questions.
A considered beginning.
Connect repeatable steps.
Confirm the information, connections and permissions needed to support this part of the workflow.
Design a useful human handoff.
Use representative examples to test the approach with the people who will own and operate it.
THE ROUTING
Every request,
on the right route.
Requests arrive on the left, cross the workflow and leave by the route its rules decide. Choose a rule to watch the traffic re-route.
- Repeatable stepsSystem
- Manager decisionA person
- Finance approvalA person
- System ownerA person
Routine requests. Repeatable steps run on their own, with the context attached.
- New starter request goes to Repeatable steps
- Purchase request goes to Manager decision
- Access request goes to Repeatable steps
PART OF A CONSIDERED WHOLE
Connected through Builder.
A studio for turning the way your business works into agents, applications and connected workflows. Design visually. Go deeper with code.
A starting point for discovery. Specific capabilities, integrations and deployment requirements are agreed with your team.