Module 2 · Workflow builder

Workflow Builder

Process owners build procedures without code. The builder checks the logic as you go, so nothing reaches the people doing the work with a dead end or a missing answer.

Edit a sample procedure Talk to us

Example

Checks that catch broken logic

Before a draft can be submitted, the builder flags decisions without enough answers, answers without labels, steps with no next step and steps nobody can reach.

  1. Form Add a decision: “Within 30 days?”
  2. Exception Check: “No” answer has no next stepSubmit is blocked until fixed
  3. Step Connect “No” to “Escalate to a team lead”
  4. Outcome No problems found: ready for review

How it works

Building a procedure

  1. 01

    Start a draft

    Edit a copy while everyone keeps following the approved version.

  2. 02

    Add steps and decisions

    Choose a type for each step and connect where it leads.

  3. 03

    Fix what the checks find

    Dead ends, unlabelled answers and unreachable steps are listed live.

  4. 04

    Submit for review

    An approver compares the draft with the live version.

Capabilities

What’s included

Each item is marked with its real status. “In the demo” works today in the public Studio demo, which runs in your browser with sample data. “Planned” is on the roadmap and not available yet.

Editing

  • Step, decision, note, linked-procedure and end stepsIn the demo
  • Checklists and exceptions per stepIn the demo
  • Live preview of the process mapIn the demo
  • Drag-and-drop visual canvasPlanned
  • Form, approval and integration nodesPlanned
  • Properties panel on the canvasPlanned

Quality

  • Validation of dead ends and unreachable stepsIn the demo
  • Reusable sub-proceduresIn the demo
  • Templates for common workflowsPlanned
  • Test mode with sample inputsPlanned
  • Publish and version controlsIn the demo

In the demo works today in the public Studio demo (runs in your browser, sample data)In development being built now, not yet availablePlanned on the roadmap, not available yet

Related

Works together with

See it working on a sample procedure.

The Studio demo runs in your browser with sample data. No account needed.

Open Studio Explore the platform