Build an approval workflow
Create triggers, owners, decision steps and escalation rules.
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Automation
Build reliable workflows, approvals and notifications.
Automation
Guides for confident setup and day-to-day use
Use these focused articles to configure the platform cleanly and keep work moving.
Open Guide
Route requests automatically
Send new work to the right team using conditions and ownership rules.
Create notifications
Keep stakeholders updated without relying on manual follow-ups.
Review automation history
Track every automated action and troubleshoot exceptions clearly.
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Get a tailored walkthrough for your setup
Bring your process, team structure and questions. We will show you the most practical configuration.
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Turn guidance into a working system
Apply the guide in a controlled workspace, test it with real users and connect the result to live reporting.
Configure
Set the structure, ownership and permission rules that support the workflow.
Validate
Test the complete experience with sample data before rolling it out broadly.
Improve
Use activity and reporting data to refine the process after launch.