Workflows & AI agent
Approvals and automation, drawn as a flow
Build approval chains in a visual builder, add conditions and actions, and let the organization’s AI agent answer questions and propose changes for you to review.
What you can do
A visual builder
Drag steps, connect them, tidy the layout, undo and redo, with problems listed before you save.
Approvals and conditions
Route by amount, by whether an amount is present or by the requester’s role.
Actions that do the work
Record a transaction in Finance or post to the feed when a request is approved.
Ready-made presets
Start from a preset by subject and adapt it instead of drawing from scratch.
An AI agent for the team
Ask about your data, upload files, and review every change it proposes before anything is applied.
Three steps from start to result
- 1Step 1
Design the flow
Pick a preset or draw your own stages and rules.
- 2Step 2
People submit requests
Each request follows the path and shows where it waits.
- 3Step 3
Approve and act
Approvers decide and actions run on their own.
Made for people like you
See how different audiences and teams put it to work.