Workflow Automation Designer

Visual workflow design uses governed building blocks where business rules run before AI decisions.

Trigger

Step 1

Starts workflow from business events, schedules, API calls, or user action.

Invoice received, supplier risk changed, close blocker created

Condition

Step 2

Checks structured logic before taking action.

Amount threshold, status, confidence, role, due date

Business Rule

Step 3

Applies authoritative enterprise policy before AI reasoning.

SOX, approval matrix, supplier governance, tenant policy

AI Decision

Step 4

Explains, recommends, classifies, summarizes, or predicts within allowed policies.

Recommend GL code, explain exception, predict late payment

Approval

Step 5

Requires human approval where policy demands it.

Controller approval, treasury approval, security approval

Action

Step 6

Executes controlled steps after rules and approvals pass.

Create task, hold invoice, notify owner, update status

Notification

Step 7

Sends governed communication to the right audience.

Approval request, reminder, escalation, executive briefing

Audit

Step 8

Records evidence, decision path, policy result, AI explanation, and user action.

Complete audit trail and version history

Enterprise Automation Builder

Create, edit, version, enable, disable, clone, and archive governed enterprise automations.

AP duplicate risk review

Finance

Active

Invoice received

Duplicate probability > 70%

Place payment hold and notify AP owner

SOX duplicate payment rule

4 versions

Supplier compliance chase

Procurement

Active

Supplier missing documentation

W-9, banking, or compliance status incomplete

Notify supplier owner and create task

Supplier onboarding policy

3 versions

Renewal risk briefing

Customer

Draft

Renewal health decreases

ARR impact above threshold

Create customer recovery brief

Revenue governance

2 versions

Workforce capacity alert

HR

Awaiting Approval

Capacity above target

Utilization > 90%

Escalate to HR and Operations

Workforce privacy rule

1 version

Delivery dependency escalation

Operations

Active

Dependency SLA breach

Critical blocker aging over SLA

Create collaborative decision

Operations escalation policy

5 versions

Executive morning brief

Cross-Cloud

Active

Start of business day

Critical risk or opportunity exists

Generate executive AI brief

Executive evidence policy

6 versions