Workflows
Design, run, and track multi-step business processes — approvals, deadlines, and automated notifications, no code required.
Get started with Workflows4 guides
Create your first workflow and learn the Flow Builder canvas.
10·1Workflows Quick Start: Build Your First Workflow in 10 MinutesHow to create a new workflow from scratch, add your first nodes on the visual canvas, connect them into a simple process, and…10·2Manage Workflows in Flow BuilderHow to browse workflows by Workspace and Application, search and filter the complete workflow library, understand each workflow…10·31Create or Duplicate a WorkflowHow to choose where a workflow belongs, create its metadata, avoid a duplicate name, copy an existing workflow, understand its…10·3Flow Builder: Canvas, Toolbar, and Node PaletteHow to use the current canvas, every visible toolbar control, the Basic and Logic palettes, variables, and layout tools.
Triggers — how a workflow starts3 guides
The ways a process can be launched: manually, by webhook, or by email.
10·4Start Node: Current Trigger TypesThe five trigger choices currently visible in the Start node and when to use each one.10·28Webhook Trigger: Launching Workflows from External Systems via APIHow to configure the Webhook trigger on a workflow, find and copy the generated endpoint URL, define a payload schema…10·33Email Trigger NodeHow to start a workflow from email or wait for a matching email in the middle of a workflow.
Build steps & logic9 guides
Tasks, approvals, deadlines, routing, parallelism, variables, and the node catalogue.
10·5Designing Task Steps: Assignment, Priority, Task Forms, Actions, and Document UploadHow to configure a Task node so that the right person receives it, can enter structured values, knows exactly what decision to…10·35Task Forms: Collect Structured Input Inside a Human TaskHow to turn a Task node into a form, use Allowed Actions as the form buttons, route each response, and use the collected values…10·6Multi-Level and Batch Approvals: Approval For Each and Row-Level DecisionsHow to configure a Task node for bulk row-level approvals where each data item in a table receives its own individual decision…10·7Deadline Management: Setting Due Dates, Reminders, Escalation, and ExpirationHow to configure due dates, automated reminder emails, escalation rules, and expiration actions on a Task node so that no task…10·11Routing Logic: If/Else Conditions, Conditional Branches, and Expression BuilderHow to add decision points to a workflow that send each instance down the right path based on actual data values — using both…10·12Split, Merge, Foreach, and LoopHow current parallel paths, list iteration, and retry loops differ and how to configure each one.10·13Pause / Delay Node: Fixed Durations, Specific Dates, and Variable-Based DelaysHow to add a timed waiting period to a workflow so that the next step does not start until a specific amount of time has passed…10·10Using Workflow Variables and Merge Tags in Emails and ConditionsWhat workflow variables are, where they come from, how to find them in the Variable Panel, and how to use them as merge tags in…10·34Current Flow Builder Node CatalogueThis is the completeness checklist for the current Flow Builder palette.
Email & notifications4 guides
Send email from a workflow, reuse templates, and schedule reminders.
10·8Configure the Email NodeHow to write the message, choose sending mailboxes and recipients, attach workflow or static files, generate submission PDFs, and…10·9Reuse Email Templates in Flow BuilderHow to start an Email node from a saved template, save a new template, update the template you loaded, and manage templates from…10·18Reminder Scheduler Node: Automating Date-Based Email RemindersHow to add a Reminder Scheduler node to a workflow, connect it to a data source, configure reminder offsets, write the email…10·36Wait for a Matching Email Inside a Running WorkflowHow to pause an active Workflow until a matching email arrives, choose reliable matching rules, expose message values to later…
Advanced & integration nodes6 guides
AI agents, the AI builder, Python, database queries, documents, and reports.
10·14AI Agent Node: Prompts, Model Selection, Structured Output, and Confidence-Based RoutingHow to add an AI Agent node to a workflow, write effective prompts, select a model, define structured or free-form output, and…10·30AI BuilderHow to build or revise the canvas through chat while reviewing every proposed change before it is applied.10·15Python Script Node (Administrators): Run Custom Logic with File I/OHow to add a Script node to a workflow, write Python code that reads files and workflow data, define output files and variables…10·16DB Query Node: Reading Live Data from Your Systems During a ProcessHow to add a DB Query node to a workflow, write a query to retrieve live data from your connected databases, store the results as…10·17Documents Node: Fetching and Saving Documents Within a WorkflowHow to add a Documents node to a workflow, configure it to fetch a specific file or an entire folder from the document library…10·32Report NodeHow to fill a Word template or use AI-authored content, produce PDF or DOCX output, and optionally save the result in Documents.
Run & monitor8 guides
Start a workflow, track instances, process tasks, approve, and review history.
10·20Run and Monitor a WorkflowHow each current Start trigger creates an instance and where to monitor it.10·21Workflow: All InstancesHow to monitor every workflow instance available to you and open its current detail view.10·22Workflow Detail View and Process StatusHow to read a specific execution, follow its approval steps, open required work, inspect history, view its design, and download…10·23Workflow: My TasksHow to find pending workflow work assigned to you and open the correct task action.10·24Workflow Task Manager: Review and Process an Assigned TaskHow to read the information on the Workflow Task Manager, review submitted documents, leave comments, upload supporting files…10·25Batch Decision Screen: Bulk Row-Level Approvals and Audit ExportHow to read the Batch Decision Screen to understand how an assignee processed a bulk approval dataset, filter and sort the…10·26External Approver Portal: Approving Workflows from an Email Link (No Login Required)How to understand and use the link you received by email to review workflow information, view attached documents, optionally add…10·19Version History and Auto-Save: How Every Change is ProtectedHow Workflows automatically saves your work as you design, how to open the Version History panel, how to identify auto-saved…
Data & administration2 guides
The workflow database console and controlling who can see and trigger workflows.
10·27Use Workflow DatabaseHow to use the Dashboard and the seven record tabs, investigate workflow execution, and safely manage instances, tasks, actions…10·29Control Access to WorkflowsWhich current access screen to use when a person cannot open workflow pages, see an application-scoped workflow, or edit a…