SHEET 01Workflow BuilderCANVAS

Build, control, and monitor any process.

Visual drag-and-drop workflow automation for AI agents. Build multi-step processes with branching logic, human approvals, and system connectors, without writing integration code.

Build your first workflow Walk through demo
  • Drag-and-drop nodes
  • Conditional branching
  • Human approvals
  • API integrations
  • Version control
3minAverage workflow build time
300+Pre-built connectors
99.9%Execution reliability
SHEET 02Visual CanvasNO-CODE

Design workflows without touching code.

Drag-and-drop workflow steps onto an infinite canvas. Connect them with arrows. Set conditions, timeouts, and error handlers.

Each step can invoke AI agents, read or write data to your systems, or pause for human review. The builder handles all the complexity.

See how it integrates with the platform
Workflow Steps4 nodes
  1. 01TRIGGERInvoice ReceivedWebhook
  2. 02CONDITIONValidate AmountRules Engine
  3. 03ACTIONRoute for ApprovalWorkflow
  4. 04ESCALATEFlag for ReviewCompliance
SHEET 03Built-in IntelligenceREASONING

Every step can reason, not just execute.

Each workflow step can invoke AI reasoning within governed boundaries. Agents evaluate context, make judgment calls, and branch workflows based on intelligent analysis.

ConditionEvaluate invoice risk score
Context Used
  • Vendor history: 47 transactions
  • Average amount: $12,400
  • Current: $84,200
Evaluation
IF risk_score > 0.7
TRUEEscalate to finance lead
ELSE
FALSEAuto-approve and process
Model
GPT-4o
Confidence
92%
Latency
340ms
SHEET 04Workflow ControlCTRL-01..03

Conditions, approvals, and error recovery.

CTRL-01

Conditional Branching

Route workflows based on data values, AI reasoning, or business rules. Multiple exit paths per node.

EvaluatePath APath BMerge
CTRL-02

Human Approvals

Pause execution at decision gates. Agents await human review before proceeding with high-stakes actions.

ProcessAwaitApprove / RejectContinue
CTRL-03

Error Recovery

Automatic retry with exponential backoff. Fallback paths handle failures gracefully without stopping the workflow.

ExecuteRetry (3x)FallbackAlert
SHEET 05Enterprise Connectors300+ SYSTEMS

Connect to CRM, ERP, data, and custom APIs.

Pre-built connectors to Salesforce, SAP, Snowflake, and your custom APIs. Each workflow step can read and write across your entire stack. Securely authenticate with OAuth, API keys, or service accounts.

L1WORKFLOW NODES
  • Trigger Node
  • Condition Node
  • Action Node
  • Approval Node
L2CONNECTOR PROTOCOL
  • REST API
  • GraphQL
  • Webhook
  • OAuth 2.0
L3TARGET SYSTEMS
  • Salesforce
  • SAP
  • Snowflake
  • Custom API
  • 300+ Connectors
  • OAuth + API Keys
  • Service Accounts
  • mTLS Support
SHEET 06Monitoring & ObservabilityLIVE

Real-time dashboards. Execution logs for compliance.

Watch workflows execute in real time. See step-by-step outputs, AI reasoning results, system reads and writes, and approval waits. Access complete logs for compliance and debugging.

Execution Timeline
Real-time

Step-by-step progress tracking with timestamps

Log Entries
Full Trace

Every decision, API call, and data transform logged

Error Rate
<0.1%

Automatic retry and fallback path coverage

Audit Trail
Immutable

Compliance-ready logs with role attribution

PROCHow Workflow Builder Works4 STEPS

Design. Connect. Test. Monitor.

01

Design

Drag steps onto the canvas. Configure triggers, conditions, actions, and approval gates.

02

Connect

Link workflow steps to enterprise systems. Pre-built connectors handle auth and transforms.

03

Test

Run test executions with sample data. Inspect step outputs, branching, and timing.

04

Monitor

Track live workflows. View audit trails, error logs, and performance analytics.

SHEET 07Specification NotesFAQ

Questions process owners ask

What is an AI workflow builder?

An AI workflow builder lets you design automated business processes using a visual drag-and-drop interface. Combine triggers, conditions, actions, and human approvals into governed workflows that AI agents execute autonomously with full audit trails.

Do I need technical skills to build workflows?

No. The visual designer uses drag-and-drop nodes for triggers, conditions, actions, and approvals. Process owners can build workflows without writing code, while developers can extend them with APIs and custom logic when needed.

How are workflows different from traditional automation (RPA)?

Traditional RPA follows rigid scripts. AI workflows include intelligent decision-making — agents can interpret unstructured data, handle exceptions, adapt to variations, and escalate edge cases. They combine the reliability of automation with the flexibility of AI reasoning.

Can workflows include human approval steps?

Yes. You can add human-in-the-loop approval gates at any point in a workflow. Reviewers receive context-rich notifications with all relevant data, and workflows pause until approval is granted or an alternative path is triggered.

How long does it take to automate a workflow?

Simple workflows can be built and deployed in under 30 minutes. A typical 12-step manual approval process can be converted to a governed automation in a single session, with process owners regaining 15+ hours per week.

SHEET 08Sign-offREADY

Turn manual workflows into 3-minute automations.

Process owners see bottlenecks in real time and regain 15+ hours per week. Turn a 12-step manual approval process into a governed, auditable automation.

Build your first workflow Walk through live demo
Build time
Manual process to automation · 3 min
Connectors
300+ pre-built · OAuth + API keys
Reliability
99.9% execution · immutable audit trail
Sheet
08 of 08 · Workflow Builder

Build a workflow now

Walk through building a custom workflow for your specific process in a live session.

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Watch a live demo showing workflow execution and monitoring across a real business process.

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