Workflow Studio

Work that proved itself, made repeatable.

A visual environment for turning a good result into a workflow: explicit steps, real integrations, approval points and named owners. Built by the people who do the work, not only by engineers.

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Workflow Studio/Sales/Acknowledge every enquiryRunningTry itChange the steps
2 customers are waiting on a replyUsually finishes in about 4 hours18 enquiries handled this weekNothing went wrongLast changed 11 hours ago
Your workflows
Sales
Acknowledge every enquiry2 waitingAsk for the invoiceRunningSend a price offerRunningRenewal reviewRunning
Finance
VAT refundPausedRefund a customerPaused
+ New workflow
What happens, step by stepevery enquiry follows this path
1
It starts when
An enquiry arrives

By email, from the website, or a colleague forwards it

3 ways in
2
Automatic
We reply within a minute

“Thank you, we have your enquiry and will come back to you.”

no one has to do this
3
Then we wait2 waiting here
For the customer to reply

We give them 3 days before closing the case

usually answers in 4 h
Two things can happen next
If they reply
We log it and keep the case open

Your team picks it up with the history already attached

14 of 18 this week
If 3 days pass
We close the case politely

Marked “no reply received” so the pipeline stays honest

4 of 18 this week
Selected step
For the customer to reply

Nothing happens here until they answer, or until the wait runs out.

How long we wait
3 days
If they reply
Log it, keep the case open
If they do not
Close it politely
Who it acts as
The shared sales inbox
2 customers waiting here
Nordwind Logistics
60 Office licences
2 days 13 h left
Meridian Group
Renewal question
2 days 13 h left
Remind themClose now
The problem it solves

A good result you cannot reproduce is an anecdote.

Someone works out how to do a task well with AI, and the method stays with them — a prompt in a notes app, a sequence they remember. The next person invents it again, differently. Workflow Studio makes the method an object the organisation owns.

Promote from a real thread

Start from work that already worked in the Workspace instead of designing on a blank canvas.

Explicit steps

Every step names what it reads, what it writes and what it costs. Nothing implicit.

Approval gates

Put a human signature wherever the work touches a system of record, money or an outside party.

Integrations as steps

Your CRM, ERP, document store and service desk are steps, not scripts somebody maintains.

Versions and rollback

Change a workflow with a version history, and return to what worked.

Runs you can read

Each run keeps its inputs, decisions, approvals and cost, so a result can be explained afterwards.

Typical use cases

Where it earns its place.

Renewal and contract review

The example above: read, compare, summarise, approve, then write to the CRM.

Inbound triage

Classify, enrich, route and draft the first reply, with a person approving anything sent externally.

Month-end assembly

Collect numbers from the systems that hold them, reconcile, flag exceptions for a human.

Supplier onboarding

Check the documents, create the records, and hold the final approval with procurement.

Security and control

An automation should have less freedom than a person, not more.

Named owner
Every workflow has an accountable owner. Unowned workflows cannot run.
Runs as an identity
Steps execute as a service account with explicit scopes, visible in the audit record.
Approval by design
Approval points are part of the workflow definition, not a toggle to forget.
Inherited policy
Model access, data rules and budgets come from the Gateway; a workflow cannot exceed them.
Integration scopes
Read and write permissions are granted per integration, per workflow.
Full run history
Inputs, decisions, approvals, outputs and cost retained per run.
How security worksISO 27001 and ISO 9001 certified. Certificates and scope statements on request.
How it connects

Part of one platform.

Turn one recurring task into a workflow.

Pick the process your team repeats every week. Building the first version takes an afternoon, not a project.

14 days · no payment card · bring your own provider account