DR
Automation

Workflows

Orchestrate approvals, notifications, and cross-module actions with no-code rules and AI triggers.

Active workflows
34
+6%
Runs this week
1,842
+12.4%
Time saved
184 hrs
+22.1%
Success rate
99.4%
+0.2%

Active workflows

Auto-approve POs under $5K
PO created 218 runs
healthy
1
Trigger
2
Validate
3
Notify
✓
Complete
AR dunning · 30 · 60 · 90
Invoice overdue 142 runs
healthy
1
Trigger
2
Validate
3
Notify
✓
Complete
Reorder on stock < min
Stock change 68 runs
healthy
1
Trigger
2
Validate
3
Notify
✓
Complete
New hire onboarding checklist
Offer accepted 11 runs
running
1
Trigger
2
Validate
3
Notify
✓
Complete
Anomaly · alert CFO
AI detection 24 runs
pending review
1
Trigger
2
Validate
3
Notify
✓
Complete
Month-end close routine
Schedule · 28th 3 runs
scheduled
1
Trigger
2
Validate
3
Notify
✓
Complete
Describe a workflow in plain English
e.g. "When a customer NPS drops below 30, alert the AE and open a save opportunity."