01.
AI Workflow Summary
Turn a week of automation runs into a clear written update — what fired, what didn’t, and what needs a second look.
- Running
- Needs Review
Workflow & AutomationDefine once.
Define once.
Every case follows.
Approvals route themselves, provisioning fires on its own, and every case moves through the exact stages you defined - no manual triage, no forgotten approvals.
AI DrivenBuilt-in AI checks that keep
Built-in AI checks that keep
workflows honest.
New work goes straight to the queue it belongs in — the intake form decides, not a person triaging every morning.
- Form-based routing rules
- No manual morning triage
- Configurable per case type
Every case carries a due date the dashboard watches — past-due cases surface on their own, no manual chasing.
- Automatic due-date tracking
- Past-due cases surface on their own
- Visible right on the dashboard
Flags likely duplicate cases the moment they’re created — comparing requester, resource, and details before the second case even gets a number.
- Requester & resource matching
- Real-time comparison at creation
- 92%+ match confidence scoring
Every step a case took is reconstructed automatically — who touched it, when, and what changed, no manual logging.
- Timestamped, attributed actions
- Reconstructed automatically
- Zero manual logging
Rule BuilderIf this happens,
If this happens,
do that. Automatically.
Automations run the moment a case matches - no dashboard to babysit, no one has to remember to check.
- Trigger, condition, actionBuild a rule in three parts — no code required, and no developer needed to change it later.
- Fires the instant a case changesCreated, updated, or moved to a new stage — matching rules run immediately, not on the next batch job.
- Draft, publish, roll backSave a rule as a draft, publish when it’s ready, and return to an earlier version if it misbehaves. Run history shows every case it acted on.
observability
Deploy, monitor, and iterate safely.
Once a workflow is live, every run is logged - pause, inspect, or adjust the rule without touching active cases.
02.
SLA & Escalation
Set a deadline once — if a step is about to breach it, the right person gets escalated to automatically, no one has to notice first.
- SLA Timers
- Auto- escalate
03.
Approval Routing
Route approvals to the right person based on case type, amount, or team — and reassign automatically if they’re out of office.
- Rules
- Reassignment
ask anything
Your Workflow, one question away.
No dashboards to build, no filters to remember - just ask.
Which approvals have been waiting more than two days?
AskLooking across your workflows…
3 approvals waiting over 48h
- CLAIM-2041 · Finance review3 days
- Vendor onboarding · Legal sign-off2 days
- Contract renewal · Manager approval2 days
3 cases at risk before end of day
- CLAIM-2058 · Water damage42m left
- Intake #318 · Policy question1h 10m left
- Vendor audit · Documents pending3h left
Top rules this week
- Auto-assign by region128 runs
- Escalate high-priority claims46 runs
- Flag likely duplicates31 runs
3 workflow edits, all logged
- Claims intake · added a document checklistMaya R.
- Vendor onboarding · new legal stageS. Patel
- Complaints · SLA changed to 4hAdmin
Under the hood
Defined once, enforced every time
The three things every workflow engine has to get right - built in, not bolted on.
Stage-gated workflow.
Nothing skips ahead.
The next step only unlocks once the current one clears — no case can skip approval or jump ahead by accident, no matter who’s in a hurry.
Configurable rules.
Your process, your words.
Every team’s process looks different. Build the trigger, condition, and action yourself — no custom code, no developer needed to change it later.
Full audit trail.
Nothing to reconstruct.
Every rule that fires, every stage change and every approval is logged with who, what and when — ready the moment an auditor asks.
AUDIT READINESS
Bring your worst backlog.
We'll show you every rule that fired.
Every action on every case is timestamped and attributed — nothing to reconstruct by hand when an auditor asks.
- 30-day Recycle Bin — nothing is ever gone by accident
- Granular role-based access via Users & Teams
- Security & device activity, visible per user
Try it on a real case
Define it once. Let it run itself.
Set up your first workflow, add the automation rules, and watch cases move - with the audit trail already built in.