Workflow Builder
Drag-and-drop the path a request takes through your organization. Multi-step, parallel, conditional. No code, no IT ticket required.
Capabilities
- Visual flow editor — no scripting
- Conditional branches based on amount, category, role
- Parallel approvers and merge steps
- Email and in-app notifications
- Test mode before publishing
- Versioning — old in-flight requests follow old flow
Build the workflow your institution actually runs
Most software ships with one approval flow. Yours is special — three approvers for amounts above $10k, two for under, skip the second if it is a recurring purchase. Workflow Builder lets you express that without engineering.
Related modules
Approval Center
A single inbox for everything waiting on you — leave, expenses, purchases, contracts, time off, document signatures. With reminders that escalate.
Procurement Hub
Requisitions to quotes to purchase orders to goods receipt to invoice. Three-way matching. Branded PDFs. A vendor database that tracks every shekel.
Document Vault
Searchable storage for every contract, certificate and policy. OCR for scans, expiry alerts on certificates, and full version history on every file.
Try Workflow Builder on your own data.
14 days free. No credit card. Live in under a day.