Workflows
Workflows that follow your rules
Where a rule is enough we use a rule – the same input gives the same result, every time.
- 01
Predictable
The same input always gives the same output – no surprises.
- 02
Traceable
Every step is logged, so you can see what happened and why.
Example: quote documents pulled from your CRM, assembled from your templates and put forward for review.
Example
- Customer details fetched from the CRM
- Quote assembled from your template
- Prices checked against the price list
- You review and send
Logged: 3 of 4 steps done · waiting for review