Define the action clearly
Specify the input, destination and expected result for each step. A request to update a project should say which record changes and which fields the workflow is allowed to touch.
Platform Action
Let the next step become work done.
Connect an answer to an action, with a clear owner, permission and review point.
Talk about your businessA connected workflow
- Propose
- Review
- Execute
- Confirm
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
A helpful response is only part of the job. We build the steps that follow it: preparing a record, assigning a task, drafting an output or updating a connected system after the right review.
Make approval meaningful
Give the reviewer enough context to make a decision. Show the proposed change and supporting information before an action that affects a customer, employee or important business record goes ahead.
Close the loop
Confirm the result and expose an incomplete handoff. A failed update should lead to a visible exception, with a way for the responsible team member to understand and resolve it.
In practice
What this could look like.
A project manager asks for a revised delivery date. The workflow prepares the record update and affected tasks, then applies the approved changes and confirms which steps completed.
An example workflow, shaped to the systems and responsibilities of your business.