Builder Guide
Workflows
Automate multi-step processes on your data: branching, approvals, waits, and AI steps.
Workflows carry out multi-step processes automatically — when a record is created, when a date passes, or when someone kicks one off by hand. Steps run in the background and every run keeps a complete history.
Step types at a glance
| Step | What it does |
|---|---|
| Update / create records | Change data as part of the process |
| Conditional branch | Take different paths depending on field values |
| Wait | Pause for a duration or until a relative date |
| Require approval | Stop and hold until an authorized person signs off; the affected record locks for editing while it waits |
| AI action | Send content to the AI fleet for summarization or extraction, and use the result downstream |
| Notify | Send a notification to a user or role |
Editing a live workflow
Editing a workflow never disturbs runs already in flight. Your edit becomes a new version; new runs use it, and existing runs finish safely on the definition they started with.
Watching runs
Every run shows its step-by-step history — what ran, what it changed, and where it's waiting. Failed steps retry automatically before surfacing as failures you can inspect.
Start with one small workflow that saves ten minutes a day, confirm it behaves, then grow it. Big first workflows are where debugging time goes to live.
Capability review: 2026-09-14. For exact current technical availability, use the generated API Map and first-class module inventory.