Visual workflow design
Build and organise multi-step automations on a visual canvas with clear paths through the process.
Applications / Planning and running work
Automation
Design, run and improve repeatable processes in one visual workspace. Automation connects triggers, decisions, human approvals, data, AI and application actions, then records every run so teams can automate routine work without losing visibility or control.
Highlights
01 — 05
01Visual process designer02Swimlanes03Multi-stage human workflows04Parallel branches and joins05Live execution and run history
Highlights · 01
A launch request is shaped inside one visual stage, then routed through a second stage to open bookings or pause for review.Visual process designer
Build a readable process from connected actions, with named steps and outcomes.
Highlights · 02
Client onboarding moves visibly between the account team, client review and studio operations.Swimlanes
Make responsibility visible across system, user and team lanes.
Highlights · 03
A campaign passes through creative review, brand approval and budget approval with separate revision paths.Multi-stage human workflows
Collect information, request approval, and continue only when the person completes the task.
Highlights · 04
Print preparation and digital readiness run independently and meet at a shared join.Parallel branches and joins
Run independent work together and show where the branches converge.
Highlights · 05
The workflow continues through production handover after both human stages completeLive execution and run history
Follow a run step by step and inspect the inputs, results and logs.
A closer look
06 — 20
06Form submission triggers07Scheduled triggers08Webhooks and HTTP polling09Application event triggers10Conditions and switches11Loops over collections12Delays and waiting13Reusable sub-workflows14Variables and expression picker15Data transformations16Data Hub actions17Email templates and notifications18HTTP and REST actions19Error handling and retries20Drafts, versions and publication
A closer look · 06
A submitted Client Discovery Brief starts the production-review workflow on the canvas.Form submission triggers
Start a process from a submitted form and use the submitted answers downstream.
A closer look · 07
A Monday 9 am schedule starts the studio review in the Australia/Darwin time zone.Scheduled triggers
Run recurring work on an explicit schedule and timezone.
A closer look · 08
An availability webhook and a polling trigger start separate integration paths.Webhooks and HTTP polling
Start work from a configured external event or endpoint.
A closer look · 09
A new delivery task can start application work directly from the workflow canvas.Application event triggers
React to supported changes in projects, calendars and other released applications.
A closer look · 10
The review-stage switch sends each project to its named creative or production path.Conditions and switches
Route work according to submitted values or previous action results.
A closer look · 11
The project loop contains the work performed for each review record and returns to the next item.Loops over collections
Process a set of records with repeatable actions and per-item context.
A closer look · 12
A visible waiting step leaves two hours for proofing before the opening email continues.Delays and waiting
Pause a process until the configured interval or human event allows it to continue.
A closer look · 13
The studio workflow calls the reusable delivery-check process as a connected step.Reusable sub-workflows
Call a common process from another workflow and pass its inputs and outputs.
A closer look · 14
A named client-brief variable sits upstream of the query and remains available to later actions.Variables and expression picker
Bind action settings to values available at that point in the process.
A closer look · 15
Submitted brief fields are reshaped into the review data used by the loop and routing steps.Data transformations
Reshape arrays, text, numbers and dates before handing data to the next step.
A closer look · 16
The workflow reads client briefs from Data Hub before preparing the review list.Data Hub actions
Query saved data and perform supported data operations through configured connections.
A closer look · 17
Connect the opening invitation to workflow values for the guest, date and booking linkEmail templates and notifications
Send a reusable Email Builder template with values from the running process.
A closer look · 18
The booking API request is visible inside a protected integration step on the canvas.HTTP and REST actions
Call another system and use its response in subsequent steps.
A closer look · 19
The booking lookup retries transient failures and follows a named recovery path when it still fails.Error handling and retries
Configure and inspect failure paths instead of treating every run as a successful straight line.
A closer look · 20
Keep a published delivery process alongside its recorded versionsDrafts, versions and publication
Develop a change while keeping a recorded version of the process being run.
Additional Details
The main areas Automation brings together.
Triggers and schedules
Start work from forms, application events, schedules, web requests and other operational signals.
Logic and data handling
Use conditions, loops, variables, expressions and transformations to shape how a workflow behaves.
People and application actions
Connect automated steps with assignments, communication and actions across the wider platform.
AI-assisted actions
Add supported AI steps where a process benefits from generation, extraction or interpretation.
Testing and operations
Validate workflows, review versions and follow runs, waiting work and failures from operational views.