Automations & Workflow Engine
Automations & Workflow Engine

If this. Then that.
Across every module.

Low-code visual workflow designer with RPA capabilities — drag-and-drop builder, conditional logic, parallel execution, triggers (time, event, manual), 50+ pre-built templates for paper industry (P2P, O2C, hire-to-retire), SLA monitoring, and AI-assisted optimization.

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50+

templates

80%

less manual entry

No-code

designer

RPA

+ AI-optimized

How It Works

Workflow Lifecycle

Designdrag-drop
Testsample data
Deploypublish
Executeon trigger
MonitorSLA tracking
OptimizeAI suggest
Visual Designer
Visual Designer

Visual Designer

Drag. Drop. Done.

Visual workflow builder with drag-and-drop nodes, conditional branches, loops, parallel paths, sub-workflows, error handling, and live testing with sample data. No code required.

  • Drag-and-drop node-based builder
  • Conditional branches (if/elif/else)
  • Loops (for-each, while)
  • Parallel execution paths
  • Reusable sub-workflows
  • Live testing with sample data
Triggers & Actions
Triggers & Actions

Triggers & Actions

Anything starts. Anything happens.

Triggers (time-based cron, event-based webhook, manual button) and Actions (record CRUD, send notification, call external API, generate PDF, execute SQL, post to Slack/Teams). Full module access.

  • Time triggers (cron, schedule, recurring)
  • Event triggers (status change, threshold, webhook)
  • Manual triggers (button on UI)
  • Actions: create/update/delete any record
  • Send notification across channels
  • Call external APIs + webhooks
  • Generate PDFs + reports
RPA & Templates
RPA & Templates

RPA & Templates

Bots. Templates. Done.

Robotic Process Automation for document processing, data entry, report generation. 50+ pre-built templates: P2P, O2C, hire-to-retire, GST filing, expense workflows, dunning, and approval chains.

  • RPA: OCR + form filling + data extraction
  • 50+ pre-built workflow templates
  • Purchase-to-Pay (P2P) automation
  • Order-to-Cash (O2C) automation
  • Hire-to-Retire (H2R) automation
  • GST filing automation
  • Approval chain templates
Monitoring & SLA
Monitoring & SLA

Monitoring & SLA

SLA-tracked. Audit-logged.

Workflow execution monitoring with SLA tracking, exception handling, retry logic, error notifications, audit log per run, AI-assisted optimization suggestions, and performance analytics.

  • Per-run SLA monitoring
  • Exception handling + retry policies
  • Error notifications to owner
  • Audit log per workflow run
  • AI-suggested parallel execution opportunities
  • Performance analytics + bottleneck detection

Every Feature

Complete capability matrix.

Click any capability to drill in.

Preview — available on requestRoadmap — planned within 12 months
Drill in

Visual Designer

Drag-and-drop workflow builder with palette of triggers, conditions, actions, and integrations. Business users build workflows without writing code; technical users can drop into a code-block node when needed.

Drill in

Event Triggers

Workflows fire on time schedule (cron), system events (status change, threshold breach), webhooks from external systems, or manual button click. Mix triggers freely; one workflow can have multiple entry points.

Drill in

Conditional Logic

If/elif/else branches, for-each and while loops, parallel execution paths, sub-workflows for reuse. Build complex business logic visually; debug by replaying any historical run step-by-step.

Drill in

RPA

Robotic Process Automation reads documents, fills forms, scrapes screens, and extracts data — wrapping legacy systems that have no API. Pair with OCR to handle scanned PDFs; use scheduled runs to replace manual data entry jobs.

Drill in

50+ Templates

Production-ready workflow templates for paper industry — Purchase-to-Pay, Order-to-Cash, Hire-to-Retire, GST filing automation, expense workflows, dunning chains, approval routing. Install, customize, run.

Drill in

SLA Monitoring

Define SLA targets per workflow step and per workflow as a whole. Live dashboard shows runs within SLA, approaching, or breaching; breached workflows escalate to owners and managers automatically.

Drill in

Exception Handling

Each step can define retry policy (count, backoff), error notification target, and fallback path. Failed workflows queue for retry; manual intervention possible mid-run without losing context.

Drill in

AI Optimization

AI analyzes workflow performance and suggests improvements — parallel execution opportunities, bottleneck steps, redundant calls. Recommendations come with estimated time savings; one-click apply to a draft version.

Drill in

Full API Access

Workflows can call any internal module API and any external HTTP/REST endpoint. Read records, create transactions, fetch reports, post to Slack/Teams — anything an API allows. Authentication handled by the platform.

Integrations

Works with everything else.

Every Automations action flows into the other modules — no manual data re-entry, no reconciliation pain.

Automations→All Modules

Workflow triggers + actions

Cross-module automation

Automations→Notifications

Workflow event → alert

Multi-channel notification

Automations→Document Mgmt

RPA → OCR + extract

Auto file processing

Automations→Approvals

Workflow → approval task

Routed to matrix

Paper mill

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