How is this different from simple automation rules?

Our visual workflow builder lets you create complex multi-step automations with branching logic. Chain actions together, add conditions, require human approvals — all visually on a canvas.

Can I test workflows before activating them?

Yes! Click the play button on the Manual Start node to run a workflow with a specific document. View execution history to see exactly what happened at each step.

What can trigger a workflow?

Three options: 1) Manual Start — run anytime with a click, 2) Document Events — status changes, document created, archived, 3) Scheduled — deadline approaching triggers.

Can workflows require human approval?

Absolutely. Add Approval nodes to pause the workflow until a designated team member approves or rejects. Perfect for content review processes.

How do I integrate with external tools?

Use the Webhook action node to send POST requests to any URL. This lets you connect to Slack, Zapier, your CMS, or any custom endpoint.

Is there a limit on workflows?

Free tier includes basic workflows. Pro and Business plans include unlimited workflows with priority execution.

Visual Workflow Builder

Build workflowsvisually

Drag nodes onto a canvas. Connect them. Add conditions and approval gates. Create complex automations without writing code.

Try it free See all features

Powerful node types

Mix and match triggers, logic, actions, and approvals

Triggers

Manual Start

Run workflow with a single click

Document Event

Status changes, creation, archiving

Scheduled

Run on a schedule

Logic

Condition

Branch based on document status or properties

Delay

Wait before continuing to next step

Actions

Change Status

Update document status automatically

Send Notification

Alert team members in-app

Send Webhook

POST data to external systems

Approvals

Request Approval

Send approval request to a team member

Approval Gate

Pause workflow until approved or rejected

Example workflows

Content Review Pipeline

Document Event → Check Status = 'Ready for Review' → Request Approval → If Approved → Change Status to 'Published' → Send Webhook to CMS

5 nodes

Slack Notification on Publish

Document Event (status → published) → Send Webhook to Slack

2 nodes

Manual Quick Publish

Manual Start → Change Status to 'Published' → Send Notification to Team

3 nodes

Everything you need

Drag & Drop

Drag nodes from the palette onto the canvas. Connect them by drawing lines.

Branching Logic

Add conditions to create Yes/No branches. Route documents based on status.

Approval Workflows

Pause workflows for human approval. Assign specific team members as approvers.

One-Click Testing

Test workflows instantly by clicking play. Select any document to run through.

Execution History

See every workflow run with step-by-step details. Debug issues quickly.

External Integrations

Send webhooks to Slack, Zapier, or any API.

Frequently asked questions

Custom Statuses Webhooks Kanban View Content Teams

Ready to automate?

Build your first workflow in minutes. No code required.

Get started free See pricing