An operations handover
For a receiving check, assign the task to a user or role, record the completed check in a note, then review the workflow's transition requirements. Finishing the task alone does not move the workflow.
WORKFLOWS & AUTOMATION
Give recurring work a clear path forward.
Bring stages, responsibilities, and configured actions into one workflow, so your team can see where work stands and what comes next.
A CONTROLLED PATH
Every next step has a reason.
This illustrative internal request shows how a stage, a transition condition, an owner, and a configured action can keep recurring work understandable.
Start request
Capture the request and begin the workflow with the information available.
Owner · RequesterReview information
Check the required details before the work moves forward.
Condition · Information is completeDo the work
Route the current stage to its responsible owner and record the activity.
Owner · Operations teamClose the request
Complete the path when its transition requirements have been met.
Action · Record the outcome- Exception path
Information missing
Return the request for completion, then review it again before moving ahead.
StageTransition conditionOwnerConfigured action
The stage shows where work stands. Conditions govern when it can move, ownership clarifies responsibility, and configured actions carry out registered steps such as creating a task or recording an activity event.
FOLLOW THE EXECUTION
See progress without hiding the exceptions.
Keep the state of recurring work readable for the people responsible for moving it forward.
When work needs to stop, supported workflows can be suspended and resumed under their configured rules; they can also be cancelled when the relevant conditions allow it.
Know the current stage
See the stage the workflow has reached and the transitions currently available from it.
Know who owns the work
Keep the responsible owner visible so follow-up has a clear starting point.
Review activity and follow-up
Use recorded stage history, transition attempts, and automation activity to understand what happened next.
A colleague joins or changes responsibilities
Assign preparation or handover work, and record what was completed. Review the person's roles and other access separately in the relevant organization; a completed task does not grant permission.
WORKFLOWS FAQ
Questions about structured work
Clear answers about stages, conditions, responsibility, and automation in Wexcy.
A task is a specific piece of work. A workflow organizes how work moves through defined stages, conditions, owners, and configured actions.
Yes. A transition can evaluate requirements such as completed required tasks, permitted workflow status, recorded facts, and configured conditions before work moves forward.
Wexcy executes registered workflow actions. Verified examples include creating a task item and writing an activity event to the workflow timeline.
Workflow details expose the current stage, responsible owner, available transitions, and recorded activity so teams can see what needs attention.
No. Rule-based workflows can move work through configured stages and actions without AI. AI is a separate capability and should only act within the context and permissions made available to it.
MAKE THE NEXT STEP CLEAR
Bring clarity to the work you repeat every day.
Start organizing recurring work around visible stages, responsibility, and rules.
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