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AUTOMATE EVERYDAY WORK
Create tasks through configured actions, define what needs to be completed before work moves on, and keep the team’s responsibilities visible.
Consider a request that needs a colleague’s review. The workflow can organize the task and its conditions, while the person carries out the review.
Example: a request that needs review
Configured action
A configured action can create a task linked to the workflow and its current stage.
Employee responsibility
The assigned person examines the request and records the relevant completion details.
Configured action
A transition can require specified tasks to be completed, alongside other configured conditions.
Employee responsibility
The team completes its tasks under the applicable permissions. A completed task does not, by itself, approve the request.
Configured action
A configured action can add an entry to the workflow’s activity timeline.
Employee responsibility
The team can refer to recorded activity and current workflow context when deciding what needs attention.
The actions and requirements depend on the workflow you configure. This example is not a ready-made approval template.
A task still needs someone to carry it out. Keep its assignment, completion details and workflow context clear, so colleagues have a useful reference when they follow up.
AUTOMATE EVERYDAY WORK
Configured workflow actions can create task items and write activity entries. What happens in a particular workflow depends on its actions, requirements and supported context.
Yes. Transition requirements can include completed tasks and other conditions. The transition still needs to meet the rules that apply to it.
Tasks can be assigned to a user or role. Access permissions and task-state checks govern who can work on them and complete them.
No. Completing a task and recording a review result are distinct from any later transition. Define the conditions for that transition in the workflow.
The examples here describe configured actions and rules, not an AI agent making independent decisions. Human review remains a separate responsibility.
Define its tasks, requirements and responsibilities before extending the workflow.
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