Workflows, automations & SLAs
A workflow run is a sequence of steps for one client — document requests, approvals, invoices, tasks. Steps complete automatically when the matching real event occurs, and steps with a due date are watched by an hourly SLA monitor.
Automatic step advancementlink
- check_circleDocument-request steps complete when the client uploads the requested file.
- check_circleApproval steps complete when the linked contract is signed.
- check_circleInvoice steps complete when the invoice is paid.
- check_circleTask steps complete when the task is marked done.
- check_circleEvents advance only the runs of the client they belong to — one client’s payment never touches another client’s run.
- check_circleWhen a step completes, the next pending step activates and the run’s progress updates; when the last step completes the run is marked completed.
SLA monitoringlink
Give any step a due date and the hourly SLA monitor flags it as breached the first time it is overdue. A breach writes an audit-log entry and sends the workspace owner an in-app notification, so stalled client processes surface without anyone watching a dashboard.