Agent workflows
Agent workflows run your company's processes — leave requests, expense claims, purchase approvals, onboarding, IT tickets — from start to finish. Describe the process in a sentence, and the agent designs it as a map of steps across the people involved. You check the map, choose the room it lives in, approve it and build it: the agent creates the tables, forms and automations the process needs. Once it is live, each request becomes a case that moves from step to step on its own, routed to the right people through your org chart.
Routing comes from your company structure: the requester's reporting head, their head's head, a department head, whoever holds a job title, or the room's approvers. Each step can carry an SLA, and overdue steps escalate a level up. Every approval, form and task waits in each person's My queue, even for rooms they are not in.
Agent workflows are available when enabled for your Office — ask us and we will turn them on for yours. Company owners and admins can design workflows, and they can appoint other people as workflow admins in Company settings › Company workflows.
In this section
- Create a workflow — describe a process, review the design, build it and go live.
- Step types and routing — people, approvals, notifications, waits and agent steps, and who acts on each.
- Templates — eleven ready-made processes for people, money and operations.
- Cases and SLAs — starting cases, approving, My queue, overdue steps and escalation.
How to appoint workflow admins
- Open Company settings and select Company workflows under Agent.
- In Who can design workflows, select Manage, then Add someone.
- Choose whether each person sees only their own workflows (own) or every workflow in the company (all), then select Done.