Workflow Engine

Design how work moves

Set rules for requests, approvals, assignments, operators, and the steps work must follow.

Add requirements to each request

Define what information workers need before accepting, completing, or submitting work.

  • • Request details
  • • Required fields
  • • Completion rules
Request
FilesNotesDeadline
WorkerDesigner
Ready
DriverDriver
Ready
Route

Profile

Worker → Operator

Approved
OperatorFinanceApproved

Control who approves work

Route requests to managers, operators, finance, or community leads before work moves forward.

  • • Manager approvals
  • • Finance review
  • • Operator decisions

Auto-approve simple work

Set rules that approve routine requests automatically while sending exceptions to the right person.

  • • Auto-approval rules
  • • Manual review paths
  • • Exception handling

Rules

Taylor R.

Taylor R.

Advisor

Auto approved
If amount < $200Needs review

Assignments

RequestsDrivers
CommunityExperts
FinanceDesigners
SupportField Staff

Assign people to manage the flow

Add operators or community managers to support users, review requests, and keep work moving.

  • • Operator roles
  • • Community managers
  • • Work oversight

Questions about Workflow Engine

What is the Workflow Engine?

It lets you define how requests, approvals, assignments, and work steps move through your system.

Can we decide who approves requests?

Yes. You can route approvals to managers, operators, finance, or any role you define.

Can some requests be auto-approved?

Yes. Routine requests can be approved automatically based on rules you set.

Can we add requirements before work starts?

Yes. You can require details, files, notes, or approval steps before work moves forward.

Can operators manage the workflow?

Yes. Operators or community managers can review requests, support users, and manage daily flow.

Can workflows change later?

Yes. You can adjust approval rules, request steps, and assignment logic as your operation grows.

Ready to build your work system?