1
Creation wizard
From a ready-made template or from scratch, with a name, owner, project or team and saving as a draft.
2
Triggers & conditions
Manually, on a schedule or on an event — a new email or a new file — with explicit start conditions.
3
Step configuration
An Agent, Skill or tool per step, input and output binding, timeouts, retries and an error route.
4
Approval designer
Sequential or parallel approvers, users, roles or groups, rule-based routing, delegation and deadlines.
5
Permissions & notifications
Who creates, runs and approves, notifications by email and Teams, and escalation when there is no response.
6
Test & simulation
A run with test data, results per step and approval simulation — with no effect on production.
7
Versions & publishing
Draft → Review → Published, version comparison, change history and rollback to a previous version.