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Design a workflow people can review
Make the trigger, decision and next action visible.
Workflow design

Start with one outcome
Choose one recurring handoff. Name who supplies the input and who needs the result.
Make decisions explicit
Document the fields each rule uses. Provide a manual path when inputs are incomplete.
Choose the approval point
Put review before the consequential action. Show the reviewer the original input and proposed result together.
Test the exception
A useful test includes an empty field, a repeated event and a rejected approval, not only the happy path.
Explore related workflows
Good work.
Keep it moving.
Find your next workflow ↗
Relay is a fictional automation product. Workflows and integrations are illustrative; no real actions run in this demo.
A template by ErinTech Labs ↗