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Design a workflow people can review

Make the trigger, decision and next action visible.

Workflow design

Original Relay illustration of a marketing handoff.

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.

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 ↗

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