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Workflows and rules

How work moves, what happens by itself, and who has to agree.

Stages, workflows, rules and approvals are part of the same Business Graph as the data they act on — configured, versioned and enforced by one engine.

Stages

Every record moves through the stages you define.

A test request starts at Planned and moves to In progress, Measured, Review and Approved or Rejected — and each move names who may make it. The buttons on a record are generated from those moves, so a person only sees what they are allowed to do.

A stage lifecycle with six stages and the rules for who may move a record from one to the next.
Stages — seeded demonstration.
Workflows

When this happens, if these are true, do that.

Workflows run off ordinary record changes — a record updated, an approval granted — not a manual trigger. Actions come from a closed vocabulary (update a record, notify, generate a document, request an approval), so there is no user code to review. Every run is recorded with its result.

A list of workflows with their trigger, the object they apply to and their actions, followed by a log of recent runs and their results.
Workflows and their run history — seeded demonstration.
Approvals

One sign-off, a chain, or several groups at once.

  • Approvals attach to a stage move or a workflow step, on any business object
  • One approver, steps in order, or groups deciding in parallel
  • The approver sees what they are approving — the record and its related measurements
  • Every decision lands in the audit trail with who, when and on which version
The approvals configuration listing release sign-off by two departments in parallel, quote approval by a manager, and test sign-off.
Approval definitions, from a two-person sign-off to two departments in parallel.
Rules

Rules that calculate, and rules that refuse.

Calculated values

Lookups, aggregations across connections, conditionals and rounding — executed by one deterministic engine.

Validation rules

A rule can refuse a record that is wrong — before it is saved, with a message a person understands.

Changed by proposal

New rules can be proposed in plain language and are simulated against existing records before a person publishes them.

Not built: timers and time-based escalation, case management and process mining. Conditional thresholds work in the engine but cannot yet arrive through the AI path.

Next: governance

See it work on a real workbook, in your browser.

The example operations workbook opens in Tavuni with no account and nothing uploaded. Every number on this site comes from that same pipeline.