Workflow Desk

Visual workflow builder for approvals, routing, and automation.

Flow Builder

Client onboarding automation

Saved 1 day agoDraft Undo Redo

Node inspector

Needs approval?

Edit labels, branches, and approval thresholds for this step.

Branching: Yes → Assign owner · No → Lookup account · Default → Complete

Run log

Capture request

Passed

Form submitted by client portal

Needs approval?

Branch yes

Amount over threshold

Assign owner

Queued

Routing to onboarding lead