Workflows

Create an approval, check, or onboarding from a template. Todos reach the right person, including on a phone.

A workflow turns multi-step work that someone must continue into a path you can finish. It is not a todo list, and it is not a single chat: you wire nodes on a canvas; colleagues handle My todos on the web or a phone.

Use it for simple approvals, on-site checks, and onboarding. One-off questions stay in Messages. Small tools stay in apps. Full specialist systems use plugin apps.

Start from a template

Template	Fits
Simple approval	Fill a request → a named person approves or rejects
IWAY factory audit	Standards + evidence + auto score + remediation
Blank process	Maintain your own check items, then run the path
New-hire handling	Starts automatically after HR completes a join (turn this on in HR settings)

The classic on-site compliance template still works; prefer factory audit or a blank process. Photo review and auto scoring need a language model that can see images.

How to use it

Select a workspace, then open function menu → Workflows
Create a process, pick a template and a name; publish to Apps only if you want a desktop icon
Open it under My processes and start from the first form
Assignees work from My todos or a service notice; a visit can be handled on a phone

You can keep a process in Workflows only, then publish it after it runs cleanly.

What you can wire

In process design, drag nodes and connect them. Typical steps: a form, a photo upload, a named approver, an auto score, a branch on the result, or starting a remediation flow.

Titles, hints, and fields on the start page come from the start node you wrote — not a locked template screen.

More detail: workflow designer.

How this works with plugin apps

After Compliance starts a check, evidence and todos are handled in the workflow.
After HR completes a join, leave, or transfer, it can start a chosen process automatically — no more chasing people by chat.

Related: Compliance checks · Plugin apps · HR settings