Module 7 of 8 · 10 min

Custom Governance Workflow Builder

Building approval and review processes visually, so governance matches how your organization actually works.

Why this matters

Every organization has its own approval chain, its own sign off for a sensitive classification, and its own rule for what happens when nobody responds. The workflow builder lets you encode that process as triggers, conditions and actions.

Before you start

A workflow is a trigger, a condition and an action

Something happens, you decide whether this case qualifies, and then something follows. Almost any governance process decomposes into those three parts, which is why a visual builder can express processes that would otherwise need code.

Automate the routing, keep the judgment human

The durable split is that the workflow handles detection, routing, reminders and record keeping, while a person makes the decision. Automating the judgment itself is where governance automation loses the trust of the people it governs.

Design for the case where nobody responds

Decide what happens when nobody responds. Without a timeout rule, assets sit pending indefinitely, and silence is the common outcome in practice.

The interactive demo

Work through the demo below. It runs in your browser with nothing to install. Watch for:

  • Creating a new governance workflow
  • Defining custom conditions, scheduling and triggers
  • Creating actions and automations for your processes

This demo is also available on its own at the Learning Center.

After this module you should be able to

  • Decompose a real approval process into triggers, conditions and actions
  • Build a workflow that routes to a human for the decision
  • Design explicit handling for the no response case