Secure account linking
Connections are reused across workflows and tokens stay server-side. The UI asks for missing accounts only when a template needs them.
Secure workflow setup
Workflow Studio is built to connect accounts once, configure a workflow in small reviewable steps, run a safe test, then activate only after the schedule, permissions, and recovery plan are clear.
Connections are reused across workflows and tokens stay server-side. The UI asks for missing accounts only when a template needs them.
Install and restore files are designed to be encrypted with a unique customer key before leaving the workspace.
The setup path favors deltas, validation checks, and safe test runs so copy, backup, and restore work can finish with less repeated data movement.
Drafts, test results, run history, and review states are tracked so a workflow can pause, resume, or request admin help without losing context.
Operations
Watches inventory levels and notifies the team when reorder or risk thresholds are crossed.
Which operational system starts the workflow?
Rows, workbook tabs, exception reports, and KPI sheets
Vendors, POs, invoices, inventory, orders, and ERP entry staging
Approvals, alerts, channel notifications, and human review loops