For operations teams

The process exists. It just isn’t written down anywhere.

You know the sequence: who to ask, in what order, what to check first, who to chase. That knowledge is real infrastructure — and right now it only runs when you’re at your desk. Requester turns it into something that runs without you.

Free plan, no card required. Submitters are always free.

What operations gets

Canvas
Nine node types, drag-and-drop, no scripting
Rules
Conditional branches on any field or metadata
Time
Durable delays, step SLAs, workspace escalation
Vocabulary
Custom statuses mapped to semantic categories
Versioning
Draft → publish, history, revert, clone
Multi-step approvals and conditional logic are on every plan, including Free.
01The position you’re in

You are the workflow engine, and you don’t scale

Every process that depends on you noticing something is a process that stops when you're on leave, in a meeting, or looking at something else.

Processes that live in your head

  • You're the routing table: people ask you who needs to approve this.
  • Nothing is followed up unless you personally remember to follow it up.
  • Two people run the same process differently, and both think theirs is right.
  • Onboarding a new coordinator means transferring a year of undocumented judgement.

Processes that run themselves

  • Routing is a workflow, applied identically whoever submits.
  • Step SLAs remind, and escalation raises what the reminder didn't move.
  • One published template means one version of the process, with history.
  • A new coordinator reads the canvas instead of shadowing you for a month.
02What changes

Four things that stop depending on you personally

  • Knowing who approves what

    The branch reads the field and routes. Nobody has to ask you what the threshold is, ever again.

  • Remembering to chase

    Durable step timers and workspace escalation handle the follow-up, on a clock rather than on your attention.

  • Keeping the process consistent

    A published, versioned template is the process. Changing it is a deliberate act with a history and a revert.

  • Explaining where things are

    The workflow map on each request shows the path it took and the step it's sitting on, without you narrating it.

A process that only runs when you’re watching it isn’t a process. It’s a habit with a single point of failure.
The operations case for writing a process down
04Rollout

How this actually gets adopted

Process projects fail on adoption, not on capability. The sequence below is the one that works, and it deliberately starts small.

01

Pick the one that annoys you

Not the biggest process — the most irritating one. Momentum matters more than coverage.

02

Scope it to one team

Templates activate per team. Prove it with a group that will tell you the truth.

03

Let people ask however they want

In-app, AI-drafted, email intake, or a public link. Adoption you have to enforce isn't adoption.

04

Duplicate what worked

Copy the template into the next team and adjust the approvers. The shape is already right.

05Questions

What operations teams ask

How long does it take to build a process?
Minutes, not a project. Describe it in a sentence — “purchases over $500 go to my manager, over $2,000 also need finance” — and the AI generates the form, the branches, and the reminders. Then you edit whatever it got wrong on the canvas.
Can we use our own status names?
Yes. Custom statuses let you rename and recolour the defaults and add your own — “Pending Legal”, “PO Issued”, “Awaiting Delivery”. Each maps to one of nine semantic categories so the engine, SLAs, and analytics keep working underneath your vocabulary.
What happens to a process when the person who owns it leaves?
Nothing, which is the point. The process is a published template and workflow with version history, not knowledge in someone's head. Route to teams and reviewer groups rather than named individuals and the process survives any single departure.
Do delays and reminders survive a deploy?
Yes. Timers are durable and processed by cron rather than held in memory, so a three-day delay survives restarts and scaling events. Execution is also concurrency-safe — simultaneous decisions can't double-advance a request.
Can we roll a process out to one team first?
Yes. Templates can be scoped to specific teams rather than the whole workspace, and duplicated into another team once they work. That's the normal path: prove it with one group, then copy it.

Describe one process. See it running before lunch.

A sentence becomes a form, a routing rule, and a reminder schedule. Start with the process you're most tired of explaining.