Building Processes

Design approval workflows using AI Build Copilot or the visual drag-and-drop builder. Add forms, routing rules, SLA timers, and document generation.

6 articles in this section

ARTICLES

Using Build Copilot

How to use AI-assisted process creation — describe your workflow in plain English and...

Visual Builder

The drag-and-drop interface for designing processes — stages, connections, conditions, and version history.

Forms and Fields

All available field types, visibility conditions, repeatable sections, and approver-only fields.

Routing and Conditions

Conditional routing, branching logic, dynamic approver assignment, and skip logic.

SLA Timers

Configure SLA timers, business hours mode, escalation chains, and snooze options.

Document Generation

Auto-generate PDFs or DOCX documents from templates using form field data, including digital signatures.