Mock demo · visual workflow automation
From signed proposal to kickoff, drawn as one workflow
Every new client needs the same handful of things: an intake form, the right tasks for each service line, a sign-off, and a clear status message. This demo draws that path as a visual workflow you can run, pause and read.
Five steps, no copy-paste
- Step 1
Proposal signed
The signature event starts a run. No one copies details between tools.
- Step 2
Intake form
The client gets one short form. The run waits for it, then carries the answers forward.
- Step 3
Tasks per service line
Each line the client bought gets its own task set, owners and due dates.
- Step 4
Approval gate
A person reviews the plan before anything goes out. Approve, or send it back.
- Step 5
Status notification
The team channel and the client get the same clear summary, and kickoff is set.
What is in the demo
- 10
- nodes on the canvas
- 3
- service lines, each with its own branch
- 9
- task templates with owners and due dates
- 4
- invented sample clients
Workflow canvas
Choose which service lines apply, press run, and watch each node light up. The run stops at the approval gate until you decide.
Onboard a client
Fill the intake form, see the tasks, owners and due dates it creates, approve the plan and preview the notification.
Everything here is invented sample data: the clients, tasks and dates are fictional, and nothing connects to a real tool. The node names echo the kinds of building blocks a visual workflow tool offers (triggers, forms, switches, merges, waits, messages).