Guides & builds / Workflows and integrations
Give the next step somewhere to go.
for operators chasing requests, copying information between tools, or checking whether the next step happened.

Example scenario
A request that reaches the right person
take a request that arrives by email. it needs a task, an owner and a decision. map those steps first. some steps can follow a fixed rule; others might need AI to interpret the request, or a person to approve it.
the goal is a result saved in the right place, with a way to see what happened and handle the cases that need attention.
How to approach it
- 1
Map the current path
write down the trigger, the information needed, each decision and where the finished work belongs.
- 2
Choose what can run on its own
connect the tools and define the actions allowed. keep an explicit approval step for the decisions that need it.
- 3
Test the awkward cases
try a repeated request, missing information and an unavailable tool. agree who gets notified and how to recover.