Workflows now have a drag-and-drop builder. Lay out each rule as a flow of Trigger → Conditions → Actions on a canvas, see how it reads at a glance, and edit every step in place. No more long settings form.
- Visual flow: every rule reads top to bottom as When (a contract is uploaded) → If (your conditions) → Then (the actions), connected on a canvas you can pan, zoom, and rearrange
- Add steps from a palette: drop in condition and action nodes as you need them; each step can only be added once
- Edit in a side inspector: select any node to set its value, with a live summary on the node itself (the chosen types, the assignee, the value range, and so on)
- Guardrails before you save: incomplete steps are flagged, and a rule needs a name, at least one condition, and at least one action before it can be saved
- Set priority and pause inline: name the workflow, set its priority, and toggle it active or paused right from the builder header
- Same routing engine: rules still run after AI extraction on a contract's first version, matching on an AI condition plus structured filters (type, your role, counterparty relationship, value) to assign, change owner, or override the SLA
- Admin and owner only: found under Automation → Workflows