Processes

Learn how to transform your automations into reusable processes.

What is a Process?

A process is an automation workflow built using one or more procedures. It represents a complete business task, such as processing an invoice from receipt to payment.

Process States

A process can exist in one of two states:

1. Draft – A version of the process for development and testing.

2. Published – A finalized, production-ready version of the process.

Processes are also versioned, allowing every update to be tracked. The draft–publish workflow ensures automations can be safely developed, tested, and deployed without disrupting business operations.

How to Create A Draft Process

After testing your automation in the Playground, the next step is to save it as a draft process. A draft process allows you to formalize and iterate on your automation before publishing it to production.

1

Convert a Playground

Click Create Process after building your automation in the Playground.

2

Name Your Process

Give your process a name. For example:

• validate the reports

• review the submissions

• to process the data

3

Create a Draft Process

Click on Create a Draft Process .

Publish a Process

Once your draft is stable and complete, you can publish it. Once published, the process becomes locked for edits, making it stable and ready for production. Published processes can be edited by converting back to draft mode.