Business use case — at a glance
- Step 1Versioned graph
- Step 2Each run is tracked
- Step 3Approvals for risky actions
- Step 4Retry & dead-letter paths
High-risk steps wait for people; failures are visible.
Workflow automation engine design
What a production workflow layer must do beyond drawing boxes in a UI.
Core concepts
- Definition — versioned graph (triggers, conditions, actions)
- Run — instance with state: queued → running → waiting_approval → succeeded / failed / dead_letter
- Outbox — reliable delivery to integrations and workers
Human-in-the-loop
High-risk actions (large discounts, regulatory messages, account status changes) should enter waiting_approval with explicit approver roles—not silent auto-exec.
Observability
Every run logs inputs/outputs sufficient for support replay without exposing secrets. Failed runs must be retryable with idempotency keys on external effects.
UI evidence: workflow screenshots on the case study.
Next step
Configure modules, budget band and timeline on the product page—or read engineering evidence on the case study.
Open scope estimator Technical case studyMore in this cluster
- Custom AI CRM & automation hub
- Insurance lead automation
- Banking & collections workflows
- BPO multi-client CRM
- Vertical SaaS RevOps platform
- Build vs buy AI CRM
- Multi-tenant RevOps architecture
- AI voice + CRM integration
- Workflow engine design
- Delivery phases & acceptance
- Integration planning checklist
- Production readiness checklist