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Workflow Automation Engine
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Workflow Automation Engine · Available now

Trace each automation from revision to result.

Workflow Automation Engine organizes automation definitions by organization, owner, revision and connector. An owner prepares a definition; validation records a durable run and step trace, moves the definition to Validated and opens an independent review decision.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen correction follow-ups
Workflow Automation Engine · Follow-up actions

Open correction follow-ups

Follow-up actions in one list

New follow-up action
Follow-up actions in view
6
Open
3
In progress
3
Due date within 14 days
2
Open3
Repair invoice retry mappingNew customer account approval
18 Oct
Confirm inventory sync ownerEmployee access request
16 Oct
Audit access request permissionsDaily data quality check
30 Oct
Add
In progress3
Review account approval ruleNew customer account approval
19 Oct
Update renewal notification textNew customer account approval
24 Oct
Resolve support queue timeoutWeekly inventory reconciliation
13 Oct
Add
Repair invoice retry mappingFollow-up actions · FUA-40139
Open
SourceNew customer account approval
Assigned toRavi Chen
Due date18 Oct
ResolutionUpdated field mapping and replayed run
Decide reviewFUA-40139 · Repair invoice retry mapping

Reviewer decides whether the validated source revision is approved, returned or rejected.

Waiting for Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

Follow each automation from definition to result

Every feature works on the same records. Pick one to see the screen your team works in.

Definitions and ownership

Keep every automation revision tied to an owner, organization and connector.

  • Ownership
  • Revision
  • Connector
  • Automation definitions
  • Organizations
  • People
  • Action connectors
Explore definitions and ownership
OverviewDraft definitions
Workflow Automation Engine · Definitions and ownership

Draft definitions

Approval conditions

New
NumberNameRevisionOwnerDefinition
AD-40835New customer account approval270Sofia HassanCustomer records connector
AD-98071Invoice exception routing790Priya DesaiSupport queue connector
AD-31490Weekly inventory reconciliation290Elliot ParkPurchasing gateway connector
AD-79144Contract renewal reminder450Mira CostaIdentity directory connector
AD-90306Employee access request120Caleb SinghContract archive connector
6 of 6 records
New customer account approvalAutomation definitions · AD-40835
Revision270
OwnerSofia Hassan
DefinitionCustomer records connector
Example screen with sample data
Process

A trace from draft to verified outcome

Definition to verified result ships ready to use. One step needs a named approval before the work moves on: Decide review (Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Draft definition

    Record the organization, owner, connector and intended revision.

    Repair invoice retry mappingFUA-40139 · Automation Owner
    Draft definitionBy Automation Owner

  2. Validate revision

    Run validation and retain the operation and step trace.

    Repair invoice retry mappingFUA-40139 · Automation Owner
    Validate revisionBy Automation Owner

  3. Decide review

    A separate Reviewer records a decision on that revision.

    Repair invoice retry mappingFUA-40139 · Reviewer
    Decide reviewBy Reviewer
    ApprovalReviewer decides whether the validated source revision is approved, returned or rejected.

  4. Execute durable run

    Persist the source execution, operation, attempt and step.

    Repair invoice retry mappingFUA-40139 · Operations Operator
    Execute durable runBy Operations Operator

  5. Confirm receipt

    Compare the outside receipt with the run result.

    Repair invoice retry mappingFUA-40139 · Operations Operator
    Confirm receiptBy Operations Operator

  6. Verify correction

    Check any compensating action and close its assigned follow-up.

    Repair invoice retry mappingFUA-40139 · Automation Owner
    Verify correctionBy Automation Owner

Start with Validation and review

Inside a record

Keep outside actions tied to their source

Open any follow-up action to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Source, Assigned to, Due date and Resolution.

  2. 2
    Linked records

    Records linked to this follow-up action.

  3. 3
    Who works on it

    Each role sees what its permissions allow.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Decide review, with who decides.

Open correction follow-upsRepair invoice retry mapping
Workflow Automation Engine · Follow-up actions

Repair invoice retry mapping

New customer account approval · Open

Log activity
1
Record details
SourceNew customer account approval
Assigned toRavi Chen
Due date18 Oct
ResolutionUpdated field mapping and replayed run
5

Approvals

  • Decide reviewReviewer
    Approved
Example screen with sample data
Approvals

Put revision decisions with a named reviewer

OverviewApprovals
Workflow Automation Engine · Overview

Approvals

Signed in as Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RD-96612Retry policy handles temporary outage
    Daily data quality checkRequested by Admin
    Approved2dActions
  • RD-42599Connector scope exceeds approved access
    Daily data quality checkRequested by Admin
    Returned4dActions
  • RD-45968Definition matches reviewed schema
    Invoice exception routingRequested by Admin
    Approved4dActions
  • RD-74737Required failure path is missing
    Employee access requestRequested by Admin
    Returned5dActions

Who approves what

DecisionApprover
Decide reviewA separate Reviewer records a decision on that revision.Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Workflow Automation Engine to the work that is theirs. Pick a role to see what it starts with.

Admin

Owns organization setup, access and connector configuration.

  • Manage Organizations, People, Users, action connectors, source mappings
  • View automation definitions, operation runs, state history

Roles and permissions

Reports

See decisions, runs and corrections

Answer which revisions were decided, run and corrected.

Overview
Workflow Automation Engine · Overview

Workflow Automation Engine dashboard

This quarter

Automation definitions in view
6

Follow-up actions by status

How far records got this quarter

StageReachedStep
Open47
In progress1430%
Completed214%
Cancelled150%

Number of follow-up actions by status

Sample counts per stage

100
-50Open
-20In progress
0Completed
10Cancelled
Example screen with sample data
  1. 01Definition state by organization

    Group definitions by organization and current status to plan review and execution work.

  2. 02Review decision trail

    Show each source revision, reviewer, decision, date and reason.

  3. 03Run outcome by revision

    Join a definition to its operation runs, status and result reference.

  4. 04Attempt failure register

    Group failed attempts by operation key and failure reason.

  5. 05Step receipt trace

    Follow each operation run to its steps, external receipt and recorded evidence.

  6. 06Correction follow-up register

    Show assigned follow-ups, due dates, status and resolution.

  7. 07Connector mapping inventory

    List connector definitions with their source and target field mappings.

  8. 08Definition state changes

    Trace a definition's state history with actor, revision, operation key and reason.

All reports and dashboards

Who it's for

Fit the service process you run

See how Workflow Automation Engine fits your kind of team.

Service operations

Trace reviewed service actions from a source request to a provider receipt.

Finance operations

Keep approval and execution evidence together for finance operations.

Shared services

Manage automation ownership across organizations and service teams.

Controls

Preserve the revision and receipt trail

Each stage of definition to verified result names the role that acts and the status it records, so a change is never anonymous.

OverviewDefinition to verified result
Workflow Automation Engine · Process

Definition to verified result

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
7
Validate revision
Automation Owner
StatusDraft → Validated
RecordsOperation steps, Operation runs
Execute durable run
Operations Operator
StatusQueued → Succeeded
RecordsAutomation executions, Execution attempts, Operation steps
Verify correction
Automation Owner
StatusOpen → Completed
RecordsState history
Definition to verified result
  1. Start
    Validate revisionDraft → Validated
    Operation steps
  2. Approval
    Decide reviewReviewer
    Reviewer
  3. Step
    Execute durable runQueued → Succeeded
    Automation executions
  4. Step
    Verify correctionOpen → Completed
    State history
Example screen with sample data

See each stage in detail

AI agent

Prepare the next check with Proto

Ask Proto to prepare traceable review and execution checks.

It can

  • Automation Owner: Gather the definition revision, connector and validation trace for review.
  • Reviewer: Compare a pending decision with its source revision and supporting evidence.
  • Operations Operator: Locate a failed operation by key and summarize its attempts and step receipts.
  • Integration Steward: Compare a connector's mapping version with the fields observed in a test run.

Stays with a person

  • The Reviewer makes the approval decision.
  • The Operations Operator confirms outside results before retrying or accepting an uncertain run.
  • Proto can organize the records and prepare a check, but it must act within the person's permissions and retain the original evidence and revision history.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Workflow Automation Engine
  • Source system
  • Action provider
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Definitions and ownership4
  • Validation and review6
  • Durable execution5
  • Steps and attempts4
  • Connectors and mappings6
  • Corrections and evidence7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ownership

    Name the organization, Automation Owner, Reviewer, Operations Operator and Integration Steward for the first automation.

  2. Map the input

    Choose a source record identifier, connector, input schema, definition version and field mapping that can be checked against the source system.

  3. Validate and decide

    Run revision validation, inspect its operation and step trace, then have a separate Reviewer record the decision.

  4. Run and reconcile

    Execute one reviewed revision, compare the run, attempt and step receipt with the action provider, and investigate an uncertain response before any retry.

  5. Rehearse correction

    Create a successor revision through the correction workflow and leave the follow-up open until the compensating outcome is verified.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Workflow Automation Engine.

All questions
How do I get started?

Click Get started, then use Proto to configure Workflow Automation Engine for your business. Pilot one definition, one reviewed revision and a source request whose outside result your team can verify.

What does a definition contain?

It ties the automation to an organization, owner and connector. It also keeps trigger information, input schema, retry policy, version and current status.

Who makes the review decision?

A named Reviewer records the decision on the source revision, with a reason and evidence reference. Agree who can review each organization's work when setting up access.

How do we see what ran?

Open the execution and its linked operation run. Check the attempt and step records for timing, result references and outside receipts.

What if a provider times out?

Check the operation key, provider reference and any step receipt with the outside service before deciding whether another attempt is safe.

Can we correct a completed action?

The correction workflow retains the earlier revision, records a correction run and compensating step, creates a successor and opens a verification follow-up.

Can teams use different outside services?

Action connectors and field mappings identify the service context for a definition. Configure each provider's account and credentials with its owner.

How is the history kept?

State history records changes against a definition with actor, revision, operation key and reason. Decisions, evidence documents, runs and follow-ups retain their own records.

What should we test first?

Validate a revision, record both an approved and returned review, run one known source request, investigate a failed attempt and verify a correction against the outside service.

Set up Workflow Automation Engine your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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