1. Workflow Automation Engine
  2. Questions before you choose
FAQ

Questions, answered

Answers about revisions, review, runs and connected actions.

Workflow Automation Engine

9 questions

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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.

How to get started