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- Workflow Automation Engine
- Who it's for
- Finance operations
Finance operations
A finance operations team may automate an action whose result needs careful review. The definition records the instructions and organization, while the review decision and operation trace show which revision was examined and what was executed. Agree with the service owner which outside system holds the financial source record; use its stable identifier when starting a run.
How Workflow Automation Engine is set up for you
Separate preparation and decision
The Automation Owner validates the revision, and a Reviewer records the approval or return against that exact version.
Preserve the source
The execution keeps the source record identifier and parent definition so an investigator can locate the originating request.
Check the provider
The Operations Operator compares the external receipt and result reference with the outside financial system before accepting a successful outcome.
Keep corrections visible
A successor revision, compensating step and verification follow-up show how an earlier action was addressed without altering its original trace.
A finance operations team may automate an action whose result needs careful review. The definition records the instructions and organization, while the review decision and operation trace show which revision was examined and what was executed. Agree with the service owner which outside system holds the financial source record; use its stable identifier when starting a run.
Begin with one bounded action that has an observable provider receipt. Write down the organization's connector owner, the input schema and the expected result. Validate the revision and have a different person decide on it. Run a test source record, then reconcile the execution, run, attempt and step with the provider's response. Rehearse a duplicate request and a returned review. When the team can explain both cases, add another action under the same agreed controls.
The app records automation evidence and the result of connected actions. Financial posting rules and balances remain with the designated financial system and its owners. Define the reconciliation handoff before using the automation for a live business decision.
[See the data model](/workflow-automation-engine/data-model) and [review the process](/workflow-automation-engine/processes/validation-and-review).
Features to start with
Roles on the team
- Automation Owner
- Prepares definitions and follows their results and corrections.
- Reviewer
- Makes the independent decision on a validated definition revision.
- Operations Operator
- Starts reviewed runs and investigates attempts and receipts.
- Integration Steward
- Maintains the connection and field mapping context for outside services.
- Audit Reader
- Reads decisions, state changes, evidence and execution traces.
Set up Workflow Automation Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.