Workflows

A guide to the eight ISO Mate workflow trigger sources: entity events, field changes, schedules, time-relative offsets, inactivity, manual runs, webhooks, and form submissions, with the configuration each one needs.

Learn the placeholder forms and filter pipeline that let ISO Mate workflows reference trigger data, step outputs, loop items, and change sets inside action configs, branch conditions, and input mappings.

A step-by-step guide to a scheduled ISO Mate workflow that gathers recent records, summarizes them with an AI step, renders a PDF digest, and emails the attachment, plus the fastest path using the Summarize and email template.

A guide to the ISO Mate Template Gallery: browse pre-built workflows, instantiate a template with its full action tree intact, map account-specific settings, and customize before you enable.

A guide to the governance features that keep ISO Mate workflows safe and observable: versioning and restore, audit logs, dry run, metrics dashboards, execution history and retries, and portable JSON import and export.

A reference for every ISO Mate workflow action, grouped by purpose: record operations, notifications, helpdesk, calendar and activity, external integrations, AI steps, and control flow like branch, for-each, wait, and call sub-workflow.

A complete introduction to ISO Mate workflows: the eight trigger sources, the action catalog, the visual builder, placeholders and filters, templates, and governance features like versioning, dry run, and metrics.