Workflows

Choose the right trigger source for your workflow: entity events, schedules, time-relative offsets, inactivity, manual runs, webhooks, and form submissions.

Use placeholders and filters to pull dynamic data into action configs, branch conditions, and input mappings.

Build scheduled workflows that pull recent records, summarise them with AI, render a PDF digest, and email the attachment.

Browse the template gallery, instantiate a template, and customise it for your account.

Govern workflows safely with versioning, audit logs, dry-run mode, metrics dashboards, and portable JSON import and export.

A reference for every workflow action: record operations, notifications, helpdesk, calendar, HTTP, PDF, AI steps, branches, loops, waits, and sub-workflows.

A complete introduction to ISO Mate workflows: trigger sources, actions, the visual editor, placeholders, templates, versioning, dry run, and metrics.