Knowledge Base

Learn how to search your published policies and procedures with natural language questions, read answers with source citations, and filter by document type.

Learn how to generate compliance policy templates and refine existing policy content using the AI-powered editor built into the policy writing experience.

Learn how to use the AI Assistant to ask natural language questions about your live account data across compliance, DevOps, QA, tasks, incidents, and more.

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.

Step-by-step guide to personalizing your dashboard layout with widgets, templates, auto-refresh, and keyboard shortcuts.