Workflows
Section ID: Guide/jd40dpm1no#overview
Status: Upcoming — not yet available.
Start with one business result that agents and people can complete together. The recommended first recipe is an approved customer document: draft it, validate the exact revision, obtain human approval and confirm the save in the owning system.
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Name the final record that proves success and the inputs/actions permitted for producing it.
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Follow draft, approve and save for the bounded procedure.
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If the work grows into changing evidence, recurring activities and several human tasks, use the customer-case recipe.
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Keep the original operation references through interruption; a partial draft, pending review and confirmed save are different results.
Finished result: a confirmed business outcome, or visible unfinished work with a recovery path. Workflow interfaces are upcoming; the linked recipes describe the completed-product experience.
| Use case | Recipe |
|---|---|
| Produce one reviewed document and confirm it was saved | Agent coordination |
| Gather changing evidence and route eligible human work before closing a case | Processes and case management |
Browse the platform overview for related capabilities.
Document ID: Guide/jd40dpm1no