Starts the run and asks for the details it needs.
Workflows
Research that runs
on its own.
Chain agents into one workflow: a KYB check, a sanctions screen, a security questionnaire, a risk brief. Start it by hand, on a schedule, from a webhook or from your code. Branch on the result, and pause for a person wherever a decision matters.
- ✓A credit cap on every run
- ✓Approvals where it matters
- ✓Test before you go live
Screen a new vendor · workflowExample run
Building blocks
Snap steps together. See each one run.
A workflow is a handful of steps joined in order. Each step does one job and passes its result on.
Hands a question to a research agent and takes back a cited answer.
Repeats a step for every company, person or row in a list.
Sends the run down one branch or another, on a rule you set.
Pauses until a person approves or rejects in the review queue.
Sends the result to your inbox, Slack or another system.
Tools, transforms and merges, shown when you build your own.
Triggers
Five ways to start. One workflow.
The same workflow can be started by a person, by the clock, by another system, by your code or by a change in the world.
Start it yourself
Run it from the workspace when you need it, filling in the details it asks for.
On a schedule
Every morning, every Monday, every month. Hourly on paid plans.
From a signed webhook
A form, CRM or monitoring system posts an event and the run starts.
From your code
Start a run through the REST API and read the result when it finishes.
When something changes
A sanctions listing, a registry change, a new court record or adverse news.
Built-in control
Hands off, not out of the loop.
Workflows run on their own, inside limits you set, and pause where a person should decide.
Approvals where it matters
A run pauses at an approval and waits for a person. Nothing is sent before they sign off.
Branches on your rules
High risk goes to review, low risk goes straight through. Steps that do not depend on each other run side by side.
A credit cap on every run
Set the most a run may use. Each agent step stays within its effort cap, and the run stops at yours.
Test, then turn it on
Run it as a test, read every step, then activate it. Each change is a version you can go back to.
Start from a template
Six workflows, ready to adapt.
Each starter is a working workflow: open it, change the steps to fit your process, test it and turn it on.
- Started by a person
Vendor onboarding
Due diligence and a security review run side by side. A high risk waits for a person; the result goes to your inbox with the questions to send the vendor.
- Due diligence
- Security review
- Risk high?
- Approval
- Inbox
- Started by a person
New business customer
KYB and KYC with a credit recommendation, and AML screening alongside. High risk goes to enhanced due diligence; a reviewer decides every customer.
- KYB + credit
- AML screening
- EDD if high
- Approval
- Slack
- Every Monday
Weekly sanctions and adverse-media watch
Re-screens a customer for sanctions and PEPs and checks the news. Only a material change or a new hit is posted.
- Sanctions + PEP
- Adverse media
- Changed?
- Slack
- Signed webhook
Inbound lead
A form or CRM posts a lead. The account is researched and scored; a lead scoring 70 or more gets its buyers found and a reply drafted for you to approve.
- Research
- Score
- Score ≥ 70?
- Buyers
- Approval
- Signed webhook
Transaction alert triage
Your monitoring system posts an alert; the agent investigates the customer and counterparties and recommends a disposition. Escalations wait for the MLRO.
- Investigate
- Escalate?
- MLRO approval
- Slack
- Every Monday
Weekly competitor watch
Tracks your competitors' releases, pricing, hiring and messaging. Only a material change is posted, with the threat level.
- Track competitors
- Material?
- Slack
Keep exploring
The rest of the platform.
Playbooks, agents, workflows and skills share one workspace, one evidence trail and one credit balance.
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