Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
Set up approval workflows in three simple steps.
- Define the triggerSpecify when the process should start.
- Set the decisionChoose reviewers and the approval rule.
- Monitor the runFollow progress, history and exceptions.
Everything you need for reliable approvals.
- Reliable triggersStart from a field change, date, schedule or webhook.
- Rule-based routingChoose approvers from the business context.
- Clear approval rulesRequire any one, all or a minimum number of reviewers.
- Delegation and escalationKeep approvals moving when someone is away.
- Execution historySearch runs and investigate where work stopped.
A visual designer and parallel branches Later
Everything in Workflow & automation
The routine steps and approvals, defined once and handled the same way everywhere. Items marked Later come in a later phase.
Workflows
- Workflow definitions
- Approval routing
- Automation rules
- Escalations
Monitoring
- Workflow monitoring
- Workflow execution history
- Searchable history of every run
Designing workflows
- Triggers: field change, date, schedule or webhook
- Approvers by rule, such as the requester’s manager
- Any one, all, or a minimum number of approvers
- Approval delegation while you’re away
- Warnings about loops before a workflow goes live
- A visual designer and parallel branches Later
Connected modules.
Start from business records, respect approval authority and keep execution issues visible to administrators.
Common questions
Questions
Will there be a visual designer?
A visual designer and parallel branches are marked Later.
When will workflows be available?
Workflow & automation is Coming soon.