Workflows: your process, drawn once

Your process

• Every team has a process: who reviews, who approves, and what happens next. Usually, it lives in someone's head.
• In MAESTRO, a workflow puts that process on records that have a status, like documents, deviations and visits.

Design

• Open the visual designer. Add states, initial, regular and final, then drag from one to the next.
• Click a transition to set its allowed roles, and whether it requires a comment.
• It saves as you go, and a health badge checks the design: no dead ends, no unreachable states.

Actions

• Each transition can carry actions: tasks for a team, notifications, and webhooks to other systems.
• A task template sets the team, the priority, and a due date counted in days from the transition.
• With an auto-attachment, every new record of that type starts in the workflow by itself.

Run

• My Tasks lists only the records waiting on you: the ones where you can act.
• Preview a transition first, and see the tasks it will create, before anything changes.
• Then execute it. The record moves, the tasks are created, and the history gains a row.

Follow

• The workflow also follows the record: change a document's status, and its workflow moves with it.
• That is when notifications are sent and webhooks are called, with retries if a system is down.
• Back in the designer, Show live runs puts a count on every state.
• And the analytics page adds the totals, and a timeline of activity.

Workflows in MAESTRO: your process, drawn once, and tracked on each record it is attached to.