Route runs by conditions
Pause for human review
Execute actions on approval
Getting started
Create a workflow and select a trigger
Go to Workflows in the sidebar and create a new workflow. Click the Start node and choose a trigger: Quote approval (when a sales rep submits a quote) or Contract uploaded (when a contract PDF is uploaded or forwarded). One active published workflow applies per trigger at a time.
Node types
| Node | Purpose |
|---|---|
| Switch | Route the run down different branches based on conditions |
| Review | Pause the run and create an approval task in Watchtower |
| Action | Run a Sequence operation (publish quote, create schedule, etc.) |
| End | Terminate a branch |
| Note | Canvas annotation; does not execute |
Switch node
The Switch node evaluates conditions against the quote or contract data and routes the run down the matching branch. Add branches with + and remove them with −. The final branch is always Else (catch-all for runs that do not match any condition). Each branch has one or more conditions; multiple conditions on a branch use AND logic. Available properties: Total contract value, Total discount value, Products, Currency, Raw text, Comment.
Review node
The Review node pauses the workflow and creates a task in Watchtower assigned to the approvers you configure. The run holds until someone completes it. Configure the review type (e.g. Quote) and add approvers. The node exposes Approved and Rejected output paths; connect each to the appropriate next step.
Action node
The Action node runs a Sequence operation when a condition is met or a review is approved. Available actions: Publish quote, Create schedule, Contract extraction.
Note node
The Note node is a canvas annotation. It does not execute. Use it to explain branches, record policy decisions, or leave context for future editors.
Publishing
Workflows start as drafts. Save and return as needed. When ready, Publish. The workflow then runs for every new trigger event. Version history records what was running at any point in time. Edit the draft and republish to update logic without interrupting in-flight runs.Quote approval flow
Quote submitted
A sales rep submits a quote for approval in Sequence. The request comment is captured and attached to the run.
Switch evaluates conditions
The workflow runs the Switch node against your conditions (deal size, discount, currency, products). The run takes the first matching branch.
Review task in Watchtower
The run pauses at the Review node. A task appears in Watchtower for the assigned approvers with the full quote, requestor details, and sales rep comment.
Monitoring
All workflow runs are tracked in Watchtower. Visibility is role-based:| Role | Contract intake runs | Quote approval runs |
|---|---|---|
| Admin | All runs | All runs |
| Quote owner (non-admin) | All runs | Their own |
| Approval requestor (non-admin) | All runs | Runs they requested |
| Other non-admin | All runs | Not visible |
Permissions
Admin users can approve quote review tasks. Users assigned to a task can complete it; admins can complete any task. Finer-grained approver roles are planned.Best practices
Map the full flow before building
Map the full flow before building
Sketch the happy path and edge cases first. Who approves what? What happens on rejection? Use Note nodes to capture decisions.
Use one workflow per trigger
Use one workflow per trigger
Model variation within a single workflow using Switch branches. Multiple overlapping workflows for the same trigger cause conflicting actions and a fragmented audit trail.
Layer conditions precisely
Layer conditions precisely
Combine conditions on a branch (e.g. total contract value more than $50,000 and currency equals USD). Route the Else branch somewhere sensible.
Test every branch before publishing
Test every branch before publishing
Walk through each branch before going live. Confirm Approved and Rejected paths on every Review node lead somewhere meaningful.
Keep approver assignments current
Keep approver assignments current
Update the Review node when approvers change role or leave the team.
Related
- Watchtower — Review tasks, track runs, audit decisions
- Contract intake agent — End-to-end contract processing built on Workflows