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Workflows

Automate routine requests with a visual, no-code builder. Route, approve, provision, notify, and update requests, and orchestrate recurring processes like onboarding and offboarding

1

Overview

Automate routine requests and free your team for work that requires expertise. Siit Workflows let you route, approve, provision, notify, and update requests using a visual, no-code builder. Use workflows to resolve straightforward requests instantly, accelerate complex resolutions, and orchestrate recurring processes like onboarding and offboarding.

2

The table view

The workflow table is your control room. It lists every automation with status, trigger, category, ownership, and activity.

  • Status chips: Live, Paused, Draft. Open a workflow and use Set live or Pause as you test and roll out safely.

  • Filters and search: filter by status, trigger type, category, and created by. Sort by Last updated to find recent changes.

  • Categories: group related workflows (IT Access, HR, Security). Categories can also be used in roles & permissions to limit who can view or edit a set of workflows.

  • Activity: see “Total enrolled” to understand how often a workflow runs.

  • Manage categories and create new workflows from the toolbar.

  • Run History :

    • Branch column : each run row shows which branch the workflow took, so you can see at a glance which path ran.

    • Clickable request ID : click a request ID in the history to open that request in the current tab.

3

Build visually (no code)

Design the flow on a canvas. Read and manage complex automations at a glance.

  • Drag‑and‑drop steps. Zoom, pan, and re‑order easily.

  • Branching with Paths. Split the flow based on conditions (e.g., “If app = Okta → provision; else → create Jira ticket”).

  • Draft → Live → Paused lifecycle using Set live and Pause buttons.

  • Each step shows a summary (e.g., “Set status: New”). Open to edit details when needed.

4

Explore all the core features of requests management:

Triggers overviewActions libraryVariables & SecretsBranching & approvals

You can also add images simply by copying and pasting them directly into the editor — and GitBook will automatically add it to your file manager.

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