Workflows

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. Toggle as you test and roll out safely.

• Filters and search: filter by status, trigger type, category, last updated, created by, and more.

• 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.

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 → Pause lifecycle with a single toggle.

• 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 libraryBranching & 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.