HomeProduct
Workflow automation

The engine behind every approval, review and escalation, without writing code.

Every lifecycle in Blueprint+ runs on the same workflow engine. Define a process on a visual canvas, set who can act at each step, add an escalation matrix, test it, and watch every run in the execution log.

Policy approval · standard6 steps · tested 2 Sep
AuthorDocument owner
Review2 reviewers · 5 days
Approve?Head of Compliance
Boardoptional tier
Publishstarts acknowledgement
Escalation: no decision in 5 business days → CCO · reminder at day 3
A workflow on the builder canvas, with its escalation rule
The problem
"Just email it to Priya"

Processes that live in people's heads

The approval path exists, but only as habit. When the person who knows it is on leave, the process stops.

A ticket to IT for every change

Workflows that need developers

Tools that can automate approvals usually need engineering to change a step. Compliance waits in the backlog.

Nobody knows what is stuck

No execution record

Which approvals are overdue, where they are stuck and for how long is a question answered by asking around.

What it does
01
Workflow builder

Design the process on a canvas, not in a ticket

Add steps, assign roles, set access per step, define deadlines and the escalation matrix. Describe the process in a sentence and Magpie AI generates a starting workflow to edit. The test runner walks the workflow with sample data before it goes live.

  • Approvals, reviews, escalations, parallel and conditional steps
  • Access control per step, by role
  • Test runner and execution log on every workflow
A running workflow showing each stage, its participants and their status
A live run: each stage, who acted, when, and what is overdue
Fields
Short textLong textChoiceDateFile uploadPerson
Incident report form
Incident title
Business unit affected
Date and time detected
Description
Linked policy
Properties
TypeChoice
RequiredYes
SourceMasters · Business units
Visible toReporter, CCO
Generated byMagpie AI
The three-panel form builder with a field selected
02
Form builder

Collect the data each step needs, in a form built the same way

Workflows collect information through forms designed in a three-panel builder: a field palette, the form, and the properties of the selected field. Choice fields draw from org-wide Masters so the options stay consistent, and Magpie AI can generate the fields from a description of what the step needs.

  • AI-assisted field generation
  • Choices sourced from admin-managed Masters
  • Per-field visibility by role
03
Inboxes and history

Everyone sees only their work; you see all of it

Task inboxes are role-specific: authors see their requests, managers see what to delegate, assessors see assessment tasks. Execution History shows every workflow run across the platform, searchable by status and timing, so "what is stuck and where" is a filter, not a meeting.

  • Role-specific task queues
  • Execution history across every process
  • Overdue flags, reminders and escalations recorded
My tasks · Approver5 open
Approve: Credit Risk Management Policy v2.1Requested by David Lee · policy approvalOverdue 2d
Approve: Business Continuity Plan v1.3Requested by Michael Brown · policy approvalDue tomorrow
Review: RCSA Q3 · TreasuryAssigned by Priya Nair · assessment reviewDue 30 Sep
Decide: Incident INC-0192 escalationEscalated from branch operationsDue 3 Oct
An approver's inbox (illustrative)
Flow
Used across the platform

One engine, every lifecycle.

The same builder runs policy approvals, procedure publishing, register changes, RCSA stages, incident escalations and anything else you design.

Policies

Draft, review, approve, board, publish.

Registers

Proposed changes to risks and controls go through review before they are published.

RCSA

Scope, respond, review, report, with reminders to the business.

Your processes

Exception approvals, incident handling, vendor onboarding, whatever needs a defined path and a record.

Turn the process in people's heads into one that runs itself.

The trial includes the standard policy approval workflow, ready to edit on the canvas.