Workflow Builder

Visual designer — no code required. Conditional logic, multi-step approvals, agent orchestration, notifications. Test in sandbox. Deploy instantly.

By the numbers

Workflow Builder by the numbers.

Zero
Code required
< 30 min
Average workflow build time
Instant
Deployment speed
100%
Testable in sandbox

The use case

Build any finance workflow. Without writing code.

Finance and procurement teams hitting the limits of off-the-shelf workflow tools. IT backlog 6+ months. Custom logic always breaks on the edge cases. Spreadsheet shadow processes proliferate.

Flowie's visual workflow builder + agent primitives (extract, match, route, approve, integrate, post) let finance and ops teams build custom workflows in hours, not quarters. Drag-drop. Connect to your ERPs. Activate. Iterate.

For who

Finance Operations
Excel macros holding the close together. Brittle, undocumented.
Process Owner
IT delivered a workflow tool. It cannot do my actual job.
IT / CIO
Backlog 100 finance/procurement tickets deep. No bandwidth.
Power User
Want to automate. Cannot code. Stuck waiting for IT.

Capabilities

What Workflow Builder actually does.

Visual Drag-and-Drop Designer
01Capability

Visual Drag-and-Drop Designer

Build workflows by dragging nodes onto a canvas. Connect triggers, conditions, approvals, agents, and actions visually — no code required.

Conditional Logic
02Capability

Conditional Logic

If/else branching, threshold-based routing, multi-criteria decisions. Build complex business logic that reads like a flowchart.

Multi-Step Approvals
03Capability

Multi-Step Approvals

Sequential, parallel, or conditional approval chains. Amount-based escalation, delegate rules, and automatic timeout handling.

Agent Orchestration
04Capability

Agent Orchestration

Drop AI agents into any workflow step. Agents read documents, make decisions, and route exceptions — all within your visual workflow.

Implementation

Live in weeks, not years.

Day 1

Connect

Plug Flowie into your ERPs, banks, and partner systems. No data migration, no integration team, no rip-and-replace.

Week 1

Ship

First workflow live in production. Your team uses it on real intake, match, payment, and reporting work — not in a sandbox.

Month 2

Scale

Multi-entity rollout. Compliance gates pass. Workflows expand to your full team and full ERP/partner stack.

Customer voice

What teams running on Workflow Builder say.

Our procurement team built 12 workflows in their first week without any IT involvement. The visual builder is genuinely intuitive — drag-drop-test-deploy. The workflows replaced a backlog of automation tickets that had been sitting in IT's queue for 18 months.
Ho

Head of Operations

Head of Procurement Operations, Distribution group

12 workflows, week 1, no IT
Sandbox testing with real data is the feature that made me trust this for production. We simulated 6 months of edge cases on a contract-renewal workflow before going live — including the messy approval-loop scenarios I knew our old tool would have broken on.
IO

IT Operations Manager

IT Operations Manager, Healthcare network · 12 sites

6mo edge-case sim before go-live
I architect workflows that span 4 ERPs, 2 expense systems, Slack, and 11 entities. Used to require an integration project per ERP. With the builder, the same workflow targets all of them — connectors handle the per-ERP translation. One workflow. Eleven entities.
SA

Solutions Architect

Solutions Architect, Industrial group · 11 entities

4 ERPs, 1 workflow

Asked & answered

Buyers ask us this.

Do we need developers to build workflows?

No. The visual builder is designed for business users — procurement, finance, and operations teams. Drag, drop, connect, test, deploy. No code at any step.

Can workflows span multiple systems and entities?

Yes. A single workflow can trigger actions across multiple ERPs, send notifications via Slack or email, invoke AI agents, and route approvals across entities.

How do we handle workflow changes without disrupting live processes?

Edit workflows in the sandbox, test with real data, then deploy. In-flight transactions continue on the previous version. New transactions use the updated workflow automatically.

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See Workflow Builder on your stack.

Start free. See your first workflow run before the next quarter close.

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