Explore GreatWork Workflow for process stages, approval evidence, exception routes, and ownership. Plan repeatable work and review setup requirements.
Give repeatable work a clear route from request through review to a completed business outcome. Explore Workflow with a representative process to discuss stages, owners, approvals, and exceptions. Bring examples of a missing detail, a rejected request, and a returned approval so the walkthrough reflects how your team actually handles work that cannot move straight through.
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Where Workflow fits
Map the trigger, required information, responsible role, and completion rule for each stage. Define what an approver is deciding and the evidence available at that point. Plan routes for clarification, rejection, withdrawal, and unresolved exceptions. Review the available workflow configuration with realistic records and user roles. Confirm any automation, notifications, timing rules, or external-system actions required in your setup. Test ordinary and difficult cases, then assign an owner who can review the process when responsibilities or business requirements change.
Practical workflows to discuss
- Prepare a purchase-request review with clear ownership and approval evidence.
- Map a clarification route for a service request with missing details.
- Review exception handling before introducing a revised internal approval process.
Plan your setup
- What event starts the process and what proves it is complete?
- Who owns each approval and the evidence required for that decision?
- Which exception paths and configuration requirements need testing before rollout?
Explore Workflow
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: AI, Automation & Productivity.
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