Scope
This guide covers daily operation for Workflow Automation Builder. Availability depends on your tenant package, role and configured providers.
Purpose
Connect operational triggers, decisions, tools and actions.
Build node graphs with conditions, tools and failure paths.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Build node graphs with conditions, tools and failure paths.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Execute repeatable work from configured triggers.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Inspect run status, node output, retries and failures.
Verify the result
Inspect run status, node output, retries and failures. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Use permissions, idempotency, approval nodes and stop controls. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.