When Templates Are Not Enough
Pre-built workflow templates cover the common processes. But every business has processes that are unique — the specific way your firm handles a certain type of engagement, the approval chain that reflects your organizational structure, the reporting format your biggest client requires.
Flows handles these through custom workflow design. The process is collaborative: you describe what you need, Assist helps you design the workflow, and Flows deploys it.
Designing a Custom Workflow
Start by describing the process to Assist in plain language: "When a new document is uploaded to a client folder, I need it reviewed for completeness, the client notified that we received it, the assigned team member alerted, and a task created in our project management tool with a five-day deadline."
Assist translates this into a workflow design: the trigger (document upload), the steps (review, notification, alert, task creation), the conditions (which folder, which team member), and the timing (immediate notification, five-day deadline). You review the design and approve it.
Flows builds and deploys the workflow. The first few runs are monitored to ensure it behaves correctly. Adjustments happen in real time — "The deadline should be three days for tax documents, five days for everything else" — and Core remembers the refinement.
Testing Before Deployment
Every custom workflow goes through a test phase before going live. Flows runs the workflow with test data and shows you exactly what would happen at each step. You can see the notifications that would be sent, the records that would be created, and the decisions that Core would make.
This test-before-deploy approach prevents the automation mistakes that erode trust. No one receives an incorrect notification. No records are created in the wrong place. No clients get contacted by mistake. The workflow is verified before it touches real data.
Iteration and Refinement
Custom workflows improve over time just like everything else in CentsibleAI. As Flows runs the workflow repeatedly and Core observes the outcomes, the system identifies patterns: this type of document always gets routed to the same person, this notification is always acknowledged within an hour, this task deadline is always extended by the team member.
These observations become suggestions: "This document type is always handled by Sarah — should I route it to her directly?" "This deadline is extended 80% of the time — should the default be seven days instead of five?" You approve the refinements, and the workflow gets smarter.
When to Involve Us
Simple workflows — trigger, action, notification — can be designed entirely through Assist. Complex workflows — multi-step processes with conditional branching, external API integrations, or compliance requirements — benefit from our team''s involvement in the design phase.
We include custom workflow design in every CentsibleAI engagement. Your processes are unique. The platform should reflect that.