Home›Product›Workflow builder
▶ Feature 01

You know how it should run.
Click it together.

The workflow builder is the heart of HR-Autopilot. You describe your process the way you already have it in your head: what the starting point is, what should happen next, what counts as an exception. Clicked together in minutes, without a line of code.

→How a workflow takes shape

Drag the building blocks,
set the order, done.

The palette sits at the top and your workflow grows underneath it. Each building block brings its own settings. You fill in what you need and leave the rest.

  • Over 30 building blocks, combine them as you like
  • Every step shows the programme, the action and the values handed over
  • The order can be changed at any time, even in live operation
  • Automatic layout, so the view stays readable
ConditionData DocumentPersonTime
Workflow saved · live from now on
This is how it looks

Not a diagram.
This is the builder.

A real workflow from live operation: every evening it reads the workforce from Personio and from payroll, compares both by personnel number, carries over every difference and reports the result to the team.

Hover over a building block to see what it does.
The building blocks

Twenty-four building blocks.
Everything is built from these.

This is the complete list, not a selection. Every building block is set up through fields, not through code.

Functional building blocks 17

Working with systems

📥Fetch dataRead records from a connected programme, one by one or as a list.
📤Write dataCreate or update records, in one programme or several.
📁Search a folderCheck a folder for new files, locally or on a file server.
📂Move a fileTidy processed files away, rename them or put them in an archive.

Involving people

📝Have a form filled inSend a questionnaire to employees or managers and reuse the answers.
📧Send a messageEmails with attachments and placeholders from the data in the workflow.
✅Obtain approvalThe workflow waits until the responsible person approves or rejects.
💬Send a chat messageMessages in Teams or Slack, to a person or a channel.
📱Send an SMSShort notices to the phone when an email would be too slow.

Preparing data

📃Read a fileRead PDF, Excel or CSV and take the values into the workflow.
🔢CalculateTotals, differences, deadlines and conversions from the values in the workflow.
⚖️Compare recordsHold two sets of data against each other and find differences by a key.
🔗Merge dataJoin several lists into one, with fields from both sources.
✨Evaluate text with AIClassify free text, summarise it or break it into fields.
📄Create a PDFBuild a finished document from data and a template.
📊Write to ExcelWrite values into a spreadsheet, row by row or as a block.
🗒️Fill in a documentFill a template with the values from the workflow, a contract for instance.

Logical building blocks 6

🔸Only continue if …The workflow only continues when a condition is met.
🔀DecisionIf-then branching by contract type, location, pay grade or any field.
🔁RepeatRun through a list, for example carrying over every difference found.
⏫Run in parallelStart several branches at once instead of waiting one after another.
⏳WaitUntil a date, for a duration, or until a condition is met.
⚡Start another workflowCall another workflow. That is how large processes are built from small parts.

Closing 1

🏁End hereA defined end with a result. Several endings depending on the path are possible.

On top of that there are variables: what one block delivers is available to the next. The list from the HR system, the list from payroll, the differences found, all visible and named. Every block also has its own error path, so a workflow never quietly stops.

→Changing safely

Test before it counts.
Roll back if you have to.

You do not change a workflow that touches salaries on a hunch. So every change runs in test mode first, every version is kept and every change is recorded.

  • A test run with real data, with nothing written
  • Versioning, with every earlier version one click away
  • Change log: who changed what in the workflow, and when
  • Automatic retries when a programme is briefly unreachable
Free and without an appointmentThree tools that tell you something straight away

No brochure, no sales loop. In a few minutes you have a number you can put in front of your management.

From live operation

What customers have
actually built with it.

From a one-line workflow to a nested process across six programmes, all with the same building blocks.

Simple

Passing on a change of address

Trigger→3 × write data

Four building blocks, built in ten minutes. The typical first workflow, the one HR learns on.

4 building blocks10 minutes to build
Medium

Joining, with site-specific logic

Trigger→Condition→5 × data→Document→Message

Depending on the site and the contract type a different branch runs, including creating the contract and a welcome email to the team.

14 building blocks2 branches
Complex

A promotion with an approval chain

Form→2 × approval→Condition→Payroll→Permissions→Document

The manager requests it, HR checks it, the board approves it, with a reminder, escalation after five days and an automatic contract change.

23 building blocks3 levels of approval
Questions about the builder

Before you
get started

Do I have to be able to program?
No. The workflow builder works with building blocks you assemble by clicking. Anyone who can write an Excel formula will manage, and in practice most people need no formula at all.
Can I test a workflow before it goes live?
Yes. Every workflow can be run in test mode with real data, without anything being written to your programmes. Only when you are happy do you make it live.
What happens if I make a mistake?
Every version is kept and is one click away. The autopilot also logs every execution, so you can always trace what happened.
What if a programme is unreachable at that moment?
The workflow repeats the step automatically to a set pattern. Only if it keeps failing are you told, along with the step it is stuck on.
How many building blocks are there?
Over 30, grouped into triggers, conditions, actions, people, time and documents. They can be combined and nested as you like.
The next step

Build your first workflow
in our call.

We do not demonstrate. You click. After 30 minutes you will know whether you want to work with it.