Workflows

Describe the routine once; the workflow does the rest.

When something happens — a form is sent, an instalment falls due, stock runs low — steps run in order. Any step can wait for your approval.

Workflows that do the work for you

An event or a schedule starts the flow; conditions split it into branches and steps run the real actions of your modules. Connected apps, waits and approvals sit on the same canvas, and every run is recorded.

Which workflow ran when

Start with Era

Runs, success rate and pending approvals.

Weekly runs

See the load.

Workflow card

Trigger, condition, action, approval.

Build it with Era

Say “draft a reminder when an instalment is due”; Era draws the flow, you approve.

Approval step

Critical actions wait for you.

History

A record of every run.

On / off

Pause with one click.

From event to outcome

With events from every module.

Start with Era

Questions about Workflows

Automations that react to what happens, or run on a schedule, and do the work for you. Its pages: Workflows.

This module has no settings page of its own; you shape its views and fields in the workspace.

The module has 10 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.

It shares records with Organization, Platform; turning it on brings them into the workspace too.

From event to outcome.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.