Flow Building
Smart Logic: one Flow for every variation
Configure rules that adapt the Flow automatically as fields are filled.
7 min · Process owners, Ops leaders
In most tools you duplicate templates for every variation. Smart Logic removes that: one Flow covers every scenario.
Capabilities
What Smart Logic does
Show/hide tasks
Adapt the Flow to context
- •Based on any field value, show or hide tasks mid-run.
- •Example: show the legal review task only if the contract value is greater than $50k.
- •Hidden tasks are skipped and never appear to assignees.
Auto-assignment
Route to the right person
- •Assign tasks to different users based on filled values.
- •Example: route to Senior CS if the account tier is Enterprise.
- •Eliminates manual handoff coordination between teams.
Conditional loops
Repeat until the condition is met
- •Repeat a task or task group until a condition is satisfied.
- •Example: repeat document collection until 'Document approved' is true.
- •Useful for review cycles with quality criteria.
Available operators
| Operator | Field type | Example |
|---|---|---|
| is equal to | Any field | Status = 'Approved' |
| is not equal to | Any field | Department ≠ 'IT' |
| contains | Text | Name contains 'LLC' |
| does not contain | Text | Product does not contain 'trial' |
| greater than | Number, Date | Value > 50000 |
| less than | Number, Date | Deadline < today + 7 days |
| between | Number, Date | Risk between 40 and 70 |
| is filled | Any field | Tax ID is filled |
| is empty | Any field | Approval is empty |
| is true | Checkbox | GDPR consent = true |
Examples
Real-world use cases
- Vendor onboarding — Route due diligence tasks based on vendor risk level — standard, high-risk, or sub-processor.
- HR onboarding — Show only the tasks relevant to the new employee's department.
- Contract renewal — Adjust the approval flow based on contract type and value.
- Incident response — Automatically escalate based on the severity recorded in the triage field.
- Client onboarding — Adapt the setup and training steps to the contracted plan.
Can I combine multiple conditions?
Yes. Use AND and OR operators between conditions to build precise composite rules.
Does Smart Logic work on running runs?
Yes. Rules are evaluated as fields are filled during the run.
Can a loop repeat more than once?
Yes. The loop repeats as many times as needed until the condition clears.
Do hidden tasks appear in the audit trail?
No. Hidden tasks are skipped. If a task reappears (condition reversed), it appears as newly active in the timeline.
Simplify your template portfolio
Consolidate variants into a single smart Flow. Our team helps with the mapping.