Smart Logic
One Flow. Every path.
Tasks appear or are skipped based on what actually happened in the run — so one Flow handles every variation of your process without duplicate templates.
The problem
Most processes have exceptions. High-risk clients need extra review. Large purchases need executive sign-off. Teams either build ten separate templates or let exceptions fall through the cracks.
How it works
- 1
Set a condition on any field
Pick the field that determines the variation — a dropdown, checkbox, number, or date — and define the trigger: equals, contains, greater than, is empty.
- 2
Define what changes when the condition is met
Show or hide a task, make a field required or optional, or trigger an approval workflow — automatically, the moment the condition is satisfied during execution.
- 3
Run the same Flow for every case
Executors see only what's relevant to their specific situation. No parallel templates to maintain. No manual routing between variants.
Used by teams like
Compliance & Audit
KYC depth driven by client risk score
If risk score field > 70, the enhanced KYC task appears and an additional approver is added automatically. Low-risk clients skip it entirely.
IT & Security
Access request level triggers different approval gates
Standard access = team lead approval. Privileged access = IT security + CISO. One access request Flow, two paths, no manual routing.
Operations
Vendor type determines qualification tasks
Service vendors skip the physical inspection checklist. Product vendors get it. The dropdown selection at step 1 drives everything downstream.
Stop maintaining ten templates for one process
One Flow with Smart Logic handles every variation automatically.
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