Smart Logic
One Flow. Every path.
One condition can show or hide tasks, assign the right person, or repeat a step until the work clears — so one Flow handles every variation 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
The right tasks surface, the right person is assigned, and steps repeat exactly as many times as the work requires — all driven by what was actually entered, with zero manual intervention.
- 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.
Quality
Inspection repeats automatically until the checklist comes back clean
If 'Defects found' is greater than 0, the inspection step resets and the team gets a fresh form for the next round. The flow only advances once a run is submitted with zero defects — no manual re-routing needed.
Customer Success
Account tier auto-assigns the implementation task to the right owner
When 'Account type' is Enterprise, the implementation task is automatically assigned to the Senior CS Manager. Starter accounts route to the standard queue — no manual handoff needed.
Stop maintaining ten templates for one process
One Flow with Smart Logic handles every variation automatically.
Related features