Platform

Everything you need to run workflows properly

Design, launch, track, and govern the workflows your team repeats every week, month, or quarter.

Onboarding + TrainingIn progress

0/7 tasks0% completeResp.: Gustavo

1Onboarding documentationAAna LimaApproval0%

2System access setupTTI0%

3Policy & compliance trainingUnassignedApproval0%

4Role-specific trainingGGestor0%

5Team integration & mentoringUnassigned0%

6Skills validationRRHApproval0%

7Cleared for independent workUnassignedApproval0%

Step 1 of 7 in progress

Platform capabilities

DesignStart from a blank canvas or let AI sketch the first draft. Either way, you will be running it in minutes.

ExecuteHit launch and watch the work move. Every step has an owner, a deadline, and a record.

MonitorNo more Monday-morning status meetings. Open the dashboard and everything is there.

ControlPermissions, logs, and exports. The governance layer your compliance team has been asking for.

Deep dives

Every feature, explained

Chapter 1 · AI Flow Builder

Describe it once. The Flow builds itself.

Turn a plain-language description of any recurring process into a structured, executable Flow — with tasks, fields, due dates, and approval gates — in under 10 seconds.

Challenge

Building a workflow template from scratch takes hours of back-and-forth: which fields are needed, in what order, who approves, what triggers what. Most teams give up and use a spreadsheet.

1
Describe your process in plain languageType anything from "new supplier qualification" to "monthly close checklist with finance approval." No syntax, no schema, no template to fill out.
2
AI generates a complete, structured FlowCadenio generates tasks with the right field types, required markers, approval gates, and phase groupings — based on what the process actually needs.
3
Refine, publish, and runEvery generated Flow is fully editable. Add conditional logic, tweak due dates, reassign owners, or add escalation rules before publishing your first version.

Operations: Vendor onboarding in 8 seconds
HR & People Ops: New hire checklist with IT and manager tasks

Read the full article

Chapter 2 · 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.

Challenge

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.

1
Set a condition on any fieldPick 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 metThe 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 caseExecutors see only what's relevant to their specific situation. No parallel templates to maintain. No manual routing between variants.

Compliance & Audit: KYC depth driven by client risk score
Quality: Inspection repeats automatically until the checklist comes back clean

Read the full article

Chapter 3 · Approval Workflows

Approvals with accountability. Not email chains.

Replace ad-hoc approval emails with formal gates that capture who approved, when, with what comment — and optionally require a digital signature. Every decision is logged and auditable.

Challenge

Approval by email thread loses context, has no timestamp, and leaves no audit trail. When auditors ask 'who approved this?', the answer is a 30-minute search through inboxes.

1
Configure the approval gate on any taskSet the policy: ANY approver (first to respond unblocks the flow) or ALL approvers must act. Add as many approvers as needed — users or groups.
2
Approvers act directly in CadenioApprovers receive an in-app notification. They review the submitted task data, add a required comment if configured, and approve or reject — with an optional digital signature.
3
Rejection loops back, approval moves forwardOn rejection, the task returns to the submitter for revision — or the flow continues anyway, depending on your configured behavior. Every outcome is timestamped and stored.

Finance: Payment authorization with CFO signature
Compliance & Audit: Policy exception with 2-of-2 reviewers

Read the full article

Chapter 4 · Data Sources

One table of truth. Every dropdown up to date.

Create and maintain reference tables — suppliers, regions, cost centers, regulatory codes — inside Cadenio. Connect them to form fields as dynamic dropdowns that always reflect the latest data.

Challenge

Reference data lives in disconnected spreadsheets shared over email. By the time someone fills a form, the supplier list is outdated, the region codes are wrong, and nobody knows which version is current.

1
Create a table or import from CSVBuild columns manually or drag-and-drop a CSV file. Cadenio parses, previews, and bulk-imports rows — no formatting headaches.
2
Connect it to any form fieldAdd a Data Source field to your Flow template. Pick the table and the display column. At runtime, executors see a live, searchable dropdown.
3
Update once, reflect everywhereEdit a row in the data source and every Flow that references it picks up the change instantly. No re-publishing templates, no stale options.

Compliance & Audit: Regulatory body lookup across all compliance flows
Operations: Supplier directory filtered by region

Read the full article

By team

Built for teams that run critical operations

Every team has recurring workflows they wish ran more reliably. Here is how they use Cadenio.

Operations

Run recurring workflows and actually know they happened.

Client onboarding
Vendor review cycles
Escalation handling

Compliance & Audit

When the auditor asks for records, export them in seconds — not days.

Control checklists with sign-off
Document collection per task
One-click compliance exports

HR & People Ops

Every new hire follows the same path. Every offboarding closes every loop.

Employee onboarding/offboarding
Performance review cycles
Policy acknowledgement tracking

IT & Security

Change approvals and access reviews that leave a paper trail by default.

Access reviews
Change management flows
Incident response playbooks

Customer Success

Onboard every customer the same way. Renew them without scrambling.

Account onboarding
QBR preparation
Renewal and churn-risk workflows

Finance

Close the books on time, every time, with digital sign-off at each step.

Month-end close checklist
Payment approval flows
Reconciliation sign-offs

See how it works in practice

Automate your processes with smart logic and traceable approvals.

Start free trial Talk to a specialist

Platform

Everything you need to run workflows properly

Design, launch, track, and govern the workflows your team repeats every week, month, or quarter.

Onboarding + TrainingIn progress

0/7 tasks0% completeResp.: Gustavo

1Onboarding documentationAAna LimaApproval0%

2System access setupTTI0%

3Policy & compliance trainingUnassignedApproval0%

4Role-specific trainingGGestor0%

5Team integration & mentoringUnassigned0%

6Skills validationRRHApproval0%

7Cleared for independent workUnassignedApproval0%

Step 1 of 7 in progress

Platform capabilities

DesignStart from a blank canvas or let AI sketch the first draft. Either way, you will be running it in minutes.

ExecuteHit launch and watch the work move. Every step has an owner, a deadline, and a record.

MonitorNo more Monday-morning status meetings. Open the dashboard and everything is there.

ControlPermissions, logs, and exports. The governance layer your compliance team has been asking for.

Deep dives

Every feature, explained

Chapter 1 · AI Flow Builder

Describe it once. The Flow builds itself.

Turn a plain-language description of any recurring process into a structured, executable Flow — with tasks, fields, due dates, and approval gates — in under 10 seconds.

Challenge

Building a workflow template from scratch takes hours of back-and-forth: which fields are needed, in what order, who approves, what triggers what. Most teams give up and use a spreadsheet.

1
Describe your process in plain languageType anything from "new supplier qualification" to "monthly close checklist with finance approval." No syntax, no schema, no template to fill out.
2
AI generates a complete, structured FlowCadenio generates tasks with the right field types, required markers, approval gates, and phase groupings — based on what the process actually needs.
3
Refine, publish, and runEvery generated Flow is fully editable. Add conditional logic, tweak due dates, reassign owners, or add escalation rules before publishing your first version.

Operations: Vendor onboarding in 8 seconds
HR & People Ops: New hire checklist with IT and manager tasks

Read the full article

Chapter 2 · 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.

Challenge

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.

1
Set a condition on any fieldPick 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 metThe 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 caseExecutors see only what's relevant to their specific situation. No parallel templates to maintain. No manual routing between variants.

Compliance & Audit: KYC depth driven by client risk score
Quality: Inspection repeats automatically until the checklist comes back clean

Read the full article

Chapter 3 · Approval Workflows

Approvals with accountability. Not email chains.

Replace ad-hoc approval emails with formal gates that capture who approved, when, with what comment — and optionally require a digital signature. Every decision is logged and auditable.

Challenge

Approval by email thread loses context, has no timestamp, and leaves no audit trail. When auditors ask 'who approved this?', the answer is a 30-minute search through inboxes.

1
Configure the approval gate on any taskSet the policy: ANY approver (first to respond unblocks the flow) or ALL approvers must act. Add as many approvers as needed — users or groups.
2
Approvers act directly in CadenioApprovers receive an in-app notification. They review the submitted task data, add a required comment if configured, and approve or reject — with an optional digital signature.
3
Rejection loops back, approval moves forwardOn rejection, the task returns to the submitter for revision — or the flow continues anyway, depending on your configured behavior. Every outcome is timestamped and stored.

Finance: Payment authorization with CFO signature
Compliance & Audit: Policy exception with 2-of-2 reviewers

Read the full article

Chapter 4 · Data Sources

One table of truth. Every dropdown up to date.

Create and maintain reference tables — suppliers, regions, cost centers, regulatory codes — inside Cadenio. Connect them to form fields as dynamic dropdowns that always reflect the latest data.

Challenge

1
Create a table or import from CSVBuild columns manually or drag-and-drop a CSV file. Cadenio parses, previews, and bulk-imports rows — no formatting headaches.
2
Connect it to any form fieldAdd a Data Source field to your Flow template. Pick the table and the display column. At runtime, executors see a live, searchable dropdown.
3
Update once, reflect everywhereEdit a row in the data source and every Flow that references it picks up the change instantly. No re-publishing templates, no stale options.

Compliance & Audit: Regulatory body lookup across all compliance flows
Operations: Supplier directory filtered by region

Read the full article

By team

Built for teams that run critical operations

Every team has recurring workflows they wish ran more reliably. Here is how they use Cadenio.

Operations

Run recurring workflows and actually know they happened.

Client onboarding
Vendor review cycles
Escalation handling

Compliance & Audit

When the auditor asks for records, export them in seconds — not days.

Control checklists with sign-off
Document collection per task
One-click compliance exports

HR & People Ops

Every new hire follows the same path. Every offboarding closes every loop.

Employee onboarding/offboarding
Performance review cycles
Policy acknowledgement tracking

IT & Security

Change approvals and access reviews that leave a paper trail by default.

Access reviews
Change management flows
Incident response playbooks

Customer Success

Onboard every customer the same way. Renew them without scrambling.

Account onboarding
QBR preparation
Renewal and churn-risk workflows

Finance

Close the books on time, every time, with digital sign-off at each step.

Month-end close checklist
Payment approval flows
Reconciliation sign-offs

See how it works in practice

Automate your processes with smart logic and traceable approvals.

Start free trial Talk to a specialist