Workflow builder.

Automate a process on AlignX’s records. Triggers, conditions, approvals and actions, without code.

The workflow studio's own list of definitions, each with the record type it runs on and its status

Every workflow in the tenant, with what it runs on and whether it is live.

Builder

Drag, drop, publish.

Place a trigger, a condition, an approval or an action on the canvas. The builder tells you what is missing before you publish.

The workflow studio canvas with a trigger, a condition and its two branches, and the publish check reading zero errors

Approvals

Send a decision to the person who has to make it.

Route it to a person or a committee. The workflow waits for the answer and keeps the reasons with the record.

A stage gate awaiting approval on a record, with the approver named and the approve and reject controls

Run history

See what ran, and what it changed.

Every run is kept on the record it touched, not in a log somewhere else.

The workflow list with engine health, timers and the runs against each definition

What is in the box

Six kinds of step. 48 kinds of record.

Triggers

When a record is created, a field changes, or a date arrives.

Conditions

Branch on the record's own data. True and false paths, groups of rules.

Actions

Set a field, create a record, send a message, move a stage.

Approvals

By a person or a committee. The workflow waits and keeps the rationale.

Stages and parallel branches

Model a stage gate, or run two branches at once and join them.

Versions and run history

Publish a new version when you need to. Every run stays on the record it touched.

Frequently asked questions

  • No. Workflows run on AlignX's own engine inside your Microsoft environment. Power Automate is how you reach systems outside it, like Jira or ServiceNow.

Automate your first process.

Twenty minutes, your context, one workflow built live.