Tenant entitlement
Automation runs only for workspaces entitled to it.
Solutions · Workflow AutomationStatus: P5 concept
Workflow Automation.
Approved before it acts.
Explore a P5 concept where conversation events become CRM tasks only after identity, entitlement and admin approval — with every step recorded.
P5 concept · Illustrative demo · Availability not confirmed
Workflow Pipeline · P5 ConceptIllustrative Demo
- Event
- Identity
- Entitlement
- Admin approval
- Idempotent job
- CRM task
- Audit
Concept state: waiting for admin review. No task is created.
P5 concept. No SQL 016, production worker, Meta channel or live CRM task execution. Buttons change local page state only; no API calls or automated messages.
Use cases
Where Workflow Automation could help.
Admin approval
An admin reviews and approves each workflow.
Duplicate prevention
Idempotent jobs are a requirement so retries don't repeat work.
Audit history
Every decision and outcome is recorded for review.
How it works
Four steps, with people in control.
Workflow Concept · Not Live
STEP 01
Event & identity
An event arrives and identity is checked.
STEP 02
Entitlement
The tenant's plan and permissions are confirmed.
STEP 03
Admin approval
A person approves, or suspends, the workflow.
STEP 04
Task & audit
An idempotent job creates a CRM task, logged in history.
Human review checkpoint
Nothing here is live: no production worker, Meta channel or CRM task execution exists for this page. Automation never sends messages on its own.
SafeguardsResponsible by design.
Responsible by design.
Confirmed before launch.
Proposed safeguards. Compliance, security and retention details need confirmation before any launch.
Approval gate
No workflow runs without admin approval.
Retry-safe by requirement
Duplicate prevention is a design requirement, not a live claim.
Suspend anytime
Admins can pause a workflow; the history is kept.
Questions & answers
A little more clarity.
What to expect from these channel concepts, and what still needs to be confirmed.
Solution finderOffline preview · No AI calls
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REBNAL SolutionsConversations that lead
Conversations that lead
to the right outcome.
See how Workflow Automation fits alongside the other REBNAL solution concepts.