Features
One system for the work that moves between people.
Remove the delays between people: unclear owners, manual routing and waiting for sign-off.
01
·
Visual workflow builder
Draw the process the way you'd explain it.
Lay out stages on a canvas, add branches for exceptions, and set an owner and a target time for each stage.
Stages, branches and parallel paths
Form-based intake with required fields
Draft, test and publish versions of a flow
Flows
/
Vendor onboarding
/
v4 draft
DRAFT
Publish
INTAKE
Vendor request form
Anyone
STAGE
Procurement review
Jon · target 1d
Spend > $25k?
YES
PARALLEL
APPROVAL
Finance sign-off
Priya
APPROVAL
Security review
Sam
HANDOFF
Accounts payable
Ada · target 1d
END
Vendor ready
NO
SKIPS APPROVALS → HANDOFF
Fig. 01 — Builder canvas, Vendor onboarding (draft)
Spend over $25k → Finance
ACTIVE
When
A vendor request is submitted
If
Annual spend is over $25,000
Then
1.
Add Finance lead as a required approver
2.
Request a security questionnaire
3.
Set a 3-day target for review
02
·
Rules and triggers
Routing that follows your policy, not someone's memory.
Combine a trigger, a condition and actions. Every rule reads back as a plain sentence.
Triggers from forms, stage changes, dates or connected tools
Conditions on any field, with and/or groups
A run log showing which rule fired and why
03
·
Automated approvals
The right approvers, in the right order, with the full story.
Sequential or parallel sign-off, chosen by rules, with the request and its history in view.
Sequential and parallel sign-off
Thresholds, delegates and out-of-office cover
Approve, reject or ask a question from email or chat
FP-1042 · VENDOR ONBOARDING
YOUR APPROVAL
Harbor & Pine Supply
Annual spend
$38,400
Category
Packaging
Requested by
Maya
Why you: rule “Spend over $25,000” requires Finance sign-off.
APPROVAL CHAIN
JN
Jon · Procurement
Approved · Mon 11:40
PR
Priya · Finance
Approved · Tue 11:02
SM
Sam · Security
Reviewing · 4h
AD
Ada · Accounts payable
Next · receives handoff
SM
Do they store any of our customer data? If not, I can approve today.
SAM · 10:48
MA
No customer data — packaging only. Questionnaire attached.
security-questionnaire.pdf
Approve
Ask a question
Reject
Fig. 03 — Parallel approval with rule context
Reports
/
Vendor onboarding
LAST 6 WEEKS
MEDIAN CYCLE TIME
2.6 d
18% vs prior period
ON TARGET
87%
+9 pts
RUNS COMPLETED
142
+12
Median hours in each stage, by week
Intake
Review
Approval
Handoff
66
W14
63
W15
63
W16
50
W17
39
W18
34
W19
Median hours per stage, W19
Intake
3h
Review
· LONGEST WAIT
12h
Approval
13h
Handoff
6h
Fig. 04 — Cycle-time report (illustrative data)
04
·
Reporting and analytics
See where work waits, not just how much there is.
Time in stage, on-target rate and the stages that slow each flow down.
Cycle time and time-in-stage
On-target rate per flow and per team
Scheduled reports and CSV export
Also included
The details that keep work moving.
Board and list views
Every run with its owner and time waiting.
Handoff packets
Context travels with the work to the next owner.
Owners and backups
A named owner and a backup for every stage.
Integrations
Triggers from your tools, actions back out.
Feature FAQ
Questions about the product.
If you can't find what you need here, our team can walk you through it.
Yes. A flow can split based on a condition, run stages in parallel and join again before the next stage. Parallel approval is the most common use.
Flows have draft and published versions. You can run a draft against sample data and see which rules would fire before publishing it.
External people can submit requests through forms and approve steps from a secure link, without needing a seat. They can't see the board.
To email, chat or the Pathwise inbox — each person chooses. Digests and quiet hours keep the volume manageable.
See your own process in Pathwise.
Bring one workflow to a walkthrough and we'll build it with you.
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