Building a Workflow

The workflow builder is a visual canvas where a workflow template takes shape as a sequence of connected nodes. Every template starts with a Start node and an End node; building a workflow is the process of adding stage nodes between them and configuring each one.

Adding and connecting nodes

Drag a node type from the palette onto the canvas — Task, Approval, Integration, AI Agent, or Notification (see Stage Types for what each one is for) — and drop it anywhere. Connect nodes by dragging from one node's output handle to the next node's input handle; the resulting directed edge defines the order work flows in. A template can branch — one stage connecting to two different next stages depending on outcome — which is covered in Branching & Approvals.

What the stage configuration panel controls

Clicking any stage node opens its configuration panel, where you set:

• Required role — which role (Writer, Reviewer, Voice Artist, Supervisor, etc.) is eligible to be assigned this stage.
• Assignment strategy — how an eligible user is selected; typically Round Robin, detailed fully in How Assignment Works.
• Supervisor — who gets notified on an SLA pre-breach warning or an assignment fallback.
• Completion form fields — what the assignee must fill in to submit the stage, covered in Custom Fields.
• Skill requirements — optional constraints (language, specialization) that narrow the eligible pool beyond just role.

Templates as reusable blueprints

A template is a blueprint, not a live process — building it doesn't create any tickets. Once saved, a template becomes available in the ticket creation flow, and every ticket created from it inherits its current stage structure and configuration at the moment the ticket is created. Changing the template afterward doesn't retroactively rewrite tickets already in progress; it only affects tickets created from that point forward, which keeps a live production run stable while you keep improving the template underneath it.

For the full detail on how a real Radio Ad Production template comes together, see the Workflow Builder feature page, which walks through a live example end to end.