DealSleek · How-to guidePreview

Create a workflow

6 steps, from “Basics” to “Review & create”, with what to enter at each one.

Steps

01
Basics
Name, description, and region for the new workflow.
Workflow nameRequired
Descriptive identifier for this automation workflow.
Data residency regionRequired
Geographic boundary and legal jurisdiction where workflow runs are executed.
Workflow description
Functional summary of triggers, logic steps, and business outcomes.
02
Design
Add the steps your workflow runs, connect them, and choose where it starts.
Workflow canvas DAGRequired
Directed acyclic graph defining execution nodes, triggers, conditions, and actions.
03
Triggers & enrollment
Pick when this workflow fires and who it enrolls.
Triggers
EnrollmentRequired
Goal
Suppression
Dedupe key
04
Governance & budget
Autonomy levelRequired
Oversight owner
Backup owner
Bias awareness ack
Proxy metric
Proxy divergence cap bp
Learning stop policy
Control group pct bpRequired
Monitored signals
Auto degrade policy
Log retention days
Content capture
05
Compliance
Processing purposeRequired
Legal basisRequired
Data categoriesRequired
Recipients
Retention duration daysRequired
Retention basisRequired
Contains phiRequired
Minimum necessary justification
ClassificationRequired
Cross border destination
Cross border safeguard
06
Review & create
Confirm everything and save the workflow as a draft.