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Mock demo · simulated data

Onboarding workflow

Pick a sample partner and run it through the canvas. Some cases stop on purpose, so you can see how a blocked step is shown and cleared.

  1. 1In progress

    Collect details

    Partner form: business, sites, payout and tax data

  2. 2Waiting

    Validate

    Automatic checks on every field and document

  3. 3Waiting

    Route for approval

    A rule picks the approvers from the risk score

  4. 4Waiting

    Approvals

    Partner manager, plus compliance when flagged

  5. 5Waiting

    Activate

    Issue tracking links and payout terms

  6. 6Waiting

    Reconcile month 1

    Partner report against campaign data

  7. 7Waiting

    Close and report

    Approve the statement and archive the case

Next: Collect details. Partner form: business, sites, payout and tax data.

Case trail

No steps run yet.