Workflow Builder
Design the processes your trust repeats every term
Most operational failure is not a lack of effort. It is a process that lives in one person's head, in one inbox, in one spreadsheet.
Building blocks
- Triggers (date, event, assessment result or manual start)
- Steps with a named owner
- Conditional branches
- Approval stages
- Evidence requirements
- Reminder schedules
- Escalation rules
- Completion criteria
- Audit history
Example workflows
- Annual policy review cycle
- New staff IT onboarding
- Leaver access removal
- Termly digital standards review
- Supplier renewal decision
- Incident follow-up
- New school onboarding into the trust
- Recurring partner service review
Workflows are configurable capability. Nothing consequential — approval, publication, external communication — happens without an explicit human decision step.
Worked example
Agentic policy review, step by step
The assistant does the assembling. A person does the deciding.
AI-assisted draftHuman approval required
Fictional demonstration data
- 1Trigger: the safeguarding policy review date is 30 days away.
- 2The Policy Review Assistant assembles the current version, the change log and relevant guidance.
- 3A draft review summary is produced and clearly labelled as AI-assisted.
- 4The named policy owner reviews, amends or rejects the draft.
- 5The approver signs off the final version — a person, never the workflow.
- 6Schools are notified and asked to acknowledge.
- 7Acknowledgement is tracked and chased automatically.
- 8The next review date is scheduled and the audit history is closed.
See a workflow run on fictional data
The demonstration includes the policy review cycle end to end, using invented policies for Northstar Learning Trust.