SoftDocket

Platform · Workflow

Approvals, SLAs, escalations — built visually, audited automatically.

Ops authors flows in a drag-and-drop canvas. Engineering plugs in webhooks where needed. Every step is timestamped and traceable.

Capabilities

Six primitives. Endless flows.

  • Triggers

    Record created, field changed, schedule, webhook, SLA breach.

  • Conditions

    Branch on any field, role, site, or computed expression.

  • Actions

    Notify, assign, update record, call webhook, create ticket.

  • Approvals

    Sequential or parallel. Quorum rules. Delegation. Auto-escalation.

  • SLAs

    Business-hour aware. Pause on customer wait. Multi-tier escalation.

  • Recurring jobs

    Cron, calendar, or relative-to-event schedules. Idempotency built in.

Architecture

Durable, observable, idempotent.

  1. Designer

    Drag-and-drop canvas with live preview + dry-run mode.

    • Canvas
    • Dry-run
    • Versioning
  2. Engine

    Durable state machine on Postgres; survives restarts and partial failures.

    • State machine
    • Retry policy
    • Idempotency keys
  3. Connectors

    Built-in actions for every SoftDocket module + outbound webhooks.

    • Module actions
    • Webhooks
    • Email + WhatsApp
  4. Audit

    Every transition logged with actor, timestamp, and payload diff.

    • Audit log
    • Replay
    • Metrics

Why ops leaders pick it

Ship a workflow before the meeting ends.

  • Author without engineering

    Ops builds, tests in dry-run, ships — without filing a ticket.

    Avg 22 min from idea to live

  • Idempotent by default

    Replays, partial failures, network glitches — the engine handles them. You don't write retry logic.

    Zero duplicate side-effects

  • Audit on every step

    Compliance gets a full transition log. No more 'who approved that?' Slack threads.

    100% transition coverage

Common questions

Authoring, versioning, and rollback.

See it in action

We'll build your first flow on the call.

Bring an approval chain or an SLA you're tired of running manually. We'll author it live in 15 minutes.

Workflow Automation — SoftDocket Platform