WORKFLOW AUTOMATION
Move the work when the evidence changes.
Trigger requests, tasks, assignments, approvals, reminders, payments and integrations from real client events.
Workflow capabilities
- Workflow templates
- Triggers and actions
- Conditions and dependencies
- Durable execution and retries
- Testing and publishing
- Audit and exception handling
When a required document is accepted, complete the client step, notify the assigned specialist, unlock agreement review and recalculate readiness.
Demo workspace — workflow progressionSynthetic demo data
- Engagement
- Northgate Advisory — Client onboarding
- Stage
- Document review
- Readiness
- 82% service-ready
- Blocked
- Waiting on client: proof of address
High-risk decisions remain assigned to authorised people. Automation moves work; it does not remove accountability.
Model your service lifecycle without custom development.
Start with one workflow template and publish when your team is confident.