Cross-module workflow engine
Automations
Neon-backed workflows run on the server, continue when the browser is closed, queue higher-risk actions for approval and keep a shared execution audit trail.
Workflow library
10 active
Sales · KretivOS recipe
Customer foundation
Provision the minimum KretivOS records required for every new customer.
When: Customer created
Executions
0
Last run
Never
Execution mode
Automatic
Action sequence
Every action is idempotent. Running it again will skip records that already exist.
1
Create onboarding checklist
Creates a reusable onboarding checklist for the customer.
2
Create onboarding project
Creates a planning project linked to the customer.
3
Create customer profile knowledge
Creates an editable Markdown profile in Knowledge.
Recent executions
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Run it manually or wait for its trigger.