A conversation
An incoming message can start a conversation or continue a journey.
Catalisa Workflows / Work in motion
Automate tasks and connect your systems.
Turn messages, updates and schedules into actions: check documents, assign tasks, request approvals and update systems.
Explore a flow from the inside ↓One entry point. Paths with context. Continuity.
What a workflow isOne way to say it
One way to say it
what happens next.
A message arrives. A proposal changes. A scheduled time is reached. The workflow connects that starting point to the actions that need to happen next.
It organizes the order, the conditions and the information each step uses. The capabilities do the work; the flow gives meaning to the connections.
The product finds continuity from one event to the next.
Beginnings take many shapesWhat it brings in
What it brings in
the journey
in motion?
A change
A registration, a proposal or an external system reports that something happened.
One moment
A schedule starts a routine at the time set by the operation.
One person
The team can start a flow on demand, depending on their permissions.
Learn by walking through itLogic that
Logic that
you can follow along.
Choose a journey, move through the steps
and explore what changes when an exception occurs.
Conceptual simulation / One messageReceiving is just
Receiving is just
the first step.
The conversation gains context and finds a next action. The flow makes explicit what should happen between one step and the next.
Swipe to explore the journey ↔
Each connection has its own logicWait when needed.
Wait when needed.
Move forward when it can.
Not all work is a single queue. How the steps relate defines the path.
In sequence
Each step uses the result of the previous one. First find the contact; then update the context.
In parallel
Independent queries can run side by side. The next step waits only for what it actually uses.
By condition
Context guides the path. Missing data may require follow-up; a rule may change the destination.
The journey interfaceConnections go out
Connections go out
of one person's head.
The visual editor makes the composition visible.
The configuration makes explicit how each step takes part.
Canvas / See the connectionsEnlarge ↗
A campaign brings scheduling, preparation and sending together in a visual flow.
Catalisa showcase material · original date not providedConfiguring is also clarifyingWhat starts it.
What starts it.
What each step does.
How to verify.
The configuration brings together the journey's entry points and actions. Checking parameters and dependencies is part of building, before expanding its use.
See how Studio helps you buildConfiguration / Review the journeyEnlarge ↗
Configuration and validation screen preserved in the repository, with a test flow.
Interface baseline · 07/30/2026 · demo valuesThe screenshots are interface references from the repository. They do not represent a live run or full availability of integrations.
Information that travels with the workThe next step
The next step
doesn't start
without context.
Information produced in one stage can be used in the next: the contact found, the document received or the result of an assessment.
A SIMPLE EXAMPLE
The input includesOne message
The lookup findsThe contact
The action usesThe service context
It's the connection between pieces of information that lets the journey continue without asking for everything again at each step.
Continuity with accountabilityDoes the flow need
Does the flow need
explain as well
what didn't work.
Understanding the standard path is half the work. The other half is preparing operations for whatever falls outside it.
Connect flow and governanceMissing data
Define what blocks progress and how the team can fill in the context.
Service unavailable
Plan how failures will be handled. An action without confirmation should not appear as completed.
Sensitive action
Permissions, authorizations and reviews are part of the journey design.
Rule change
Validate the behavior and impact before rolling out the new configuration more widely.
To understand the compositionQuestions that
Questions that
open the way.
What is the difference between a workflow and an agent?
The workflow organizes the path between actions. An agent can interpret context and use tools within that path, according to the defined instructions and permissions. Neither needs to take on all of the other's responsibilities.
Does the flow need to use AI?
No. Queries, conditions, updates and notifications can make up a journey without AI interpretation. AI comes in when it adds value to a step and has clear limits.
Can I connect systems I already use?
A composition can query external services and leverage existing capabilities. How it works depends on the available integrations, authorized access, and each system's contracts.
Does parallel mean running everything at the same time?
Only independent steps can move forward side by side. An action that needs the result of another waits for that dependency. That relationship is what organizes the path.
Does a flow handle human review on its own?
Review needs to be an explicit part of the experience and the operation. Define where the person steps in, what they approve and how the outcome of that release reaches the rest of the journey.
Where do I start?
Choose a routine with a clear start and outcome. Identify the participants, the data, and the exceptions. Structure it in Studio and validate the complete journey before expanding its use.
Work finds continuityConnect the pieces.