Drafts Tab

The Drafts tab stores unsaved workflows and provides a workspace for creating one-time workflows that can be executed immediately or saved as reusable playbooks.

Core Features

Search Drafts

Use the search bar (top-right) to locate specific workflows in long lists.

Page Refresh

The refresh option reloads the Drafts view to ensure the latest changes are visible.

New Workflow

Select + New Workflow to create a new workflow. This opens the workflow builder page.

Onboarding: The workflow builder allows configuring onboarding actions for new hires.

Offboarding: The configuration page auto-populates all applications tied to the selected user's account for deprovisioning.

Note: The New Workflow option appears on both the Overview page and Drafts page for convenience—they open the same workflow builder.

Drafts Table

Displays all draft workflows with the following details:

Table columns:

• Workflow Name – Shows the names of draft workflows
  • Onboarding: Automatically generated as "Onboarding [First Last Name]" if not renamed
  • Offboarding: Default format is "Offboarding [Creator Name] [Date]" (For example, "Offboarding Anne Bolt 5 July")
• Users – Displays the users for whom the workflow is being prepared
• Last Edited – Shows the workflow last updated date and the admin email who modified it
• Created By – Email address of the workflow creator

Row actions:

• Edit – Opens the workflow builder to reconfigure draft actions and settings
• Delete – Removes the draft permanently (via three dot menu)

Note: Double-check before deleting—this action is permanent.