Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
Templated Workflow Builder
The Templated Workflow Builder lets you assemble reusable, multi-step workflows from standard building blocks. Where approval workflows focus specifically on approval gates, the workflow builder orchestrates broader processes that combine approvals, notifications, data updates, and conditional logic.The Templated Workflow Builder is an upcoming feature on the DualEntry roadmap for ~July 2026. This page describes the planned functionality.
Building Blocks
You construct workflows by arranging building blocks in sequence. Each block performs a specific action:- Approval step - pause the workflow until one or more approvers act. Configuration mirrors the options in approval workflows: assign by user, role, or manager.
- Notification step - send an email or Slack message to specified recipients. You define the message template, which can include dynamic fields from the record (e.g., vendor name, amount, due date).
- Field update step - automatically set a field value on the record. Use this to assign a classification, change a status, or populate a default value when the workflow reaches this point.
- Conditional branch - evaluate a condition and route the workflow down different paths. Conditions include amount thresholds (e.g., if amount > $5,000, route to path A), record field values, or classification values.
Template Library and Versioning
After you build a workflow, you save it as a template in the template library. Templates are reusable-you apply a single template to multiple record types or entities without rebuilding the logic each time. When you update a template, you choose whether to push the changes to all workflows using that template or only to new ones. The template library provides a central place to manage your organization’s process definitions. You can version templates, compare versions, and revert to an earlier version if needed. Each version records who made the change, when, and a description of what changed, giving you a full history of how your processes have evolved.Use Cases
The workflow builder is designed for multi-step processes that go beyond simple approval chains:- Month-end close process - define a workflow that locks the sub-ledgers, sends a notification to the close team, runs reconciliation checks, routes exceptions for review, and posts the final close entry.
- Vendor onboarding - collect vendor data, route for compliance review, send a welcome notification, and create the vendor record once all steps pass.
- Invoice processing - receive a bill via OCR upload, auto-categorize with AI, route for approval based on amount and department, send a payment notification, and schedule the payment.