Guide
Review and operate a governed automation flow
Validate inputs and approvals, distinguish proposed effects from completed work, and recover a blocked run.
Demo baseline · November 13, 2026Review the definition and scope
Open the authorized automation or configuration workspace. Confirm the trigger, actor, data scope, target module and proposed action. Preview on controlled records and inspect the resulting action and required approval. Verify that the intended effect is possible under the current module capability and record policy.
Inspect the run
- Find the run for the original trigger and compare the action inputs to the intended target.
- Check stage, result, failure code, review, and linked record. A successful local step and an asynchronous provider effect can have separate receipts.
- For a stale version or rejected approval, reload the target and make a new reviewed decision. For a provider failure, compare the delivery state and idempotency key before using a retry action.
- For an uncertain ERP purchase submission, use ERP reconciliation. Confirm the matching provider reference and audit receipt before treating the run as completed.