How OflowAI Works: A Step-by-Step Overview

OflowAI - A Step-by-Step Overview

OflowAI simplifies and automates business processes through a drag-and-drop interface combined with powerful workflow automation capabilities. Here's how it works:

1. Define Your Workflow

• Drag-and-Drop Builder: Users can visually design workflows by dragging and dropping process components onto a canvas.
• Customizable Steps: Define each step of the process, including approvals, tasks, notifications, or conditional actions.
• No Coding Needed: The intuitive interface allows non-technical users to set up processes without writing a single line of code.

 2.   Add Rules and Conditions

    Rule Engine: Incorporate business rules to control the flow of processes. For example:

• "If an order value > $10,000, send it for manager approval."
• "If the status is ‘complete,’ notify the finance team."

Conditional Logic: Add ‘if-then’ rules to create dynamic and responsive workflows that adapt to real-time inputs.

3.  Design Forms for Data Collection

    

Form Designer: Create custom forms to collect data at different workflow stages.

Integration: Forms can pull data from or push data to ERP systems (like Odoo, SAP) seamlessly.

Example: A form can capture new insurance applications or order fulfillment details.

4. Integrate with Existing Systems

• OflowAI integrates with external tools and ERP platforms like:
  • Odoo (Community and Enterprise versions).
  • CRM, HR, or Finance systems.
  • Third-party applications via APIs.
• Integration enables real-time data exchange and eliminates manual updates.