Workflows

Org process workspace — how work moves through the firm. Onboarding checklists, review cadences, escalation rules, exception queue, playbooks. Owned by Ops + Compliance + Senior RM.
Active runs
28
across 12 playbooks
Onboardings in-flight
6
2 at commercial-disclosure stage
Reviews overdue
4
oldest 12d late
Escalations open
3
1 at Team Head
Exceptions pending
24
7 kinds · KYC leads
Playbooks
12
10 active · 2 draft
Run Playbook Subject Current stage Owner Age SLA left Status Actions
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Live workflow runs · in-session mutations · resets on server restart
Backend playbook catalog live from /list/workflows
Playbook · New client onboarding 12 steps · v4.1 · updated 02 Aug 2026 by Aarti K.
# Step Depends on Owner role SLA Required artifacts Notes Actions
Recent onboarding runs 6 named · click to open
Run Status Progress Current step · owner Day
Playbook statslast 90d
Avg duration6.4 days
Fastest run3.5 days · Pillai (Aug)
Slowest run14 days · Aggarwal (Jul)
Common bottleneckRisk profiling (2.1d avg)
Runs completed18
Runs abandoned1
Rule Trigger Frequency Scope Owner role Auto-generates Next run Enabled
Escalation ladderfive tiers · each tier owns the stuck step for its window before it steps up
RM
Nishant M. · Karan M.
Tier 1 · 0–24h
→
Sr RM
Aarti Kulkarni
Tier 2 · 24–72h
→
Team Head
Vikram Anand
Tier 3 · 3–5d
→
Compliance
Priya Nair
Tier 4 · 5–7d
→
Business Head
Rahul Deshmukh
Tier 5 · > 7d
Escalation rules 9 rules · last edit 08 Aug by Priya Nair
Trigger From To Window Channel Recent cases
Subject Kind Detail Opened By Age Status Actions
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Playbook catalog
Playbook Description Steps Avg duration Active runs Last edit Actions
Live /tab/workflows/… preview