Workflow Automation

Automate partner onboarding, performance monitoring, and communication workflows

Start New Workflow

Trigger automated workflows for partner management

Onboarding Workflow

  • • Send welcome email
  • • Setup Stripe Connect account
  • • Generate referral code
  • • Mark onboarding complete

KPI Alert Workflow

  • • Check performance metrics
  • • Send performance alert email
  • • Suggest improvement actions
  • • Schedule follow-up

Graduation Workflow

  • • Check tier eligibility
  • • Update partner tier
  • • Send congratulations email
  • • Award graduation bonus

Weekly Report Workflow

  • • Generate performance report
  • • Calculate weekly earnings
  • • Send report email
  • • Update performance metrics

Workflow Executions

Recent and active workflow executions

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