Processes
Processes are the foundation of workflow automation in Nutrient. They define the sequence of tasks, approvals, and actions that guide work through your organization. This section covers everything you need to know about creating, managing, and optimizing processes.
What are processes in Nutrient Workflow Automation?
A process is a structured workflow that defines how work moves through your organization. Each process contains:
- Tasks - Individual steps that require action or decision-making
- Rules - Logic that determines the path work takes through the process
- Forms - Data collection points that capture information
- Notifications - Automated alerts that keep stakeholders informed
Prerequisites
Before working with processes, ensure you have:
- Administrator or Process Manager role in Nutrient Workflow Automation
- Understanding of your organization’s approval workflows
- Familiarity with basic Nutrient concepts covered in the [administrator overview][]
Common process management scenarios
Most organizations use processes for:
- Employee onboarding - Multi-step workflows with approvals and document collection
- Purchase approvals - Financial workflows with role-based authorization
- Change requests - IT and business process change management
- Document approvals - Review and approval cycles for contracts and policies
Core process management
Start here to understand the fundamentals:
Process configuration
Configure your processes for optimal performance:
Process Menu: Request Detail Config
Process detail settings
Manage individual process configurations and options:
Process Detail: Allowing Ad-hoc Related Requests
Process Detail: Copying/Exporting/Version
Process Detail: Deleting a Process
Process Detail: Form Questions
Process Detail: Links/API Options
Process Detail: Publish Status
Process Detail: Set Roles & Permissions
Task Menu: Notification Settings
Task Menu: Reminders and Timeouts
Task Menu: Assignment Settings
Task types and configuration
Explore the different task types available for your processes:
Standard tasks
Basic task types for common workflow needs:
Approval Task: Approval by Email
Approval Task: Approval with Comments
Approval Task: Displaying Forms in an Approval
Approval Task: Previous Approvers
Standard Task: Dynamic Assigner
Standard Task: Dynamic Notification
Standard Task: General Notification
Standard Task
Passing Data From A Child Request Back To The Parent
Premium (Add-On) Task: Document Generation
Standard Task: Local File Copy
Integration Task: Database Pull
Integration Task: Database Push
Integration tasks
Connect your processes with external systems:
Integration Task: AI Data Extraction
What’s next
After mastering process basics:
- Review KPI tracking and reports for process optimization
- Set up user roles and permissions for process security