Donna G · AI systems portfolio

AIUNIQ automation prototype

Workflow Automation Builder

Design an enquiry workflow, run a fictional enquiry through it, and download the work item it produces.

Working prototype · fictional enquiries · simulated email, CRM and booking · real downloads

Use fictional details only. Nothing you type leaves this page or is stored: email, CRM and booking actions are simulated, and the downloads are generated in your browser from the run you just made. Real integrations connected: none.

About this prototype

The business problem

Enquiries arrive with missing details, land in the wrong inbox, and get replies nobody checked. The rules that should decide what happens live in someone's head.

What to try

Pick an enquiry type, change the required fields and routing rules, choose when a person must approve, then run it. Try breaking it: clear the email, add a rule that sends everything to Discard, or turn approval off.

Implemented and simulated

Implemented: checking the workflow, validation, ordered routing with reasons, approval bound to the exact plan, history, the work item, and the JSON and summary downloads.

Simulated: sending email, creating CRM records, booking calendar slots and queue entries.

Connecting it to a real business

A real form or inbox as the source, reviewed adapters for the email, CRM and calendar systems with their own credentials, stored runs with an audit log, a sign-in for approvers, and agreed rules for data retention and consent.

1. Design the workflow

Enquiry

Type and required fields

Changing the type loads its suggested fields, rules and a fictional sample.

Required fields

Control

Default route and approval

Ask a person to approve

Routing

Routing rules

Rules are checked from the top. The first rule that matches decides the route.

    Workflow check

    The workflow is ready to run.

      2. The fictional enquiry

      Filled with a fictional sample. Edit anything to see validation and routing change; please don't enter real personal details.

      3. Run it

      Status Design the workflow, then press Run workflow.

      Run status

      READY

      Nothing has run yet.

        4. What happened and why

        Validation

        Validation errors

          Routing

          Route and reason

          Not routed yet.

            Approval

            Approval or rejection

            No plan yet.

              Simulated only · nothing was sent

              Simulated actions

                History

                Execution history

                  5. The work item and downloads

                  Available once the run has finished. Both files are generated in your browser from this run; nothing is uploaded.

                  Structured output

                  Work item

                  No work item yet.

                  Readable output

                  Workflow summary

                  No summary yet.