Workflow Builder
Automate your Business verification with Workflow Builder. Follow this interactive guide to streamline your Business verification process step by step.
💡 Click a module to view highlights, jump to that clip, or open its guide.
Overview
Highlights
- Workflow Builder Overview: Learn what Workflow Builder is and how it functions.
- Streamline KYB: Simplify and automate your Business verification across Auto and Full KYB.
Highlights
- Workflow Types: Navigate active, test, and example workflow environments.
- Builder Navigation: Understand core options and environment structures in Sumsub.
Building & Routing
Highlights
- Workflow Components: Explore nodes, triggers, actions, and review steps.
- Dynamic Routing: Construct flows to route specific users automatically from AutoKYB to Full KYB.
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- Condition Variables: Master condition node parameters for precise decision rules.
- Branching Logic: Build clear, multi-path workflow branches based on company attributes.
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- Ready-Made Scenarios: Explore pre-configured workflow templates for fast implementation.
- Custom Adjustments: Adapt existing templates to align with specific compliance requirements.
Testing & Performance
Highlights
- Logic Validation: Test your workflow to verify that logical paths fire correctly.
- Seamless Experience: Preview the exact screen flow to ensure zero onboarding friction.
Highlights
- Path Traceability: Locate step-by-step workflow route charts inside applicant profiles.
- Performance Analysis: Interpret execution metrics to optimize node pass rates.
Updated 3 days ago
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