Workflow Automation is a no-code orchestration tool for building visual verification flows. It lets you create custom verification logic for clients across multiple countries while maintaining compliance and maximizing conversion.

How Workflow Automation works

The workflow is built from nodes placed on a canvas and connected in sequence. The following node types are available:

• Level step — switches between verification levels based on conditions such as country, risk level, email or phone scoring, and more.
• Condition — determines when a particular verification level should be triggered.
• Action — assigns a risk level, applies tags, and adds notes based on defined conditions.
• Review step — blocks applicants automatically or routes them for manual review based on configured rules.

You can configure verification flows yourself or request a ready-made setup from your Customer Success Manager or support team. Once configured, the flow is available in the Dashboard and ready to use.