Billing
How system administrators review and change organization subscriptions, manage subscription invoices, download invoice PDFs and refresh billing from Stripe under /admin/subscriptions and /admin/invoices.
Analytics
The cross-organization business analytics page at /admin/analytics, with platform KPIs, deterministic forecasts, rule-based insights and source data exports for system administrators.
Billing
How system administrators review and change organization subscriptions, manage subscription invoices, download invoice PDFs and refresh billing from Stripe under /admin/subscriptions and /admin/invoices.
Analytics
The cross-organization business analytics page at /admin/analytics, with platform KPIs, deterministic forecasts, rule-based insights and source data exports for system administrators.
How system administrators manage the system automations and record lifecycles that apply to every organization under /admin/workflows, including versions, default lifecycles and run history.
Admin workflows are the system-scoped counterpart of tenant workflows. They live at /admin/workflows, under Admin > Operations > Workflows, and apply to every organization.
| Route | Purpose |
|---|---|
/admin/workflows | List system workflows and lifecycles. |
/admin/workflows/create | Create a system workflow. |
/admin/workflows/{workflowId} | Editor tab: the visual graph. |
/admin/workflows/{workflowId}/details | Details tab: name and description. |
/admin/workflows/{workflowId}/runs | Runs tab: run history for this workflow. |
/admin/workflows/{workflowId}/runs/{runId} | One run with its graph and step details. |
Organization workflows are built under /{orgSlug}/workflows. See Workflows.
Each system workflow has a purpose, shown as Kind in the list:
A workflow key has at most one published and one draft version. Publishing archives the previous version, removes its schedules and carries access grants and watchers forward. A running lifecycle stays on the version it started with; only records that start later use the new version. System schedules fan out into one run per enabled organization that has not turned the workflow off.
| Lifecycle | Record type | What it tracks |
|---|---|---|
| Quote lifecycle | Quote | Send, views and the customer decision, reminders before expiry, expiry, then auto-reject after 30 days. |
| Invoice lifecycle | Invoice | Send, views and payments, reminders, overdue, the final notice, then collection costs. |
| Task lifecycle | Task | A root task through work and holds to completion. |
| Order lifecycle | Order | A confirmed order through prepayment, picking, shipping or pickup, delivery and invoicing. |
| Purchase order lifecycle | Purchase order | A sent purchase order through supplier confirmation, transit and receipt until the supplier bill is in. |
| Shipment lifecycle | Shipment | A shipment from the warehouse to delivery or pickup, including carrier problems. |
The seed also ships automations such as Quote accepted (which creates a draft invoice and a follow-up task), Quote rejected, Invoice paid, Invoice cancelled, Invoice payment failed, Invoice disputed, Workflow failed alert, Task assigned, Task due soon, Task overdue, Task due scan, Agenda item follow-up, Customer welcome, Inbox unanswered, Invoice overdue digest, Stale draft digest and Billing usage threshold. Platform jobs such as Knowledge ingestion, Product lookup from image and Customer details lookup also run as system workflows.
The list shows Name, Status, Version and Updated. Statuses are Draft, Published and Archived. Search with Search workflows… and use Filters to show only Automation or Lifecycle workflows. Row actions include Duplicate and Delete.
Change the name and description on the Details tab.
Filter the list by Lifecycle, open the row menu of a lifecycle and select Set as default. Exactly one system lifecycle per record type is the default, and newer published versions of that key take over automatically.
Organizations cannot edit a system lifecycle. They open it read-only and use Duplicate to customize. The copy remembers which system version it came from and shows Upstream updated when a newer system version is published.
The Runs tab lists runs for every version of the key, with statuses such as Queued, Running, Waiting, Succeeded, Failed, Cancelled and Stuck. Select Run now to start a run manually.
Open a run to see its graph and steps. Select a step to view its input, output, error and attempts. A run waiting on an approval gate shows Approve and Deny. Use Cancel run to stop a queued, running or waiting run; a cancelled run cannot be resumed.
Failed runs also appear in the attention queue on the operations dashboard.
Automatic system graphs notify people or create drafts. For example, Quote accepted creates a draft invoice instead of sending one. Lifecycles may email customers, such as quote and invoice reminders and the final notice. Those emails are sent within business hours in the organization's time zone, and the record is checked again before sending, so a settled record does not get a reminder.
System graphs do not bypass tenant permissions when they change records. Lifecycle pause, resume and manual advance run with admin context only after the caller's route, action or AI tool has checked the record permission.
| Key | Effect |
|---|---|
system.admin.access | Opens the admin area. |
system.workflows.manage | Creates, edits, publishes and deletes system workflows, sets default lifecycles and manages runs. |
Last updated on
Billing
How system administrators review and change organization subscriptions, manage subscription invoices, download invoice PDFs and refresh billing from Stripe under /admin/subscriptions and /admin/invoices.
Analytics
The cross-organization business analytics page at /admin/analytics, with platform KPIs, deterministic forecasts, rule-based insights and source data exports for system administrators.
