Create Workflow

Learn how to create multi-step approval workflows using the SignumFlow API with smart routing and analytics.

Overview

Creating a workflow involves three main steps:

Define Workflow Steps: Create a multi-step approval process with approvers and estimated durations
Execute Workflow: Start the workflow execution for a specific document
Monitor & Optimize: Track execution status and use analytics to optimize your workflow

Step 1: Create Your Workflow

Define a workflow with multiple approval steps. Each step includes approvers, estimated duration, and execution order.

Key Parameters

name - Workflow name (max 100 characters)
isSequential - Whether steps execute in order (default: true)
steps - Array of approval steps with approvers and estimated duration

# Create a new approval workflow
curl -X POST "https://api.signumflow.com/api/v1/workflows" \
  -H "Authorization: sf_test_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Contract Approval",
    "description": "3-step contract approval process",
    "isSequential": true,
    "steps": [
      {
        "step_id": "legal_review",
        "name": "Legal Review",
        "order": 1,
        "type": "approval",
        "approvers": [
          {"email": "[email protected]", "name": "Legal Team"}
        ],
        "estimated_duration": 120
      },
      {
        "step_id": "finance_approval",
        "name": "Finance Approval",
        "order": 2,
        "type": "approval",
        "approvers": [
          {"email": "[email protected]", "name": "CFO"}
        ],
        "estimated_duration": 60
      },
      {
        "step_id": "executive_approval",
        "name": "Executive Approval",
        "order": 3,
        "type": "approval",
        "approvers": [
          {"email": "[email protected]", "name": "CEO"}
        ],
        "estimated_duration": 30
      }
    ]
  }'

Step 2: Execute the Workflow

Once your workflow is created, execute it for a specific document. SignumFlow will automatically route to the appropriate approvers using smart routing.

# Execute workflow for a document
curl -X POST "https://api.signumflow.com/api/v1/workflows/{workflow_id}/execute" \
  -H "Authorization: sf_test_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "document_id": "doc_xyz789",
    "submitter_email": "[email protected]",
    "execution_mode": "standard",
    "priority": "high"
  }'

Step 3: Monitor & Get Analytics

Retrieve workflow details including execution metrics, step performance, and optimization recommendations.

# Get workflow details and analytics
curl -X GET "https://api.signumflow.com/api/v1/workflows/{workflow_id}" \
  -H "Authorization: sf_test_YOUR_API_KEY"

Advanced Features

Smart Routing

AI-powered routing assigns documents to the most appropriate approvers based on historical data and performance.

Real-time Analytics

Track workflow performance with bottleneck detection, success rates, and completion time metrics.

Auto-Optimization

Get AI-driven recommendations to optimize your workflows for faster completion times.

Next Steps

→ Explore Full Workflow API Reference → Learn How to Upload Documents → Complete Quick Start Guide