Workflow automation · Human approval before action

RelayOps — human-approved workflow automation

RelayOps checks a customer follow-up request, prepares the exact CRM task and pauses for a person before anything can move forward.

Start with a scenario

01 / Why this matters

Incomplete requests should stop before they reach another system.

Imagine an operations team asking for a customer follow-up task in its CRM. RelayOps checks the email, prepares the task without sending it, waits for the named reviewer and records the outcome. If information is missing or delivery fails, the workflow pauses visibly instead of guessing or retrying in the background.

Missing information
The run stops until a person supplies the required value.
Human decision
Nothing reaches delivery until the reviewer approves the exact task.
Delivery failure
A retry is explicit and reuses the same duplicate-prevention key.

02 / Guided workflow demo

Try one request and see exactly where it pauses.

Everything below is fictional and runs locally in this browser. No customer record, CRM task or network request is created.

  1. 1
    Choose a scenarioStart with “Complete request” if this is your first visit.
  2. 2
    Run the requestRelayOps checks the data and prepares one follow-up task.
  3. 3
    Make the decisionApprove or reject only when the workflow pauses for you.
  4. 4
    Inspect the resultConfirm the number of simulated tasks and why each step happened.
Choose a test scenario
What to do now Choose a scenario, then select “Run selected scenario.” Why: the request has not started, so no simulated CRM task can exist yet.

Result so far

Nothing has been delivered.

No simulated follow-up task exists. Choose a scenario to see how the workflow reaches—or safely avoids—a result.

Detailed workflow status

Idle Technical trace: the “Check” stage above is shown here as Receive + Validate.
  1. Idle
  2. Capturing
  3. Validating
  4. Needs input
  5. Preparing
  6. Awaiting approval
  7. Dispatching
  8. Retry pending
  9. Completed
  10. Rejected

RelayOps laboratory is ready.

  1. 01Waiting
    Receive request

    Load the fixed customer follow-up example.

  2. 02Waiting
    Check required information

    Stop instead of guessing when a value is absent.

  3. 03Waiting
    Prepare follow-up task

    Build the exact task without sending it anywhere.

  4. 04Waiting
    Reviewer decides

    A named person approves or rejects the prepared task.

  5. 05Waiting
    Simulate CRM delivery

    Record one result and prevent a duplicate on retry.

Example request

Request RLY-COMPLETE-01

Not started
Account
Example operations team
Proposed CRM action
Create one customer follow-up task
Reviewer
Operations reviewer
Customer email
ops@example.test
Duplicate-prevention key
relayops:complete:request-001
CRM delivery attempts
0
Simulated follow-up tasks recorded 0 No simulated CRM delivery attempted

Human decision

No decision is needed yet

No task is waiting for review. Run a scenario to prepare one.

Recorded in order

Why each step happened

Technical details · local session only
  1. 01IDLELAB_READY

    Complete request selected. No external action is configured.

03 / Safety rules

Five rules keep the workflow predictable.

  1. 01

    Required data

    Required fields are checked before preparation. Missing information becomes a visible pause, never a guessed value.

  2. 02

    Allowed steps

    Only defined events can move the workflow. A stale click cannot skip validation or approval.

  3. 03

    Human authority

    The system prepares the task; the named reviewer makes the consequential decision.

  4. 04

    Duplicate protection

    Every simulated delivery uses one stable key, so a retry still represents the same intended task.

  5. 05

    Visible record

    Each transition records what happened and why. The interface never claims that a real CRM action occurred.

04 / Guardrails

What this laboratory refuses to do.

  • No hidden network action.There is no fetch, form submission, webhook or third-party adapter call in the workflow.
  • No generated decisions.Branches are fixed and inspectable; no model invents fields, approvals or outcomes.
  • No duplicate dispatch.Busy-state guards disable consequential controls and state checks reject stale events.
  • No silent recovery.Missing data and temporary failure remain visible until a person chooses the next valid action.

05 / Test matrix

Each scenario has a result you can verify on screen.

ScenarioWhat happensExpected resultProof on screen
Complete requestCheck → prepare → reviewer decidesOne simulated task after approval, or zero after rejectionDelivery is impossible before the decision.
Missing dataCheck → stop for email → resumeZero tasks until the missing value is supplied and approvedNo placeholder is invented for the email.
External failureApprove → simulated failure → explicit retryOne final simulated task, never twoBoth attempts show the same duplicate-prevention key.