Reviewer: Operations reviewer · Destination: local CRM simulation
Approve continues to the simulated CRM. Reject stops here with zero tasks recorded.
Workflow automation · Human approval before action
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 scenarioExample: create one customer follow-up task in a CRM. This demo stays in your browser and contacts no real system.
01 / Why this matters
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.
02 / Guided workflow demo
Everything below is fictional and runs locally in this browser. No customer record, CRM task or network request is created.
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.RelayOps laboratory is ready.
Load the fixed customer follow-up example.
Stop instead of guessing when a value is absent.
Build the exact task without sending it anywhere.
A named person approves or rejects the prepared task.
Record one result and prevent a duplicate on retry.
Example request
relayops:complete:request-001Validation stopped
A required customer email is missing.Simulated CRM response
The first delivery attempt failed temporarily. No task was recorded. The retry keeps the exact prepared action and reusesrelayops:failure:request-001 to prevent a duplicate. Human decision
No task is waiting for review. Run a scenario to prepare one.
Reviewer: Operations reviewer · Destination: local CRM simulation
Approve continues to the simulated CRM. Reject stops here with zero tasks recorded.
Recorded in order
IDLELAB_READYComplete request selected. No external action is configured.
03 / Safety rules
Required fields are checked before preparation. Missing information becomes a visible pause, never a guessed value.
Only defined events can move the workflow. A stale click cannot skip validation or approval.
The system prepares the task; the named reviewer makes the consequential decision.
Every simulated delivery uses one stable key, so a retry still represents the same intended task.
Each transition records what happened and why. The interface never claims that a real CRM action occurred.
04 / Guardrails
05 / Test matrix
| Scenario | What happens | Expected result | Proof on screen |
|---|---|---|---|
| Complete request | Check → prepare → reviewer decides | One simulated task after approval, or zero after rejection | Delivery is impossible before the decision. |
| Missing data | Check → stop for email → resume | Zero tasks until the missing value is supplied and approved | No placeholder is invented for the email. |
| External failure | Approve → simulated failure → explicit retry | One final simulated task, never two | Both attempts show the same duplicate-prevention key. |