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Intelligent automation that frees your team to do what matters.

Workflow Engine

The intelligence layer that brings the entire Volume platform to life.

Using a visual, no-code workflow builder, you can design, build, and deploy complex automated processes — triggered automatically by system events, schedules, API calls, or manually. Rather than replacing your people, Workflows remove the repetitive, time-consuming tasks that prevent them from doing their best work, ensuring work is handled consistently, compliantly, and efficiently at any scale.

Understanding Workflows

Build your own or lean on our experts to acheive workflows that do the heavy lifting.

Define

Articulate your existing business processes and bottlenecks. Understanding exactly what you need to achieve and considering all the triggers, logic, and actions.

Create

Volume’s drag and drop workflow builder enables you to easily create workflows that can perform high volume repetitive tasks that save time and effort.

Test

Once a workflow has been created you can test and refine it in a completely isolated sandbox environment to ensure it is running correctly and producing the required outcomes.

Publish

One click deployment, results in the automation going live with zero delays. Monitor and manage the process quality with a dashboard to ensure it is running smoothly.
Changes can be made simply and versions of the automation are saved to protect against errors.

Workflow Architecture

Workflows utilise a robust block based model enabling the creation of complex automation flows.

  • Visual, no-code workflow builder with drag-and-drop canvas.
  • 40+ node types covering data, logic, communications, and integrations.
  • Multiple trigger types — API webhooks, model events, scheduled, and manual
  • Synchronous and asynchronous execution to match your operational demands.
  • Full version control with draft and published workflow statesScales operations without adding headcount.

Core Blocks

A block is a single step in your workflow. Each node does one specific thing: it might look up some data, send an email, make a decision, or perform a calculation.

Document Generation

Generate Document Node: Creates documents like contracts, invoices, or reports from templates, automatically filling in the relevant information.

Integrations & APIs

These nodes communicate with other software systems:
HTTP Request Node: Calls any external web service or API.
Stripe Node: Works with the Stripe payment platform.
Xero Node: Works with the Xero accounting system.
Microsoft Node: Works with Microsoft 365 services like email and calendars.

Utility

These nodes manage the workflow itself:

Start Node: Every workflow begins with this. It defines how the workflow is triggered.

Terminate Node: Ends the workflow and optionally returns results.

Trigger Workflow Node: Starts another workflow from within this one.

Code

Write Code Node: For situations where you need to do something very specific that isn't covered by the other nodes, you can write custom Python code.

Logic Operators

These nodes control the flow of your workflow:
If/Else Node: Makes decisions based on conditions. For example, "If the claim amount is over £1,000, send it for manager approval; otherwise, approve it automatically."
ForEach Node: Repeats actions for a list of items. For example, "For each customer in this list, send them a reminder email."

Database Control

These nodes let you interact with the information stored in your system:
Find Node: Searches for records in your database. For example, finding all customers who live in London.
Create Node: Adds new records to your database. For example, creating a new customer record.
Update Node: Changes existing records. For example, updating a claim's status from "pending" to "approved".

Communications

These nodes send messages to your customers or staff:
Send Email Node: Sends an email to one or more recipients.
Send SMS Node: Sends a text message to a mobile phone.

Variables

These nodes manipulate and transform data:
Maths Operation Node: Performs calculations like adding, subtracting, multiplying, or calculating percentages.
String Operation Node: Works with text, like combining names, extracting parts of an address, or converting text to uppercase.