---
title: "Overview"
slug: "overview-workflow-designer"
tags: ["Workflow Designer", "Business Automation", "Process Efficiency"]
updated: 2026-04-30T11:09:09Z
published: 2026-04-30T11:09:09Z
canonical: "help.symphonysummitai.com/overview-workflow-designer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

**Transforming chaos into choreography: Workflow Designer, where every step is a symphony of orchestrated efficiency!**

You can automate business Workflow for streamlining your processes with standardized workflows by utilizing this powerful workflows. With no prior coding knowledge, you can use Workflow Designer to eliminate manual work and errors. You can define different types and levels of approvers, send notification to different persona using different medium, and create different records.

**User Persona**: Application Designer

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Capabilities(2).jpg?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D) Figure: Workflow Designer Capabilities

The Workflow Designer defines sequential steps in your business workflow, with each step contingent upon completion of the previous one, or parallel, with multiple steps occurring simultaneously.

| **Use Case** **User Persona: End User** | **Solution** |
| --- | --- |
| The HR department in NovaTech was facing several challenges during onboarding of employees. The HR department was following manual approach for onboarding process involved multiple departments and various tasks, such as: - Laptop Allocation - Cubicle Allocation - Providing Welcome Kit The manual process posed several challenges, such as Delays and Inefficiency, Communication Gaps, and Lack of Visibility. | To overcome these challenges, William understands that in the rapidly evolving corporate landscape, automation is crucial to streamline processes. He explores the potential of a powerful tool - the Workflow Designer which can empower the organization to automate HR processes by designing custom workflows with ease. With the Workflow Designer, his team creates workflows for various tasks pertaining to the onboarding process. By addressing the challenges through workflow automation, the organization optimized its employee onboarding process, making it more efficient, transparent, and compliant. Allen, the new employee, was smoothly onboarded through this process, ensuring ease and efficiency. |

#### Prerequisite

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Prerequisites-icon(1).png?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)

Configure notification template to send notifications to different personas using different mediums, and create different records based on business requirement. To configure notification template, refer to [Notification Designer](https://help.symphonysummitai.com/summit-platform/docs/notification-designer-overview).

Let us start configuring Workflow!

| [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Define_work1.jpg?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)](https://help.symphonysummitai.com/summit-platform/docs/define-workflow-characteristics) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/trigger.jpg?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)](https://help.symphonysummitai.com/summit-platform/docs/set-trigger-conditions) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Design(2).jpg?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)](https://help.symphonysummitai.com/summit-platform/docs/overview-6) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/z1(1).JPG?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)](https://help.symphonysummitai.com/summit-platform/docs/publish-workflow) | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/implications(7).jpg?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)](https://help.symphonysummitai.com/summit-platform/docs/implication-2) |
| --- | --- | --- | --- | --- |
| [Define Workflow](https://help.symphonysummitai.com/summit-platform/docs/define-workflow-characteristics) | [Set Trigger and Conditions](https://help.symphonysummitai.com/summit-platform/docs/set-trigger-conditions) | [Design Workflow](https://help.symphonysummitai.com/summit-platform/docs/overview-6) | [Publish](https://help.symphonysummitai.com/summit-platform/docs/publish) | [Implications](https://help.symphonysummitai.com/summit-platform/docs/implication-2) |

Workflows refer to the sequence of tasks, activities, or steps that need to be completed in a specific order to achieve a desired outcome or goal

A workflow is a systematic and organized series of tasks or approval processes that are designed to accomplish a specific objective or results.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Glossary/image-1711450178019.png?sv=2026-02-06&spr=https&st=2026-11-04T07%3A58%3A31Z&se=2026-11-04T08%3A58%3A31Z&sr=c&sp=r&sig=cwnyq0VCDTtaQWxI17fJ0P48W962Ebg4ZX6vqrPVXDo%3D)