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Demo: Building Your First Workflow

A 20-minute hands-on demo: design a 3-step approval workflow from scratch, with SLA, delegation, and email approvals.

Demo: Building Your First Workflow

Recorded 18 April 2026 · 20 minutes · Hosted by Achieng Otieno (Solutions Engineer)

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What you'll see

A live build of a 3-step Invoice Approval workflow:

  1. Department Manager review (24h SLA)
  2. Finance Manager approval (24h SLA, parallel)
  3. CFO approval if invoice > KES 500,000 (48h SLA)

Plus: delegation when an approver is OOO, email-link approvals, and the workflow analytics dashboard.

Transcript highlights

"The thing people get wrong on day one: every step routed to a Distribution List. Don't. One named human per step, or one role that resolves to one human. Otherwise nobody approves."

"Watch this — I'll set the invoice amount on the test document and the workflow re-evaluates the branching. The conditional is on extracted metadata, not on a separate form."

What you'll need to follow along

A Free or paid Papyrus tenant. The workflow designer is available on all paid plans; the Free plan supports up to 3 simple workflow templates.

Resources mentioned

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