Design the process. See every decision.
Mandate's visual workflow builder lets funder teams turn their operating processes into versioned, durable automations—from onboarding forms and record updates to approvals, alerts, activities and reusable subflows.
Operations that can evolve
Your operating process should not be trapped in inboxes, spreadsheets or development tickets.
Mandate gives authorised teams a controlled way to model how records, people and decisions move through the organisation—without losing version history, tenant boundaries or the human gates that matter.
Without a shared workflow
Onboarding, reviews and follow-up actions depend on individual memory and separate trackers.
Small process changes require manual coordination or a new engineering request.
Teams can see an outcome, but struggle to reconstruct the steps, data and branch that produced it.
With Lexivoa
A visual canvas makes triggers, actions, decisions and ownership explicit.
Typed variables, custom fields, record operations and reusable forms keep data connected to Mandate.
Every run retains its version, execution path, inputs, outputs, timing and errors for review.
How it works
Model the process. Test the path. Publish a durable version.
Choose the start
Begin from a Mandate record event, schedule, manual action or authenticated webhook.
Build the flow
Connect conditions, approvals, forms, record queries and updates, communications, activities and subflows.
Test and inspect
Run in simulation mode, follow the branch taken and inspect step inputs, outputs, variables, duration and errors.
Publish with confidence
Activate an immutable version while existing runs stay pinned to the definition with which they began.
Operational impact
Flexible automation without a hidden operating trail.
Visual composition
Build and reorganise connected steps, insert actions between existing nodes and make every branch visible.
Durable by design
Use version-pinned execution, retries, waits, idempotent actions and controlled human approval points.
Inspectable execution
See which steps ran, what each received and returned, which route was taken and where a failure occurred.
Built around the people doing the work
A shared process language for operations, portfolio and compliance.
Let administrators design the route while each participant sees the tasks and decisions relevant to their role. Protected system processes remain visible and can be duplicated into controlled tenant workflows when customisation is appropriate.
Funder operations
Standardise onboarding, evidence requests, reminders and recurring relationship work.
Portfolio managers
Automate routine coordination while retaining explicit review and approval decisions.
Compliance teams
Keep human gates, reasons, execution details and the underlying record visible.
Mandate administrators
Adapt processes, forms, variables and field mappings without rebuilding the application.
Part of Lexivoa Mandate
Automation works with the Mandate record—not around it.
Workflows use tenant-scoped Mandate records, typed custom fields, activities, portal forms and domain events. Assurance remains behind its existing integration and governance boundary.
Get Started
Ready to see Lexivoa in action?
Tell us who you are and we'll create your prospect workspace, route your request internally, and come back with the right walkthrough.