Process Runner

Two surfaces: the modal that opens from the workspace topbar's "Run saved process" button, and the banner that appears over the workspace as a process executes.

A Process selection modal Opens from workspace topbar · "Run saved process" button

Run a saved process

Select a process to apply automatically to this deal
Standard Retail Review
7 steps · 4 extract · 2 calculate · 1 flag · last used 2 days ago
94% Run
Multi-tenant Retail with Anchor
8 steps · 5 extract · 2 calculate · 1 flag · last used 21 days ago
88% Run
Industrial Sub-Debt Quick Pass
5 steps · 3 extract · 1 calculate · 1 flag · last used 5 days ago
81% Run
Hospitality Subordinate Position
9 steps · 6 extract · 2 calculate · 1 flag · last used 12 days ago
76% Run
Cancel
B Process running — banner across workspace Modal closes · banner shows current step · fields populate one at a time as steps complete
C Process complete — partial success All steps done · 6 of 7 succeeded · failed step is highlighted in the model panel below