PLATFORM · WORKFLOWS
Workflows. Twenty actions. No code.
The same engine runs retention, risk response, and compliance automation. Visual rules builder. A second approver on anything that moves money. Dashboards your CFO will actually look at.
The workflow engine is the piece of Slate that fires the right action at the right time without anyone on your team having to remember. A dormant trader gets a re-engagement message. A risk threshold fires an automated response. A compliance event triggers a review. A new-deposit cohort receives a welcome sequence. One engine, eighteen actions, visual configuration, full audit trail.
The action set
Twenty distinct actions, every outreach and every guardrail a rule can fire.
Send email. Send SMS. Send WhatsApp. Send Telegram. Assign agent. Schedule call. Recheck KYC. Freeze account. Unfreeze account. Grant bonus (with two-person approval). Revoke bonus. Adjust margin. Flag for compliance. Escalate to supervisor. Log note. Push to sales desk. Push to retention desk. Archive. Chain them. Condition them. Throttle them. Build a retention sequence, a compliance audit flow, or a risk-response rule in the same visual editor.
The rules engine
A visual builder, not a DSL you have to learn.
Rules in Slate are composed visually: triggers, conditions, actions. Trigger on a cohort change, a KYC event, an exposure threshold, a deposit, a loss streak, a time interval. Condition on anything the customer record knows. Act on any of the eighteen actions, optionally chained. No code, no DSL, no engineering handoff. A retention operator builds a new sequence in fifteen minutes and fires it on ten thousand clients that afternoon.
Second approver built in
Anything that moves money requires a second approver automatically.
Workflow actions that touch money — bonus grants, margin adjustments, fee reversals — route through a second-approver workflow automatically, no extra configuration. The operator proposes; the authorized role approves; the action fires. Everything is logged in the audit ledger. The CFO sleeps; the compliance officer sleeps; the retention desk still moves fast.
Performance, visible
Every rule firing lands in a dashboard your CFO can filter.
The workflow engine writes every rule firing — which rule, which cohort, which client, which action, what outcome — to a dashboard that supports filtering by date, by segment, by agent, by rule, by outcome. Cohort performance, outreach conversion, bonus ROI, agent attribution. No BI integration, no custom report build, no sales-ops analyst. Export a CSV if someone asks.
18 workflow actions · Visual rules builder · Email · SMS · WhatsApp · Telegram · Second approver built in · Cohort builder · Performance dashboards · Full audit trail · No code required
Use this to solve
See the rules engine running.
Book a demo and we'll walk you through an existing broker's retention rules — and what those rules have caught while their team slept.