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Workflows

Reports that ship themselves.

A workflow turns a template into a recurring pipeline. It reads your data, writes the narrative, waits for a human yes, then delivers the report to everyone on your list. On time, on brand, every time.

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Workflows · 3 active

Workflows

Automated report delivery pipelines

Active

3

Runs this month

28

Approval rate

96%

Monthly Investor Update

Activeapproval required
First business day · 08:00 10

Weekly Marketing Recap

Active
Every Monday · 07:30 6

March Board Pack

Awaiting approval
Waiting on first run 4

The pipeline

Six moves. One human yes.

  1. 01

    Template

    Start

    Pick a starting point from the gallery or save one of your own. The template sets sections, sources, and the voice the AI will write in.

  2. 02

    Schedule

    Cadence

    Daily, weekly, monthly, first business day, or a bespoke cron expression. Timezone aware by default.

  3. 03

    Recipients

    Audience

    Workspace members or scoped externals. Each person gets a signed link that reveals the report and nothing else.

  4. 04

    Approval

    Human yes

    Flip requiresApproval on and the run holds in PENDING_APPROVAL. An email arrives with approve and reject in one tap.

  5. 05

    Deliver

    Ship

    Branded PDF in the inbox, live link in a browser, preview card in Slack. Pick any combination you want.

  6. 06

    Repeat

    Forever

    The next run queues itself. Source refresh, draft, approval, delivery. All without you opening a tab.

Approval gate

A human yes, before the send.

Numbers carry weight. A founder should read the paragraph before the cap table does. Donum holds the run in a pending state, emails the approver, and waits. When approval arrives, the run resumes on its own.

  • The run pauses in PENDING_APPROVAL until action is taken.
  • Rejection sends the draft back with a reason for the next try.
  • Approvers act from email. No dashboard required.
Approvals · 1 pending

Pending approval

Monthly Investor Update · March

10 recipients · 4 pages · 12 sources

8m ago

Approval history

Ava approved Feb update · 7d ago

Ava rejected Jan draft v1 with reason “open with growth, not churn” · 38d ago

Liam approved Dec board pack · 2mo ago

Runs and deliveries

Every run is a receipt.

Audit log
TimeEventObjectActor
08:14:22approval.grantedMarch Investor UpdateAva · owner
08:12:06ai.generatedraft v3Donum AI · model v4
08:08:44edit.blockhighlights narrativeLiam · editor
08:00:01schedule.triggerworkflow wf_investor_monthlyScheduler
07:59:57source.refreshstripe · hubspot · ga4System
07:42:11delivery.sentrecipient ava@acme.vcNotifier

A workflow run records every step. Who approved, when the data refreshed, which recipient opened. You see the trail, your auditor sees the trail, and your future self can read exactly what happened last March.

  • Per recipient delivery status with retry history.
  • PDF archived to secure object storage for 18 months.
  • Immutable audit entries with actor, action, and payload.

Scale

Built to carry the boring work.

120+

Source integrations

25

Chart types

26

Block types

Signed

Delivery receipts

Questions

Answers, written like a person would.

What is a Donum workflow?+

A saved pipeline that turns a report template into recurring delivery. It pulls live data, applies your Brand DNA, waits for approval when needed, then ships a branded PDF or live link to every recipient on a schedule you pick.

Is approval required?+

Only when you want it. Flip requiresApproval on and the run pauses in PENDING_APPROVAL until a reviewer approves or rejects, right from email.

How do I know a run went out?+

Each run captures per recipient delivery state. You also get webhooks for delivery.sent and delivery.failed, and a full audit log with every actor and timestamp.

Can I pause a workflow?+

Yes. Toggle it off and the next scheduled tick will skip it. Existing queued runs can be cancelled with one click.

Do recipients need an account?+

No. External recipients receive a signed link that grants read access to the report only.

Put the boring part on autopilot.

Your first workflow takes under five minutes to set up. The next run sets itself up.

Create a workflowSee pricing