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.
The pipeline
Six moves. One human yes.
Start
Template
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.
Cadence
Schedule
Daily, weekly, monthly, first business day, or a bespoke cron expression. Timezone aware by default.
Audience
Recipients
Workspace members or scoped externals. Each person gets a signed link that reveals the report and nothing else.
Human yes
Approval
Flip requiresApproval on and the run holds in PENDING_APPROVAL. An email arrives with approve and reject in one tap.
Ship
Deliver
Branded PDF in the inbox, live link in a browser, preview card in Slack. Pick any combination you want.
Forever
Repeat
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.
Pending approval
Monthly Investor Update · March
10 recipients · 4 pages · 12 sources
MRR
$142.8k
NRR
115%
Active
2,408
History
Runs and deliveries
Every run is a receipt.
March Investor Update
Ava · owner
draft v3
Donum AI
highlights narrative
Liam · editor
wf_investor_monthly
Scheduler
stripe · hubspot · ga4
System
ava@acme.vc
Notifier
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.
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.