Forest Workflows: turning your back office into an execution engine for operations

Operations rarely fail because of a lack of tools.
They fail because execution is fragmented.

Data lives in one place.
Logic in another.
Processes in people’s heads, docs, or Slack threads.

Forest Workflows was built to fix this.

Not by adding another automation tool.
But by turning your back office into the place where operations are defined, enforced, and executed. And of course, reliably and securely.

This article explains what Workflows unlocks, concretely, for customer-facing and internal operations teams.

Why most operational workflows break at scale, even in well-tooled companies

At a small scale, operations run on trust and tribal knowledge.

At scale, that breaks.

You get:

• Manual steps hidden in checklists

• Scripts that only one engineer understands

• Automations spread across tools with no shared context

• Compliance logic enforced “most of the time”

The core issue is not automation.
It’s orchestration.

Most tools automate tasks.
Very few orchestrate processes; with data access, permissions, and business logic aligned.

That’s the gap Forest Workflows fills.

What Forest Workflows actually is (+ what it's not)

Forest Workflows is a feature inside Forest Admin.

It lets you define step-by-step operational processes that run directly in your back office.

Each workflow can:

• Load and transform data

• Trigger existing Forest Admin actions

• Apply your business logic

• Call external tools, APIs or MCPs

• Produce auditable, repeatable outcomes

All of this happens:

• On your data

• With your permissions model

• Inside your operational UI

This is not a separate automation layer.
This is orchestration embedded where operations already happen.

Designing operational processes step by step, without losing technical control

Workflows are defined using a no-code editor.

But “no-code” does not mean “no control”.

Each step is explicit:

• Load specific records

• Apply conditions

• Trigger actions

• Call third-party services

• Validate outputs

If you need logic, it’s there.
If you need guardrails, they’re enforced.

And if you already have Forest Admin actions, you can reuse them.
No duplication.
No reimplementation.

This makes Workflows usable by Ops, without bypassing Tech.

Have a quick look at Forest Workflows

Executing complex operations with a single click, without cutting corners

Once defined, a workflow becomes executable.

From the back office.
By the right people.
With the right permissions.

That single click can:

• Retrieve data from an external system

• Read and extract data from a PDF

• Apply validation or enrichment logic

• Trigger downstream actions

• Create a helpdesk ticket or notify a team

It can even call your outside automations on n8n if you want to leverage existing business logic.

What used to require:

• Switching tools

• Copy-pasting data

• Remembering edge cases

Now becomes deterministic.

Same inputs.
Same steps.
Same outcome.

Every time.

Using AI to define workflows faster, without outsourcing responsibility

Defining workflows should be fast.
But not opaque.

With Forest Workflows, you can describe what you want to achieve in plain language.

For example:

• “Load the customer record, check eligibility, and create a Zendesk ticket if missing documents”

• “Extract data from this PDF and update the user profile”

• “Validate onboarding steps before activating the account”

The AI helps map intent to steps.
It does not replace your logic.
It accelerates setup.

You still see every step.
You still control execution.
You still own the process.

Orchestrating customer-facing operations without breaking compliance

Many operational processes exist for one reason: compliance.

KYC, KYB, onboarding, approvals, escalations.

These are not optional.
They must be:

• Complete

• Repeatable

• Auditable

Workflows enforce this by design.

Steps cannot be skipped.
Conditions are explicit.
Actions are logged.

This is why teams like Qonto use Workflows to standardize onboarding across markets, without rewriting logic for each country.

Compliance stops being a checklist.
It becomes a system property.

Bringing third-party tools into your workflows, without losing context

Operations don’t live in one tool.

They touch:

• CRMs

• Helpdesks

• Payment providers

• Document services

• Internal APIs

Workflows can call external apps as part of the process.

But the context stays in Forest Admin.

That means:

• The operator sees what’s happening

• Permissions still apply

• Data access is controlled

• Logs remain centralized

You don’t end up with “automation spaghetti”.
You get traceable execution.

Making operations safer by design, not by training

Most operational risk comes from variability.

Different people.
Different interpretations.
Different shortcuts.

Workflows reduce that surface.

They:

• Encode best practices

• Remove guesswork

• Prevent invalid actions

• Reduce dependency on memory or docs

This is especially critical in high-turnover teams.

You don’t need to train people to remember the process.
You give them the process.

What changes when workflows live inside your back office

The biggest shift is architectural.

Your back office stops being:

• A CRUD interface

• A support tool

• A data viewer

It becomes:

• A process engine

• A control plane

• An execution layer for operations

All directly connected to your data.

Tech teams keep control.
Ops teams gain autonomy.
Compliance becomes enforceable.

That’s the real unlock.

Start orchestrating operations where they actually happen

Forest Workflows is available today.

If your operations rely on:

• Manual steps

• Hacked-together scripts

• Cross-tool gymnastics

It’s time to centralize execution.

Define the process.
Enforce the logic.
Run it securely.

All from your back office.

Would you like to book a demo?

Let's chat and set time with one of our specialists: book a demo now.