Activate workflow

Understand Where Your Money Is Going

Tell us where the work lives. JIDOKA confirms the connections and approval rules, then secure checkout starts the free 30-day trial.

Try before activation

Run the demo first, then start the trial when it makes sense.

Every Workflow Block starts with a working demo. This page is the next step after the demo: free for 30 days, then $20/month for this one workflow. Standard setup is included.

Back to the demo

Activation intake

Start the free 30-day trial.

No charge today. The $20/month workflow plan starts after the first 30 days. Standard setup, monitoring, dashboard access, and workflow updates are included.

Workflow plan

Free 30-day trial

Then $20/month for this workflow. Standard setup included.

View setup, connections, and launch checks

Setup path

Connect the tools, keep approvals in place, then launch.

The intake tells us where the work lives. Secure checkout starts the free trial, and activation starts only after the business confirms the tools and approval rules.

View the setup path
  1. 1

    Connect the tools you already use

    Start with sample data, then connect approved platforms through secure logins or upload CSV/Excel exports.

  2. 2

    Turn messy work into one clean queue

    The Workflow Block organizes the source information around the goal: A clean monthly packet, overdue-invoice follow-up, expense alerts, and fewer financial surprises.

  3. 3

    Apply the same rules every time

    JIDOKA uses the business rules, exclusions, timing, owners, and approval limits you confirm during setup.

  4. 4

    Suggest the next action

    The workflow prepares the reply, task, packet, dashboard, recommendation, or owner update for review.

  5. 5

    Launch with approval gates

    Sensitive sends, financial outputs, customer-facing messages, and record changes stay review-gated before they go live.

How it connects

Uses your existing platforms without replacing them.

The live version can integrate existing platforms using approved APIs, OAuth logins, or CSV/Excel exports. We do not need to replace the tools the business already depends on.

CSV or Excel export first; accounting workspace, shared Drive folder, payment platform, invoice system, or bookkeeping spreadsheet later.

Setup questions

  • What file format can the client export today?
  • Who approves expense categories?
  • Where should open questions be sent?
  • What should never be auto-categorized?

Approval gates

  • Human approval is required before categories are treated as final.
  • Human approval is required before anything is sent to an accountant or tax preparer.
  • Payment, tax, filing, or accounting decisions are never automated in the managed workflow.

Launch tests

  • Import sample statement rows and verify totals match the source.
  • Confirm unknown vendors enter the question log.
  • Confirm sensitive records are flagged and not auto-approved.