Company status change
Review changes to the company’s registered status. Add a condition for the specific status you care about.
Use this templateCompany change workflows
Every relevant change.
A responsible owner.
Turn company changes into assigned review tasks. Start with a template, choose the companies and define who should review what happens next.
Five templates · Custom rules · Dashboard, API & MCP
Supplier status reviewIllustrative example
RULE
When a supplier’s status changes to liquidation…
- Companies
- Suppliers list
- Condition
- New status equals “Liquidation”
- Action
- Create an urgent review
- Assigned to
- Your chosen risk reviewer
REVIEW TASKCompany, previous value, new value and available evidence.
Start with a ready-made rule
Choose the change your team needs to review.
Every template is editable. Choose the companies, reviewer and priority before activation.
Ownership change
Review shareholder, shareholding and group structure changes with the supporting event details.
Use this templateDirector change
Review officer appointments and resignations. Assign responsibility to the relationship owner.
Use this templateNew financial information
Route newly available or updated financial filings to a member of your finance team.
Use this templateCompany details change
Review registered name and address changes to keep your company records current.
Use this templateYour own review rule
Choose supported signals, optional conditions, company coverage, reviewer and priority.
Build a custom workflowFrom setup to action
Confirm once. Review future matching changes.
Monitoring detects company changes. Workflows decide which changes create review tasks and who receives those tasks.
Choose a template or custom rule
Select the signals and, if needed, a condition on the new value. For example, a status equals a chosen value or an employee count exceeds a threshold.
Choose companies and an owner
Find and add a company inside the builder, or choose saved companies, a list or all monitored companies. Assign a reviewer with editing access and set the review priority.
Preview and confirm monitoring
See the exact companies, required signals, monitoring changes and overlapping rules. Confirm before adding missing signals or resuming paused companies. Activation failures remain visible and can be retried.
Receive assigned reviews
Once monitoring is confirmed, future matching changes create review tasks with the previous value, new value and available evidence. Notify the assigned reviewer with a direct task link. Record the decision and resolve the review in the dashboard, through the API or with your assistant.
One workspace. Three ways to work.
The same workflow, wherever you configure it.
A rule created through the API or an assistant appears in your dashboard. Its companies, conditions, review owner and activation status remain shared.
Set it up visually.
Choose a template, select companies, assign the reviewer and inspect monitoring readiness before activating.
Open workflowsBuild it into your system.
Retrieve templates, create and edit rules, preview activation, manage setup progress and retrieve paginated history, archive rules and complete reviews.
POST /api/v1/workflows
{
"template_id": "ownership",
"scope_type": "portfolio",
"scope_ids": ["YOUR_LIST_ID"],
"request_id": "supplier-rule-1"
}Creates a paused rule. Preview and activate separately.
Read the workflow API guideAsk your assistant.
“Use the ownership-change template for my Suppliers list. Assign high-priority reviews to our compliance reviewer.”
Your assistant resolves the list and reviewer, previews the setup and asks for confirmation. CompanyDelta runs the workflow independently of the chat.
Connect an assistantClear status and ownership
Know what is running and what needs attention.
Confirmed activation
The setup stays paused until monitoring is confirmed for every company in the reviewed scope. Completed monitoring changes are retained if you stop or retry setup.
Controlled access
Clients receive separate permissions for reading, managing workflows and changing monitoring. Review owners need editing access. If a reviewer leaves or loses that access, unresolved tasks return to the unassigned queue.
One review per event
When rules overlap, one review is created. Priority and scope determine its owner, and every matching rule is recorded in the run history.
Your questions
Before you activate a workflow.
Do I need to set up monitoring separately?
The confirmation step shows the required signals and the companies that need setup. After confirmation, activation adds missing signals and resumes the paused companies shown. Existing signals and alert recipients are preserved.
What happens when I add another company to a list?
The workflow automatically includes the new list member in its scope. That company must monitor the required signals before matching changes can create reviews. Coverage prompts flag missing setup. Choose “Review monitoring setup” to inspect and confirm the required changes.
What if monitoring fails for one company?
The workflow remains paused during setup and reports which companies need attention. Successful monitoring changes are saved. Review the remaining setup and retry; the workflow is enabled when every company is ready.
Does pausing a workflow stop company monitoring?
No. It stops future review tasks from that rule. Company monitoring, configured alerts and other workflows continue. Company monitoring can be paused separately.
Can my system receive review events?
Yes. Opt your webhook destination into review.created and review.resolved events. Payloads include the task ID, owner, status and decision. Existing destinations keep their company-change subscriptions until you update them.
Can I archive a workflow?
Yes. Archiving stops new tasks from that rule and preserves monitoring, existing reviews and run history. Restoring brings it back paused for you to review and activate.
Will it create reviews for previous changes?
No. Preview can inspect recent recorded events, but activation applies to future matching changes. Previous events are not replayed.
Can it approve suppliers or update our ERP automatically?
The current action creates an internal review task with an owner and priority. Company monitoring separately supports configured email and webhook alerts. Supplier approvals and ERP updates remain in your own systems and processes.
Put your company changes to work
Start with the review your team repeats most.
Choose a ready-made template and confirm the companies, signals and responsible owner.