Activate workflow

Customer Health

Tell us where the work lives. JIDOKA confirms the connections and approval rules, then Stripe checkout starts the managed workflow.

Activation intake

Start this as one managed workflow.

Fill in the real business details. After this step, checkout handles the $20/month plan for this one workflow.

Support plan

Managed support - $20/month

Checkout opens after the intake is staged.

What happens next

We connect the right tools, keep approvals in place, then launch.

The intake tells us where the work lives. Checkout reserves the managed workflow plan, and activation starts only after the business confirms the tools and approval rules.

View the setup path
1

Connect the tools you already use

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

2

Turn messy work into one clean queue

The Workflow Block organizes the source information around the goal: The team can intervene before customers churn or relationships go cold.

3

Apply the same rules every time

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

4

Suggest the next action

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

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.

Support inbox, help desk, CRM, survey export, review source, customer success tracker, or spreadsheet.
View setup questions, approvals, and launch checks

Setup questions

  • Which tool or export holds the source data today?
  • What is the first success metric for this workflow?
  • Who approves rules, messages, or sensitive outputs?
  • What should the workflow never send, write, file, or change without approval?

Approval gates

  • Approve the workflow map before any live connection is enabled.
  • Approve field mappings and write scopes before connected-system writes are staged.
  • Approve customer-facing messages, financial outputs, and record changes before launch.

Launch tests

  • Run the sample data through the Workflow Block and confirm the output matches the expected problem.
  • Run one real CSV, Excel export, or connected-system sample in shadow mode.
  • Confirm missing data, duplicate records, low confidence, and restricted actions route to human review.