Workflows

Describe it once.
Hive runs it every time.

Write a process in plain English. Hive turns it into a versioned workflow with triggers, schedules and approvals, and runs it across the systems you already use.

Harlow & Co
New chat Inbox99+ LibrarySkillsAgent Studio Workflows SignalsBusiness Brain Platform OrganizationsAI usage & costBilling Projects Year-end close · Harlow Project Alder · DD Fund III · LP reporting Fernwood MSA review Yesterday Summarise the IC memo · Alder Previous 7 days Draft LP letter · Q3 Firm SharePoint
Alex Morgana.morgan@harlowco.eu
DescribeBuilderAll workflowsDraftsScheduled
Workflows2,418 recorded runs this quarter
Search workflows…+ Create workflow
All · 89Live · 54Running · 7Draft · 26Paused · 2
StepsNameOwnerStatusRunsLast runCost
8 steps Portfolio KPI pack · Fund IIIPortco submissions → Variance commentary → IC-ready pack Alex Morgan RunningStep 5 of 8 · drafting commentary 41 Today · 08:02 £3.12
4 steps Data room watcher · Project AlderDocument uploaded → Map to DD request list → Flag gaps to deal team Priya Shah LiveRuns when a file lands 312 Today · 09:47 £0.04
6 steps Matter intake and conflict checkNew enquiry → Conflict search across matters → Partner memo Tom Becker LiveRuns on every enquiry 128 Today · 09:12 £0.18
6 steps Month-end close · 14 entitiesPull trial balances → Reconcile intercompany → Partner sign-off Alex Morgan RunningWaiting on partner sign-off 18 Today · 07:00 £1.46
5 steps Covenant monitor · portfolioManagement accounts in → Test covenants → Alert deal team on breach Tom Becker LiveRuns when accounts arrive 57 Yesterday · 16:30 £0.22
5 steps Engagement letter · draft and routeMatter opened → Draft from precedent → Partner signs → Send Priya Shah LiveRuns on matter opening 86 Yesterday · 14:05 £0.09
6 steps Buyer list builderMandate signed → Screen strategic and financial buyers → Ranked list Tom Becker RunningStep 3 of 6 · scoring 140 buyers 23 Today · 10:21 £2.08
6 steps WIP and invoice chaseInvoice 30 days overdue → Reminders at 7, 14, 21 days → Escalate Priya Shah LiveRuns every weekday 204 Today · 06:00 £0.03
4 steps KYC refresh · expiring clientsID expiring in 60 days → Request documents → File to DMS Priya Shah LiveRuns every Monday 39 Oct 12 · 07:00 £0.05
7 steps LP quarterly letter · Fund IIIQuarter close → Fund metrics → Draft LP letter for GP review Alex Morgan DraftTested · ready to deploy 0 · 2 tests Oct 11 · 17:40 £0.00
8 steps Proposal from past workRFP received → Credentials, team and pricing → Draft proposal Alex Morgan PausedPaused for fee review 64 Oct 9 · 11:15 £0.41
5 steps Weekly pipeline reviewEvery Monday 08:00 → Stalled deals → Owner follow-ups Tom Becker LiveRuns every Monday 22 Oct 13 · 08:00 £0.12

Month-end close

Harlow & Co · 14 entities

Waiting
Pull trial balancesDone
Match receipts to ledgerDone
Partner sign-offWaiting
Post and fileQueued

One run

Not a script.
A process with owners,
approvals and a record.

Here is a month-end close for a 14-entity group. Hive does the gathering and matching. A partner makes the call. Every step is logged.

Month-end close

Run 27 · version 4

Complete
07:00

Trigger

First working day of the month

Schedule
07:04

Pull trial balances

14 entities from Xero

Done
07:10

Match receipts

412 receipts matched to the ledger

Done
07:12

Draft adjustments

3 adjustments with sources

Done
09:41

Partner sign-off

Approved by S. Ritter in Teams

Approved
09:42

Post and file

Pack filed to SharePoint

Logged

Every kind of process

However it starts,
Hive sees it through.

First working day Trigger
Hive is working Done · 6 steps
Partner sign-off Your turn

Month-end close

Reconciled pack ready for sign-off

How it works

Describe, test, deploy.
No flowcharts, no code.

01

Describe

Brief Hive the way you would brief a colleague, and it drafts the steps, tools and approval points.

02

Test

Dry-run every version on real data and check each step before it touches a client.

03

Deploy

Go live on a trigger or a schedule. Hive monitors every run and routes exceptions to a person.

“The process runs itself. You only see the exceptions.”

Processes stop living in people’s heads. They run on time, they are logged, and anyone can see where they stand.

Control

Automation you can explain to a regulator.

Approvals. Any step can pause for a named approver in Teams, Outlook or Hive.

Versioning. Every change is a new version. Compare, roll back and see who changed what.

Exceptions. Failed or unusual steps retry or go to a person. Nothing fails silently.

Hive Workflows

Every run

Versioned and logged