Workflows

Automate all your identity processes. Orchestrate user identity across the customer life cycle — from consolidating information and triggering actions to making decisions and automating follow-ups.

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Build quickly, integrate deeply

Build workflows without a single line of code with our drag-and-drop editor, or build more complex workflows with custom code.

Make better decisions faster

Create custom rules based on your business’s data and processes to automatically approve and deny users or flag cases for additional review — all while maintaining an audit trail.

Reduce manual work

Automatically sync information between Persona and your own tools. Follow up with users and automate tasks so your team can focus on high-priority work instead of manual updates.

Trusted by startups & the world’s largest companies

How teams can use Workflows

“Thanks to customizable workflows, we don’t have to fall back on legacy methods or rely too heavily on manual review. Rather than needing to manually verify edge cases, we’re able to see the information real-time and react quickly.”

Amanda Hodgetts-Martin

Director of risk management at Branch

Branch automates 98% of identity verification process with Persona

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Persona Marketplace

With Persona Marketplace, you can integrate the world’s top data and productivity platforms right in Workflows to provide a seamless user experience and streamline operations.

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Workflows

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Introducing Workflows: automations for any use case

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