• Getting Started
  • KYB
  • On-demand

KYB Getting Started: Workflow Builder

  • Lara Portelli
    Lara Portelli
    Customer Onboarding Webinar Specialist
  • Lucas Newman
    Lucas Newman
    Senior Business Development Manager

Ready to simplify and scale your KYB verification flows? In our final session, we’ll show you how to use the Workflow Builder - a no-code tool that lets you design, test, and launch custom verification workflows with ease.

Whether you're a product manager, risk analyst, or operations lead, this session will help you turn complex logic into streamlined, automated flows.

In 30 minutes, you’ll learn:

  • How the Workflow Builder works
  • Key steps to get started
  • Live demo: Building and running most common KYB workflows
  • Best practices and real-world use cases

We'll wrap up with a live Q&A - don’t miss it!