Omniflow logo Omniflow®
A Synergy Folks Product · Executive Briefing

Enterprise AI-Powered Workflow Orchestration — No Code Required

Omniflow is a no-code, API-led workflow orchestration platform that lets business and IT teams design, automate, and govern multi-step, AI-powered workflows — connecting datasources, applications, and autonomous AI agents through a single visual studio.

Built for Roadmap Owners

Platform-level infrastructure that shapes your integration strategy, your AI roadmap, and your engineering backlog for years to come.

  • Flows, Schedules, Dashboards & Forms in one Studio
  • AI Models and AI Agents as governed workflow steps
  • RBAC, SSO, and full audit logging from day one
The Problem

Every enterprise is drowning in the same integration and AI gaps

Six patterns we hear over and over from enterprise IT and data teams.

Point-to-point integration sprawl

Every new data flow between SQL, NoSQL, APIs, and files means custom code — slow, brittle, and expensive to maintain.

AI pilots that never reach production

LLM proofs-of-concept stay disconnected from real systems, with no governance, versioning, or repeatable execution path.

Fragmented tool sprawl

Separate platforms for integration (iPaaS), BI dashboards, forms/intake, and automation — each with its own license, login, and learning curve.

IT backlog bottleneck

Business teams wait weeks or months for a developer to build what should be a same-day automation.

No self-service for the business

Analysts and operations teams are fully dependent on engineering for even minor workflow changes.

Compliance and audit blind spots

Ad hoc scripts touch production and PII/PHI data with no centralized RBAC, SSO, or transaction audit trail.

Who feels it

Data Engineers & Analysts — hand-building repetitive pipelines IT Admins — unmanaged, unsecured integration sprawl Operational Admins — no visibility into execution or logs Business Leaders — blocked on IT backlogs for weeks Compliance & Security Officers — no audit trail on ad hoc data flows
The Solution

One platform, purpose-built to close every gap

Pain Point
How Omniflow Solves It
Integration sprawl
Native SQL, NoSQL, REST, and SFTP connectors — configured visually, no custom code.
Stalled AI pilots
AI Models and AI Agents are first-class workflow steps — connected to real data and governed like any other step.
Tool sprawl
Flows, Schedules, Dashboards, and Forms unified in a single Studio — one login, one platform.
IT backlog
Business and IT co-build automations visually in days, not months.
No self-service
Drag-and-drop flow designer puts controlled automation in the hands of analysts.
Compliance blind spots
Built-in RBAC, SSO, and full transaction audit logging from day one.
Solution Architecture

How the pieces fit together

Four layers, stacked, with governance wrapped around the whole thing.

Studio — Visual, No-Code
FlowsSchedulesDashboardsForms
Orchestration & AI Layer
WorkflowsAI ModelsAI AgentsMCP Tools
Integration — Connect Anything
SQL DBsNoSQL (Mongo)REST APIsSFTP / SSHMessaging & StreamingCDC
Admin & Security
UsersRolesLicenseSSOEnvironmentsi18nAudit
Inside the Platform

Studio: four modules, one visual workspace

Flows

Design multi-step workflows visually, connecting your systems, data, and AI into one seamless process — no code required.

Schedules

Set it and forget it. Recurring reconciliations, nightly syncs, and batch jobs run themselves, right on schedule.

Forms

Build smart forms that adapt as people fill them out, and weave them right into your workflows to collect input exactly when you need it.

Dashboards

Turn workflow activity into real-time analytics automatically — no separate BI tool, no manual reporting.

The AI Layer

AI Models, AI Agents, and MCP — natively inside every flow

AI Models

Drop any large language model into a workflow step in seconds. Switch between OpenAI, Anthropic, Google, DeepSeek, or your own private model — no code, no vendor lock-in.

AI Agents

Autonomous agents that take real action inside your workflows, not just chat. Built-in safety guardrails keep them reliable in production, whether they're handling one record or a full batch.

MCP Integration

Tap into the growing ecosystem of MCP-compatible tools instantly. Connect any MCP server securely, without writing custom integration code.

Governance

Admin: enterprise-grade control from day one

Users & Roles

Fine-grained RBAC across every module — separate "user" and "manager" permissions for Flows, Schedules, Dashboards, Forms, and Security itself.

License Management

Centralized license administration for the platform and its modules.

Single Sign-On

OAuth2/OIDC with JWT. Providers include Google, Microsoft Entra ID, Salesforce, GitHub, or local OAuth2.

Environments

Environment-specific settings and parameter substitution — promote flows from Dev to QA to Production safely.

Internationalization (i18n)

Localized studio experience for global teams and business units.

Configuration & Secrets

Encrypted credentials and API keys, resolved per environment, plus service/engine health and metrics.

Flows — Deep Dive

Connect to any system — no custom integration code

Every connector is a step in a visual handler chain — reorder, branch, and reuse without touching code.

  • SQL databases: read and write to Oracle, MySQL, Microsoft SQL Server, and PostgreSQL
  • NoSQL databases: native read/write support for MongoDB
  • REST APIs: API key, bearer token, or basic auth — extract responses with JSONPath
  • SFTP / SSH: securely read and write files on remote Linux servers
  • Messaging & streaming: consume and publish events from message brokers and streaming platforms
  • CDC: detect and react to database changes in real time as they happen

Data transformation, built in

  • JSON structure transforms, filtering, and sorting
  • Custom JavaScript transforms with automatic retry logic
  • Format conversion across CSV, JSON, and XML
  • JSON aggregators to merge multi-branch flow output
Flows — Deep Dive

Orchestrate AI, people, and systems — then run it on autopilot

A single flow can chain any of the step types — including AI Model and AI Agent steps — in any order.

STARTUP
DATABASE READ
AI AGENT
FORM ASSIGNMENT
REST CALL
OUTPUT

CRON-Based Scheduling

  • Trigger any flow on a CRON-like schedule — no separate scheduler to install
  • Nightly reconciliations, batch syncs, recurring reports run unattended
  • Dedicated scheduler-engine service scales independently of flow execution

Human-in-the-Loop & Aggregation

  • Pause any workflow to collect input from a person, then pick back up automatically the moment they respond
  • Run steps in parallel and merge the results back into one clean output — no manual reconciliation
  • Loop people in wherever you need them — notifications, approvals, or status updates at any point in the process
Studio Module

Dashboards: real-time analytics, powered by your flows

  • No separate BI tool — built directly from flow data, no export, no re-integration
  • Widget library: bar, line, pie charts, data grids, form widgets, metric cards
  • Flexible layouts: horizontal, vertical, tabbed, two-column, fluid, or stacked
  • Live and governed — access controlled by role
1,284Flows Run Today
99.6%Success Rate
3.2sAvg Duration
Studio Module

Dynamic Forms: structured data collection, built into your workflows

  • Visual form builder, no code — drag fields, define validation, publish
  • Conditional logic: show, hide, or require fields based on prior answers
  • Scoring & reporting for assessments, surveys, and evaluations
  • API integration: forms trigger flows, and flows assign forms
Value Delivered

What this means for your organization

Weeks → DaysTime to build and deploy a new automation
1 PlatformReplacing integration, BI, forms, and RPA point tools
Any LLMModel-agnostic AI — no vendor lock-in on your AI strategy
Full Audit TrailEvery flow, form, and AI step logged for compliance

“The pattern is the same everywhere we deploy: connect the data, add governed AI, put a dashboard on top, and let the business self-serve from there.”

Use Cases

What Omniflow looks like in production

Three sectors, the same platform — different flow patterns.

1

Smart patient intake & triage

Dynamic Forms with conditional logic and scoring capture intake data and route it via flow to the EHR instantly.

2

AI-assisted clinical summarization

AI Agent steps summarize clinical notes and flag risk indicators using MCP-connected knowledge tools — always human-reviewed.

3

Automated claims processing

Scheduled flows batch-process claims between core systems and payer SFTP endpoints on a nightly CRON schedule.

4

Compliance-ready by design

Full transaction audit trail, RBAC, and on-prem/private-cloud deployment.

5

Operational visibility

Live dashboards track patient throughput, bed occupancy, and intake volume for operations leadership.

1

Adaptive assessments & certification

Dynamic Forms with scoring logic power quizzes, certifications, and course evaluations.

2

AI-generated personalized content

AI Model steps generate tailored quiz questions, learning paths, and feedback based on learner performance data.

3

Unified learner data

Flows sync learner records between the LMS database and CRM/marketing systems via SQL and REST — no manual exports.

4

Automated engagement reporting

Nightly scheduled flows refresh completion and engagement dashboards before the team's morning stand-up.

5

Self-service for course teams

Instructional designers build and adjust automations themselves — no engineering ticket required.

1

Secure batch file exchange

SFTP/SSH flows handle nightly file exchange with core banking and payment networks — encrypted end to end.

2

AI-driven document & KYC processing

AI Agent steps extract and validate KYC/document data, paired with built-in tools for market and portfolio data.

3

Fraud & exception dashboards

Real-time dashboards surface anomalies and exceptions directly from transaction flow output.

4

Enterprise SSO & encrypted secrets

SSO via Microsoft Entra ID or your enterprise IdP, with encrypted, per-environment credential resolution.

5

Scheduled reconciliation

CRON-scheduled flows reconcile transactions across SQL and NoSQL systems, with full audit logging for regulators.

Competitive Edge

Why we're different

1. No-code AND full power

Visual-first for everyday users, with the depth to handle your most complex integrations underneath.

2. Model-agnostic AI

Bring the AI provider of your choice — cloud or private — and switch anytime. No vendor lock-in, ever.

3. Four platforms in one

Integration, AI orchestration, BI dashboards, and forms — unified, instead of stitched together from four vendors.

4. Native MCP support

Built for the emerging agentic tool ecosystem — connect any MCP-compatible tool without custom engineering.

5. Governance from day one

Enterprise-grade access control, single sign-on, and full audit trails are built in from day one — not a roadmap item you have to wait for.

6. Cloud-agnostic & scalable

Deploy on-prem or in any cloud, and scale seamlessly as your usage grows — without re-architecting anything.

Trust & Scale

Security, auditing, and scalability

Security

  • OAuth2/OIDC with JWT, built on Spring Security
  • SSO: Google, Microsoft Entra ID, Salesforce, GitHub, local OAuth2
  • Fine-grained RBAC across every module and action
  • Encrypted credentials & secrets, resolved per environment
  • Idle session timeout with user notification

Auditing

  • Transaction logs for every flow, form, and GUI action
  • AOP-based logging captures who did what, when
  • Full history supports internal and regulatory audits
  • Metrics and service health monitoring
  • Graylog-ready centralized log aggregation

Scalability

  • Containerized microservices — Docker-based deployment
  • Flow-engine scales independently by call volume
  • High availability via Spring Cloud Gateway load balancing
  • PostgreSQL master data with configurable daily backups
  • On-prem, cloud, or hybrid — fully cloud-agnostic
Deployment

Deployment options built for your environment

  • Fully containerized: every service ships as a Docker container
  • Cloud-agnostic: on-premise, private cloud, or any public cloud provider
  • Independently scalable: run one flow-engine container, or scale to many as volume grows
  • High availability: load-balanced via Spring Cloud Gateway across service instances
  • Resilient by design: flow-engine and scheduler-engine keep local H2 configs, syncing with PostgreSQL on startup

Service Map

RegistryGatewayGUIGUI API PostgreSQLFlow Engine ×NScheduler EngineMessaging & StreamingCDC

Every box is an independently deployable, independently scalable Docker container.

Technical Architecture

High-level architecture

Client
Browser Client (Vaadin SPA)
Gateway
Spring Cloud GatewayLoad Balancing
Services
Omniflow GUI (Studio)Omniflow GUI API (REST)Service Registry (Eureka)
Execution
Flow Engine ×NScheduler EngineLocal H2 runtime config
Data & External
DatasourcesREST APIsSFTP/SSHMessaging & StreamingCDCLLM ProvidersMCP Servers
Live Walkthrough

How it works — from idea to live automation

1

Design

Open Studio and lay out your workflow visually — drag steps onto the canvas and arrange them in the order you want work to happen.

2

Connect

Wire each step to the systems it needs — data sources, APIs, or AI — and decide where the results should go, all without writing a line of code.

3

Publish & Schedule

Publish your workflow and set a schedule — from then on, it runs itself.

4

Monitor

Watch results come in on a live dashboard, with a full history of every run kept for you automatically.

Next Steps

Request an Omniflow® Pilot

A 30-day pilot on one real workflow from your environment — not a generic sales call. Tell us a bit about your team and we'll follow up with next steps.

What's included

1

One real workflow

We build a working pilot flow using data from your actual environment, not a demo sandbox.

2

Architecture review

A working session with your security and infrastructure teams to plan deployment.

3

Custom ROI model

A cost comparison based on your current integration, BI, and automation tool spend.

Select all that apply.

Thanks! Your pilot request has been sent — we'll follow up within one business day.