Processes

What it is

One row per business process (e.g. Procurement, Customer Reorder Outreach). A process is the stable object other records attach to: Company Signals and Decisions carry a process_id, and the process detail in the app shows its current reality (active signals), open decisions, and related documents. The maturity_stage follows the company’s 5S ladder: strategy → sop → skills → sessions → system — from “we have a direction” to “the process runs on its own”.

How it gets data

Created and maintained by people in the app, or over MCP with the dedicated process tools (process_create, process_get, process_list, process_link / process_unlink, process_archive, process_context). Row-write grants insert_processes / update_processes cover the generic path. No ingest endpoint.

Fields

Field	Label	Type	Writable	Description
`name`	Name	text	create/edit	Process name
`slug`	Slug	text	create/edit	Stable handle — hidden by default
`purpose`	Purpose	text	create/edit	What the process is for, in one or two sentences
`owner_role`	Owner Role	text	create/edit	Role accountable for the process
`status`	Status	status	create/edit	`active` / `draft` / `archived` — the app lists active processes by default and hides archived ones
`maturity_stage`	Maturity Stage	status	create/edit	`strategy` / `sop` / `skills` / `sessions` / `system`
`department_id`	Department Access	uuid	create/edit	Department the process belongs to — hidden by default

Carries the system columns id, tenant_id, workspace_id, created_at, and updated_at. id is a registered (hidden) column so it can be used as a foreign key from signals and decisions.

Query it

{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "processes",
      "filters": { "status": "active" },
      "select_fields": ["name", "purpose", "owner_role", "maturity_stage"],
      "limit": 50
    }
  }
}

Getting Started

Vertical Intelligence

AI Operating Guide

Resources

Sales & Commerce

Procurement

Marketing & Outreach

Governance

What it is

How it gets data

Fields

Query it

​What it is

​How it gets data

​Fields

​Query it

What it is

How it gets data

Fields

Query it