What is Canvas?
Otesse Canvas is a visual operations platform that lets you build workflows, automations, and page layouts on an infinite canvas. Instead of writing code or configuring complex settings, you drag steps onto a canvas, connect them together, and watch your workflow come to life.
Who is Canvas For?
Canvas is designed for anyone who manages business operations — whether you are an admin setting up automated email sequences, a manager designing approval workflows, or an operator building custom dashboards. No coding experience is required.
What Can You Build?
- Automated workflows — Connect triggers, conditions, and actions to automate repetitive tasks. For example, send a confirmation email when a booking is created, then schedule a follow-up SMS three days later.
- Data pipelines — Filter, sort, transform, and merge data from your business entities. Pull customer records, filter by zone, and generate a report.
- Page layouts — Use design steps to build page sections, containers, text blocks, and images that render as live previews.
- AI-powered processes — Add AI steps that use large language models to generate content, summarize data, or make suggestions within your workflow.
How It Fits Into Otesse
Canvas is part of the Otesse ecosystem alongside the ERP dashboard, customer portal, and marketing site. Workflows you build in Canvas can reference real data from your ERP — customers, bookings, invoices, zones, and more. The canvas is the visual layer; your database stays untouched until a workflow explicitly acts on it.
Key Principles
- Steps are building blocks — Every feature on the canvas is a step. Steps have inputs, outputs, and connections.
- Visual first — If you can see it, you can understand it. Every workflow is a visual diagram you can share with your team.
- Non-destructive — Adding steps to a canvas never changes your data. Only running a workflow triggers real actions.
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