Procedures

Procedures are the workflows you build in Rapidfolio. Each one is a visual graph — nodes connected by edges — that an AI agent executes when triggered. They're reusable, versioned, and testable before going live.

This section covers everything you need to build and ship a procedure with confidence.

---

Building a procedure

Start with the Editor — the visual canvas where you add nodes, wire them together, and configure how data flows between steps. Before connecting real integrations, Simulation mode lets you dry-run the graph with mock data and confirm that conditions branch correctly and input mappings resolve as expected.

→ Editor guide

---

Testing before publishing

Scenarios are named test cases with fixed inputs and expected outputs. Write one scenario per important path through your procedure, run them all before publishing, and catch regressions before they reach live. Rapidfolio can also suggest scenarios automatically based on your procedure graph.

→ Scenarios guide

---

Human approval gates

For any action that touches real money or real customer data, you can insert a Human Review node. Execution pauses there until a team member approves or rejects from the dashboard (or via the API). Every decision is permanently logged.

→ Human Review guide

---

Versioning and rollbacks

Every edit creates a draft version. Publish when ready. Rollback to any previous published version in seconds. Pin specific triggers or API callers to a version so that publishing a new version doesn't change their behavior.

→ Versions guide

---

The typical workflow

1. Build the procedure in the editor
2. Simulate it with mock data to verify data flow
3. Write scenarios for each important path
4. Run scenarios in sandbox — confirm they pass
5. Publish the version
6. Monitor runs in the dashboard