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CODITECT Platform Comprehensive Workflow Analysis & Expansion Plan

CODITECT Platform - Comprehensive Workflow Analysis & Expansion Plan

Current State: 8 workflows Recommended State: 40+ workflows Gap: 32 missing critical workflows

Executive Summary​

A production-ready multi-tenant SaaS platform requires comprehensive automation across the entire customer lifecycle. The current 8 workflows cover only the basic happy path. This document identifies 32 additional workflows needed for:

  • Complete onboarding experience (5 workflows)
  • Subscription & billing operations (8 workflows)
  • Workstation lifecycle management (6 workflows)
  • Organization & team management (5 workflows)
  • Security & compliance (4 workflows)
  • Support & operations (4 workflows)

Workflow Checklist​

  • Prerequisites verified
  • Configuration applied
  • Process executed
  • Results validated
  • Documentation updated

Workflow Steps​

  1. Initialize - Set up the environment
  2. Configure - Apply settings
  3. Execute - Run the process
  4. Validate - Check results
  5. Complete - Finalize workflow

Current Workflows (8) ✅​

User Onboarding​

  • ✅ WF-001: User Registration

Subscription Management​

  • ✅ WF-002: Subscription Checkout
  • ✅ WF-003: Stripe Webhook Handler

Workstation Operations​

  • ✅ WF-004: Workstation Provisioning

Team Management​

  • ✅ WF-005: User Invitation

Compliance​

  • ✅ WF-006: Auditor Access
  • ✅ WF-007: GDPR Data Request

Offboarding​

  • ✅ WF-008: User Offboarding

Critical Missing Workflows (Priority 0 - Must Have)​

Category 1: Enhanced Onboarding (5 workflows)​

WF-009: Email Verification​

Trigger: User clicks verification link Purpose: Verify email ownership before full platform access Steps:

  1. Validate verification token
  2. Update user.email_verified = true
  3. Unlock workstation provisioning
  4. Send "Account Verified" email
  5. Trigger onboarding checklist workflow
  6. Publish user.verified event

Why Critical: Security requirement - prevents fake account creation

WF-010: Onboarding Checklist​

Trigger: User email verified OR manual trigger Purpose: Guide new users through platform setup Steps:

  1. Create checklist in database (5-7 tasks)
  2. Send welcome series email 1 (Day 0)
  3. Check task completion daily
  4. Send reminder emails (Day 3, 7)
  5. Mark checklist complete when done
  6. Send "Ready to Build" email
  7. Track onboarding completion metrics

Checklist Tasks:

  • ✅ Verify email
  • ✅ Complete profile
  • ✅ Create first project
  • ✅ Provision workstation
  • ✅ Run sample code
  • ✅ Invite team member (optional)
  • ✅ Explore marketplace (optional)

Why Critical: User activation - 60% of value realized in first week

WF-011: Trial Expiration Warning​

Trigger: Scheduled daily (checks trial_expires_at) Purpose: Convert trial users to paid subscriptions Steps:

  1. Query users where trial expires in [7, 3, 1] days
  2. Send tiered reminder emails
  3. Highlight usage statistics
  4. Offer upgrade CTA with discount code
  5. Log conversion funnel events
  6. If no action, trigger trial expiration workflow

Why Critical: Revenue - trial conversion is primary growth lever

WF-012: Trial Expiration​

Trigger: Scheduled daily (trial_expires_at < NOW()) Purpose: Handle expired trials gracefully Steps:

  1. Suspend workstation access (don't delete yet)
  2. Update subscription_status = 'trial_expired'
  3. Send "Trial Ended" email with upgrade link
  4. Preserve user data for 30 days
  5. Show upgrade banner on login
  6. After 30 days, trigger WF-008 (Offboarding)

Why Critical: Retention - give users a path back

WF-013: First Project Creation​

Trigger: User clicks "Create Project" Purpose: Scaffold initial project with templates Steps:

  1. Validate organization has available seats
  2. Create project record in database
  3. Clone template repository (if selected)
  4. Initialize project workspace in GCS
  5. Set up project permissions (RLS)
  6. Provision initial workstation (if needed)
  7. Send "Project Ready" notification
  8. Mark onboarding checklist task complete

Why Critical: Time-to-value - get users productive fast

Category 2: Subscription & Billing (8 workflows)​

WF-014: Subscription Renewal Reminder​

Trigger: Scheduled daily (renewal in 7, 3, 1 days) Purpose: Reduce involuntary churn from expired cards Steps:

  1. Query subscriptions renewing soon
  2. Check payment method expiration
  3. Send renewal reminder email
  4. Highlight upcoming charge amount
  5. Provide "Update Payment" CTA
  6. Log renewal funnel events

Why Critical: Revenue - 20-30% of churn is involuntary

WF-015: Payment Failed Recovery (Dunning)​

Trigger: Stripe webhook - payment_intent.payment_failed Purpose: Recover failed payments automatically Steps:

  1. Increment failed_payment_count
  2. Wait 3 days, retry payment
  3. If fail again, wait 5 days, retry
  4. If fail 3rd time, send urgent email
  5. If no update in 14 days, suspend service
  6. Update subscription_status = 'past_due'
  7. Trigger WF-008 after 30 days

Why Critical: Revenue recovery - 40% of failed payments are recoverable

WF-016: Subscription Upgrade​

Trigger: User clicks upgrade plan Purpose: Handle mid-cycle plan changes Steps:

  1. Calculate prorated charges
  2. Create Stripe invoice for difference
  3. Process immediate payment
  4. Update subscription tier in database
  5. Increase workstation resources
  6. Unlock tier features
  7. Send upgrade confirmation email
  8. Update billing portal

Why Critical: Expansion revenue - 30% of growth comes from upgrades

WF-017: Subscription Downgrade​

Trigger: User requests plan downgrade Purpose: Retain customers by offering lower tiers Steps:

  1. Check effective date (end of billing period)
  2. Verify new plan meets current usage
  3. Schedule downgrade in Stripe
  4. Send confirmation email with change date
  5. On effective date, reduce resources
  6. Update workstation size
  7. Remove premium features
  8. Update billing portal

Why Critical: Retention - keep customers who would otherwise cancel

WF-018: Subscription Cancellation Request​

Trigger: User clicks "Cancel Subscription" Purpose: Attempt retention before cancellation Steps:

  1. Show retention offer (discount, pause)
  2. If decline, ask cancellation reason
  3. Schedule cancellation for end of period
  4. Send "Subscription Ending" email
  5. Preserve data for 90 days
  6. On effective date, suspend workstations
  7. After grace period, trigger WF-008

Why Critical: Retention - 20-30% of cancellations can be saved

WF-019: Invoice Generation​

Trigger: Scheduled monthly OR subscription.created Purpose: Generate and deliver invoices Steps:

  1. Aggregate usage for billing period
  2. Calculate line items (seats, workstation hours)
  3. Apply discounts/credits
  4. Generate PDF invoice via Stripe
  5. Store in database and GCS
  6. Email invoice to billing contact
  7. Update billing history
  8. Trigger payment collection

Why Critical: Compliance - required for B2B sales

WF-020: Payment Method Update​

Trigger: User updates payment method Purpose: Ensure billing continuity Steps:

  1. Create Stripe SetupIntent
  2. Collect payment method via Stripe Elements
  3. Attach to customer
  4. Set as default payment method
  5. Verify with $1 auth (release immediately)
  6. Send confirmation email
  7. If subscription past_due, retry payment
  8. Clear any dunning sequences

Why Critical: Operations - prevents service disruptions

WF-021: Refund Processing​

Trigger: Support agent initiates refund Purpose: Handle customer refunds Steps:

  1. Validate refund eligibility (< 30 days)
  2. Create Stripe refund
  3. Update subscription if partial period
  4. Send refund confirmation email
  5. Log in audit trail
  6. Update revenue recognition
  7. If full refund, trigger account closure

Why Critical: Customer service - required for satisfaction

Category 3: Workstation Lifecycle (6 workflows)​

WF-022: Workstation Start/Stop Scheduling​

Trigger: Scheduled OR user action Purpose: Cost optimization via auto-shutdown Steps:

  1. Check user-configured schedule
  2. At scheduled time, stop workstation
  3. Send notification 10 min before stop
  4. Stop workstation via GCP API
  5. Update status = 'stopped'
  6. At scheduled start time, start workstation
  7. Send "Workstation Ready" notification

Why Critical: Cost savings - 40-60% reduction in compute costs

WF-023: Workstation Backup​

Trigger: Scheduled daily at 2am Purpose: Disaster recovery and data protection Steps:

  1. Create GCS snapshot of workstation disk
  2. Verify snapshot integrity
  3. Tag with date and workstation_id
  4. Delete snapshots older than 30 days
  5. Update backup metadata in database
  6. Send failure alert if backup fails
  7. Track backup success rate

Why Critical: Data protection - SLA requirement

WF-024: Workstation Resize​

Trigger: User requests size change Purpose: Scale resources to match workload Steps:

  1. Validate new size allowed by tier
  2. Schedule resize (requires stop)
  3. Stop workstation
  4. Update machine type via GCP API
  5. Start workstation
  6. Verify health check
  7. Update billing (prorated)
  8. Send resize confirmation

Why Critical: User experience - match resources to needs

WF-025: Workstation Health Monitoring​

Trigger: Scheduled every 5 minutes Purpose: Detect and recover from failures Steps:

  1. Query all active workstations
  2. Check GCP health status
  3. If unhealthy, attempt restart
  4. If restart fails, notify user
  5. Create support ticket
  6. Log incident for SLA tracking
  7. If critical, escalate to on-call

Why Critical: Reliability - maintain 99.9% uptime SLA

WF-026: Idle Workstation Detection​

Trigger: Scheduled hourly Purpose: Cost optimization by stopping idle resources Steps:

  1. Query workstation CPU/network metrics (last 2 hours)
  2. If CPU < 5% and network minimal
  3. Send "Still working?" notification
  4. Wait 30 minutes for response
  5. If no activity, stop workstation
  6. Send stopped notification
  7. Track idle cost savings

Why Critical: Cost optimization - 20-30% of workstations idle

WF-027: Workstation Marketplace Install​

Trigger: User installs tool from marketplace Purpose: Extend workstation capabilities Steps:

  1. Validate tool compatibility with workstation
  2. Check license/billing requirements
  3. Execute installation script via SSH
  4. Verify installation success
  5. Update workstation metadata
  6. Add to user's installed tools list
  7. Send installation confirmation
  8. Track feature adoption

Why Critical: Product stickiness - increase platform value

Category 4: Organization & Team Management (5 workflows)​

WF-028: Invitation Acceptance​

Trigger: User clicks invitation link Purpose: Complete team member onboarding Steps:

  1. Validate invitation token (not expired)
  2. Create user account if doesn't exist
  3. Link user to organization
  4. Assign role from invitation
  5. Send welcome to team email
  6. Notify inviter of acceptance
  7. Provision workstation based on org tier
  8. Mark invitation as accepted

Why Critical: Team growth - enable collaboration

WF-029: Role Change​

Trigger: Admin updates user role Purpose: Manage permissions dynamically Steps:

  1. Validate admin has permission
  2. Update role in organization_members
  3. Update PostgreSQL RLS context
  4. Revoke/grant feature access
  5. Notify user of role change
  6. Log in audit trail
  7. If downgraded, restrict resources

Why Critical: Security - principle of least privilege

WF-030: User Removal from Organization​

Trigger: Admin removes team member Purpose: Revoke access gracefully Steps:

  1. Validate admin has permission
  2. Remove from organization_members
  3. Stop user's workstations
  4. Preserve user data for 30 days
  5. Revoke access to shared projects
  6. Send "Access Revoked" email
  7. Notify admin of completion
  8. Update seat count

Why Critical: Security - immediate access revocation

WF-031: Seat Limit Enforcement​

Trigger: Attempt to add user beyond limit Purpose: Prevent over-provisioning Steps:

  1. Check current seat count vs limit
  2. If at limit, block invitation
  3. Show upgrade prompt to admin
  4. Send email with upgrade CTA
  5. Log blocked invitation
  6. Track upgrade funnel conversion

Why Critical: Revenue - upsell trigger

WF-032: Bulk User Operations​

Trigger: Admin uploads CSV of users Purpose: Streamline large team onboarding Steps:

  1. Parse and validate CSV (email, role)
  2. Create users in batch
  3. Send invitations in parallel (rate limited)
  4. Track invitation status
  5. Send progress report to admin
  6. Handle failures gracefully
  7. Update seat count
  8. Log bulk operation

Why Critical: Enterprise sales - required for large deals

Category 5: Security & Compliance (4 workflows)​

WF-033: Suspicious Activity Detection​

Trigger: Real-time security event Purpose: Prevent account compromise Steps:

  1. Detect anomaly (login from new country, etc)
  2. Challenge with 2FA
  3. If fail, lock account temporarily
  4. Send security alert email
  5. Log security event
  6. Require password reset if compromised
  7. Notify security team

Why Critical: Security - prevent breaches

WF-034: Compliance Report Generation​

Trigger: Scheduled monthly OR on-demand Purpose: SOC2/ISO27001/GDPR evidence Steps:

  1. Query audit logs for period
  2. Aggregate security events
  3. Generate compliance metrics
  4. Create PDF report
  5. Store in secure GCS bucket
  6. Send to compliance officer
  7. Archive for retention period

Why Critical: Compliance - required for enterprise sales

WF-035: Data Retention Policy Enforcement​

Trigger: Scheduled weekly Purpose: GDPR/legal compliance Steps:

  1. Query data older than retention period
  2. Identify records for deletion
  3. Anonymize or delete per policy
  4. Verify cascade deletes
  5. Log deletion events
  6. Update data inventory
  7. Generate retention report

Why Critical: Compliance - legal requirement

WF-036: Security Audit Log Archival​

Trigger: Scheduled daily Purpose: Long-term audit trail Steps:

  1. Export audit logs from PostgreSQL
  2. Compress and encrypt
  3. Upload to GCS cold storage
  4. Verify integrity
  5. Delete from hot storage (> 90 days)
  6. Update archival metadata
  7. Test restore quarterly

Why Critical: Compliance - 7-year retention for some industries

Category 6: Support & Operations (4 workflows)​

WF-037: Support Ticket from Platform​

Trigger: User clicks "Get Help" with error context Purpose: Streamline support with context Steps:

  1. Collect error context automatically
  2. Attach recent logs (last 1 hour)
  3. Include workstation config
  4. Create ticket in support system (Zendesk)
  5. Send ticket confirmation email
  6. Assign to support queue
  7. Track resolution time

Why Critical: Customer satisfaction - reduce MTTR

WF-038: Usage Anomaly Detection​

Trigger: Scheduled hourly Purpose: Detect abuse or billing errors Steps:

  1. Query usage metrics (CPU, storage, bandwidth)
  2. Compare to historical baseline (7-day avg)
  3. If > 3 standard deviations, flag
  4. Send alert to user and admin
  5. If suspected abuse, throttle resources
  6. Create investigation ticket
  7. Track false positive rate

Why Critical: Cost control - prevent runaway costs

WF-039: Cost Anomaly Alerts​

Trigger: Scheduled daily Purpose: Prevent billing surprises Steps:

  1. Calculate daily GCP costs
  2. Compare to budget threshold
  3. If exceeded, send alert to finance
  4. Identify top cost drivers
  5. Send optimization recommendations
  6. Track cost vs forecast
  7. Escalate if > 20% over budget

Why Critical: Financial management - avoid overruns

WF-040: Automated Backup Verification​

Trigger: Scheduled weekly Purpose: Ensure backups are restorable Steps:

  1. Select random backup to test
  2. Restore to temporary workstation
  3. Verify data integrity
  4. Run health checks
  5. Delete test workstation
  6. Log test results
  7. Alert if restore fails

Why Critical: Disaster recovery - backup is useless if not restorable

Workflow Prioritization Matrix​

PriorityWorkflowsRationale
P0 (Critical)WF-009 to WF-021Revenue, security, compliance blockers
P1 (High)WF-022 to WF-032Cost optimization, user experience
P2 (Medium)WF-033 to WF-040Operational excellence, scale

Implementation Roadmap​

Phase 1: Foundation (Weeks 1-2)​

  • WF-009: Email Verification
  • WF-010: Onboarding Checklist
  • WF-014: Subscription Renewal Reminder
  • WF-015: Payment Failed Recovery

Goal: Reduce involuntary churn, improve activation

Phase 2: Growth (Weeks 3-4)​

  • WF-011: Trial Expiration Warning
  • WF-012: Trial Expiration
  • WF-016: Subscription Upgrade
  • WF-017: Subscription Downgrade
  • WF-018: Subscription Cancellation

Goal: Improve conversion, reduce voluntary churn

Phase 3: Scale (Weeks 5-6)​

  • WF-022: Workstation Scheduling
  • WF-026: Idle Workstation Detection
  • WF-028: Invitation Acceptance
  • WF-031: Seat Limit Enforcement

Goal: Cost optimization, team collaboration

Phase 4: Enterprise (Weeks 7-8)​

  • WF-019: Invoice Generation
  • WF-032: Bulk User Operations
  • WF-034: Compliance Reporting
  • WF-037: Support Ticket from Platform

Goal: Enterprise readiness, compliance

Phase 5: Excellence (Weeks 9-10)​

  • Remaining 16 workflows
  • Advanced automation
  • ML-based optimization

Estimated Development Effort​

PhaseWorkflowsn8n NodesDev DaysTotal Hours
Phase 14~40864
Phase 25~501080
Phase 34~40864
Phase 44~45972
Phase 516~16032256
TOTAL33~33567536

Success Metrics​

Workflow CategoryKey MetricTarget
OnboardingActivation rate (complete checklist)60% → 80%
BillingInvoluntary churn rate2.5% → 1.0%
WorkstationsIdle cost %30% → 10%
Team ManagementSeats per org (expansion)1.5 → 3.0
SecurityIncident response time4hr → 1hr
SupportTicket resolution time24hr → 8hr

Next Steps​

  1. Review and prioritize workflows with business stakeholders
  2. Create detailed specs for P0 workflows (WF-009 to WF-021)
  3. Develop n8n JSON for Phase 1 workflows
  4. Write narratives for each workflow
  5. Update document index to track new workflows
  6. Iterate based on usage data and customer feedback

Document Version: 1.0 Created: December 25, 2025 Estimated Completion: Q2 2026 (all 40 workflows)