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Commercial Workflow

Referral Management

A first-class workflow over existing participant, referral, payout and attribution primitives — without a second referral backend.

Estimated time saved
Same day
Business impact
Attributed referral revenue
Deployment
Same day
Business problem solved

Promoters, referral links and commission tracking live in disconnected tools instead of the commercial operating system.

Expected outcome

Acquire, attribute and coordinate referral revenue on existing Provvy checkout.

Systems connected
Pinch PaymentsXero
This workflow will
  • Add promoters without an agreement
  • Assign catalogue services
  • Issue referral links and QR codes
  • Coordinate promoter approval and payout details
  • Attribute referred checkout revenue
  • Hand off commission to Settlement

Capability explanations describe intended workflow behaviour. Full automation arrives in later phases — human review remains part of the process.

Commercial reasoning

Referral Management acquires and attributes. Settlement shows what is owed and paid.

Agreement Intelligence can optionally enrich the same participant identity.

Review what this workflow will do, then add it to your workspace.