Live demos should show automation as a visible product experience, not as hidden backend records. Use demos when you want customers to see approvals, messaging, workflow screens, and exception handling working together.
A live demo is ready when:
A user can create realistic data.
The user can submit or start a process.
The recipient sees the work on the correct native screen.
Messages or notifications appear.
The status changes visibly.
Failures appear in Exception Resolution.
The demo can be reset or repaired without manual backend edits.
Procurement approval
Submit purchase request, reviewer decides, requester sees result.
Timecard approval
Employee submits hours, manager approves or requests changes.
Inventory exception
Worker reports discrepancy, supervisor queue receives work, messages clarify.
Content policy review
Creator submits draft, reviewer decides, conversation handles changes.
Start as the requester.
Create a new record.
Submit it.
Show the submitted status.
Switch to recipient.
Open Decision or Work Queue.
Act on the item.
Show Notification Center or Conversation if messages are part of the demo.
Switch back to requester.
Show final status.
Open Exception Resolution and show it is clean.
