Using Policies to Control Flow and Integration Behavior

Policies in Noca AI give you the power to control when and how your flows, services, and connections are allowed to run. They act as restrictions based on time, date, or day of the week — ensuring your automations don’t operate during off-hours or outside of business rules.
If no policies are configured, it means your flows and services have no restrictions and can run freely at all times.

Examples of Policy Use Cases:

• Disable Slack integrations between 18:00 and 09:00
• Make certain flows inactive on Fridays, Saturdays, and Sundays

Watch & Learn

Where to Manage Policies

Navigate to:
Left Drawer Menu > Security & Credentials > Policies

Screen Structure

In this screen, you’ll find:

• A breadcrumb for navigation
• An “Add New” button at the top
• A table list of all existing policies with the following columns:

Then use the four available tabs to define the scope and timing of your policy.
You can mix & match filters across tabs to build highly specific controls.

• View flows as tiles showing:
  • Flow name
  • Creator
  • Creation date
  • Selection checkbox
• Search and filter options above:
  • Created By dropdown
  • Created On date filter

✔ Use this tab to restrict specific flows from running at certain times

• View tiles of apps/services with selection checkboxes
• Search bar with a Category dropdown filter

✔ Use this to restrict entire services like Slack, Salesforce, or Google

• Tiles show:
  • App/service logo
  • Connection name
  • Selection checkbox
• Search available at the top

✔ Ideal when you want to restrict a specific authenticated connection (e.g., Salesforce Prod Token)

This tab lets you define when your policy will be in effect:

• Weekday Tiles – Select any combination (Su, Mo, Tu, etc.)
• From Date / To Date – Define a time-bound range for temporary policies
• From Time / To Time – Define daily windows of activity

✔ Use this tab to enforce weekend shutdowns, business-hour restrictions, or seasonal pauses

Flexible Combinations

Each tab contributes to building a policy – combine them to set precise guardrails:

• Only restrict Slack after 6PM on weekends
• Block flows created by interns during the holiday period
• Pause Salesforce test environments from Friday to Monday

Managing Policies Inside the Flow Builder

In addition to the main Policies page, you can also manage policies directly within the Flow Builder.

• Open the Settings menu in the Flow Builder header
• Navigate to the Policies tab

From here, you can:

• View policies specifically affecting the current flow
• Add additional policies from your account’s general list if needed