Customized Workflows

Workflows act as a checklist to ensure your processes are followed and documents are created as intended. Every action taken within a workflow is added to an audit log for proof of who changed what and when.

Any workflow step can be used to automate or orchestrate data collection.

Notifications

Steps can configure SMS, email, Slack or other common notifications.

See the latest updates in real time. Get notified anytime you're needed or coming up on a deadline.

Analytics

Manage workflows throughout their lifecycle in the pipeline. Receive notifications based on status updates and due dates, so you can be aware of upcoming work and compare workloads to prior periods.

Search by assignee, state, due date, or any other attributes. Dark mode shown.

We'd love to chat with you if you have a novel use-case, so don't hesitate to reach out.