A process done the same way every time
A workflow is a run: every step, owner and required item in its place, and a trail remains.
- so quality does not depend on who does the work
- so gaps are caught before sign-off
- so a new hire can get going at once
Fill in the details and mark the task complete.
36 block types
Text, image, video, file, embed, guide, demo and action blocks in one task.
Assignees
A task goes to a named person and the notification goes out with it.
Task permissions
Sensitive content is shown only to the roles it belongs to.
Revision history
Go back to an earlier version when a change did not work out.
Your look
Icon, cover image and background for a workflow.
Comments in the run
The conversation stays on the task it is about.
18 field types
Text, date, number, dropdown, multi-choice, table, signature, rating and file.
Fill with AI
AI suggests answers for the task's fields and you check them.
Dropdowns from data sets
The right values from one place, without typing them by hand.
Required fields
A task cannot be completed until the required data is in. Character and number limits are checked too.
From field to action
A number or address from the form goes straight into a message or contract.
Everything assigned to you
Tasks and active runs in one view.
Overdue and due soon
You know at once what to pick up first.
Notifications
In the app and by email, by your own settings.
Quick search
⌘K finds workflows, pages and demos.
Bridge to Schedule Operator
A workflow can create a task or notification in our sister app.
Which costs more: the machine or another year of the same?
In the strategy call we go through your numbers, show the machine with your process and give you the price. 45 minutes, no slide deck.