An all-in-one solution for automating, tracking, and optimizing your business processes.
Workflows respond dynamically to specific criteria, so that your team can focus on what truly matters.
Get startedEnsure that all work is completed, even if your team's availability changes.
Get startedEliminate manual work and save time by connecting tasks and workflows with other tools in your stack.
Get startedEnsure execution of your workflows is automated to match your business cadence.
Get startedUpdate your workflows as your needs change, without interrupting ongoing work.
Get startedManage task dependencies and ensure critical information is collected before allowing the process to continue.
Get startedCreate standardized onboarding workflows for new hires that ensure all necessary documentation is collected and required training is completed.
Onboarding new employees can be a tedious and disorganized process. HR teams often juggle various tasks, such as sharing policy documents, setting up IT systems, and scheduling introductory meetings, which can lead to errors and delays.
With Workflows, HR teams can automate the entire onboarding process. You can schedules workflow runs, send necessary onboarding materials, and automatically follow up, ensuring a smooth, organized, and efficient process.
Streamlining the talent acquisition process for optimal results.
Recruiting new employees involves numerous steps, from screening resumes to scheduling interviews. This can be time-consuming, prone to errors, and lead to potential talents being overlooked.
Workflows automate the recruitment process. You can automatically screen resumes based on set criteria, schedule interviews, and send reminders, reducing errors and saving time.
Use workflows to facilitate the performance evaluation process, with automated reminders for managers and employees to complete each step and ensure timely completion.
Performance review management is often complex, involving the collection of feedback, scheduling meetings, and processing ratings. HR teams often struggle to keep this process organized and timely.
Workflows help streamline performance review management. It automates feedback collection, review schedules, and performance rating processing, making the process organized and efficient.
Streamline the request and approval process for employee vacation and sick leave requests, with notifications sent automatically to managers and HR when requests are received.
Leave application and approval is often a manual process that can lead to miscommunication, delays, and non-compliance with leave policies.
Workflows automate the leave management process. It sends notifications of leave requests to the relevant parties for approval and ensures all leave policies are adhered to, ensuring a smooth and transparent process.
Empowering you to navigate regulatory challenges with confidence.
Ensuring employees complete necessary compliance training is challenging. HR teams often struggle with scheduling training, sending reminders, and tracking completion.
With Workflows, HR teams can automate compliance training management. It schedules training, sends reminders, and tracks completion, ensuring all employees are up-to-date with necessary compliance training.
Simplifying the move-in process for a seamless experience.
The process of onboarding new tenants is often manual and time-consuming, involving sharing documentation, scheduling property walkthroughs, and processing initial payments. This can lead to errors and delays, impacting tenant satisfaction.
Workflows can be used to automate the entire tenant onboarding process, ensuring that all necessary tasks are carried out efficiently and effectively, leading to increased tenant satisfaction.
Use workflows to ensure timely and consistent communication with tenants across various maintenance and repair activities: from scheduled maintenance to repair requests and rent collection.
Processing maintenance requests manually can be a tedious and unorganized process, leading to delays, unserviced requests, and unhappy tenants.
Our Workflows feature automates maintenance request processing. It ensures that requests are automatically received, categorized, assigned, and tracked, leading to a timely and effective response to maintenance issues.
Foster tenant loyalty and drive sustainable rental growth.
Timely communication for lease renewals can be a challenge, often leading to last-minute rush or even loss of tenants.
Workflows automate the lease renewal process, sending notifications well in advance and ensuring timely and seamless communication with tenants.
Streamline inspection workflows for vacant properties, move-in, and move-out inspections to ensure that they are completed thoroughly and timely.
Regular property inspections are crucial but often overlooked due to other pressing tasks. This can lead to undetected property issues and potential loss of property value.
Workflows can schedule and track property inspections automatically, ensuring that properties are well-maintained and potential issues are caught and addressed early.
Simplify the RFQ and selection process for third-party vendors by creating a standardized workflow for both parties, that tracks the vendors' compliance on key metrics.
Managing vendors manually can be disorganized and time-consuming, leading to potential miscommunication and payment errors.
Workflows automate vendor management. They can schedule services, process payments, and track service quality, ensuring effective and efficient vendor management.
Optimize the campaign management process by creating workflows that take the team through necessary steps such as brainstorming campaigns, ideating ads, publishing them, and analyzing results.
Coordinating marketing campaigns involves managing multiple elements that often result in missed deadlines and disorganized execution.
Our Workflows feature simplifies campaign management by scheduling tasks, automating follow-ups, and ensuring all elements are aligned for launch, resulting in smooth and effective campaign execution.
Streamline the workflow to move marketing content through the approval process with a set of dedicated workflows involving marketers, content creators, approvers, legal, and compliance teams.
The process of content creation, from ideation to approval, is often lengthy and disjointed, leading to delays and inconsistent output.
With Workflows, the content creation process is streamlined, ensuring tasks are scheduled, progress is tracked, and content is reviewed and approved on time, leading to consistent, quality content output.
Cultivating relationships and maximizing conversion potential for success.
Manually nurturing leads is time-consuming and often lacks personalization, resulting in low conversion rates.
Workflows automate the lead nurturing process, ensuring timely follow-ups and personalized communication with leads, increasing conversion rates.
Use workflows to simplify the process of developing and distributing social media content by providing an automated process for content creation and review.
Regularly posting on social media is crucial for brand visibility but can be easily overlooked or inconsistently done due to other tasks.
With Workflows, social media posts can be scheduled and tracked to maintain a consistent brand presence and engagement on social media platforms.
Simplify the process of planning, executing, and wrapping up marketing events with workflows by tracking essential elements such as ticket sales, setup and teardown periods, and post-event follow-up.
Managing events involves numerous tasks that often result in disorganization and overlooked details.
Workflows automate tasks related to event management, from initial planning to post-event follow-up, ensuring successful and efficient event execution.
Establish standardized onboarding workflows that facilitate a faster time-to-implementation for new customers.
A disjointed and manual onboarding process often leaves new customers confused and dissatisfied, impacting their long-term relationship with the brand.
With Workflows, the customer onboarding process can be automated, creating a seamless, efficient experience that leaves new customers feeling valued and supported.
Create workflows for customer support tickets that facilitate prompt responses, prioritization, SLA tracking, and handoff between different teams within customer success.
Managing customer tickets can be overwhelming, leading to missed issues and delayed responses, resulting in customer dissatisfaction.
Our Workflows feature streamlines ticket management, automatically sorting and assigning tickets and tracking their resolution, ensuring prompt and effective customer support.
Create workflows for customer support tickets that facilitate prompt responses, prioritization, SLA tracking, and handoff between different teams within customer success.
Managing customer tickets can be overwhelming, leading to missed issues and delayed responses, resulting in customer dissatisfaction.
Our Workflows feature streamlines ticket management, automatically sorting and assigning tickets and tracking their resolution, ensuring prompt and effective customer support.
Strengthen customer success through personalized engagement and continuous support.
Regular customer check-ins are crucial for maintaining satisfaction but can be easily overlooked due to other pressing tasks.
Workflows can automate the scheduling and tracking of regular customer check-ins, ensuring a high level of customer engagement and satisfaction.
Streamline the process of identifying new business opportunities and moving customers through the sales cycle by implementing workflows that track progress through each step of the process.
Manually identifying and acting on upsell or cross-sell opportunities can be a missed revenue opportunity due to a lack of personalization and timeliness.
With Workflows, the process of identifying and communicating upsell and cross-sell opportunities is automated, creating personalized and timely offers that enhance revenue opportunities.
Anticipating customer behavior to retain and grow your customer base.
Identifying at-risk customers and initiating preventative measures manually can be time-consuming and often too late, leading to customer churn.
Workflows automate the process of identifying at-risk customers and initiating preventative measures, leading to a reduction in customer churn and improved customer loyalty.
Create workflows that facilitate deal prospects from the initial conversation stage until closing the deal and ensure deal accuracy and accountability.
Managing leads manually can be overwhelming, leading to missed opportunities and low conversion rates.
With Workflows, the process of managing leads from acquisition to conversion is automated, ensuring no lead falls through the cracks and improving conversion rates.
Harness data-driven insights to drive accurate sales projections and optimize business performance.
Collecting and analyzing data for sales forecasting is often a manual process, leading to inaccurate predictions and unpreparedness.
The Workflow automates the process of collecting and analyzing data for sales forecasting, leading to accurate, timely predictions, and strategic planning.
Simplify the proposal process by using workflows that standardize the production process, task allocation, and approvals.
Creating, approving, and tracking proposals and contracts manually can be time-consuming and prone to errors, impacting deal closures.
Workflows streamlines proposal and contract management, ensuring accuracy and timeliness, leading to quicker deal closures.
Streamline sales incentives for enhanced performance and transparent compensation management.
Tracking and calculating sales commissions manually can lead to inaccuracies and delays, impacting sales team motivation.
With Workflows, the process of tracking and calculating sales commissions is automated, ensuring accuracy and timeliness, and keeping the sales team motivated.
Cultivating stronger customer connections and driving sales success through effective relationship management.
Managing customer relationships manually can lead to overlooked follow-ups and missed opportunities to strengthen relationships.
Workflows automate tasks and follow-ups related to managing customer relationships, ensuring high customer satisfaction and loyalty.
Managing supply chains manually can lead to inefficiencies, missed deadlines, and a lack of transparency.
Managing leads manually can be overwhelming, leading to missed opportunities and low conversion rates.
Our Workflows feature streamlines supply chain management, automating supplier interactions, inventory tracking, and delivery schedules, leading to optimized operational efficiency.
Ensuring excellence and consistency in every aspect of product and service delivery.
Scheduling, conducting, and tracking quality checks manually can lead to overlooked issues and compromised product or service quality.
Workflows automate the quality assurance process, ensuring regular scheduling, execution, and tracking of quality checks, ensuring high product and service quality.
Standardize project management workflows, including project initiation, assigning of tasks, tracking completion, and closing.
Assigning and tracking project tasks manually can lead to delays, miscommunication, and project failure.
With Workflows, project tasks can be automatically assigned and tracked, ensuring efficient project execution and success.
Mitigating uncertainty and safeguarding success through proactive risk assessment and mitigation strategies.
Manually identifying and mitigating operational risks can lead to overlooked risks and potentially significant business impacts.
Workflows automate the process of risk identification and mitigation, ensuring timely and effective risk management.
Strengthening operational transparency and efficiency through timely and accurate incident documentation and analysis.
Manual incident reporting and resolution can lead to delays, inefficient resolution, and potential recurrence of incidents.
Our Workflows feature streamlines the incident reporting and resolution process, ensuring prompt resolution and minimizing incident recurrence.
Maximizing IT efficiency and enhancing customer satisfaction through streamlined service delivery and effective problem resolution.
Managing IT service requests manually can lead to delays, errors, and dissatisfaction among end-users.
Our Workflows feature automates the IT service management process, from ticket creation to resolution, improving response times and end-user satisfaction.
Safeguarding digital assets and bolstering cybersecurity defenses through rapid detection, effective response, and efficient recovery measures.
Responding to security incidents manually can lead to delays and potential damage to the organization's systems and reputation.
Workflows automate the process of detecting, responding to, and tracking security incidents, ensuring timely and effective incident response.
Optimizing the process of building and delivering software solutions through strategic planning, efficient development, rigorous testing, and seamless deployment.
Managing the software development process manually can lead to delays, miscommunication, and software issues.
Workflows streamline the software development process, from ideation to deployment, improving efficiency and software quality.
Create workflows that enable the tracking and management of hardware and software assets, including procurement, return, and disposal.
Tracking and managing IT assets manually can lead to inaccuracies, compliance issues, and unnecessary costs.
Workflows automate IT asset management, improving asset tracking accuracy, compliance, and cost efficiency.
Ensuring regulatory adherence and data security through thorough assessment, compliance monitoring, and audit trail analysis.
Scheduling, conducting, and reporting on IT compliance audits manually can be time-consuming and prone to errors.
With Workflows, IT compliance audits can be automated, improving audit efficiency, accuracy, and compliance.
Create workflows that track the entire accounts payable and receivable cycle, from invoice receipt to payment processing.
Manually generating, sending, and tracking invoices can be time-consuming and prone to errors, leading to delayed payments and cash flow issues.
With our Workflows feature, the invoice management process can be automated, ensuring accuracy, timeliness, and improved cash flow.
Optimizing financial planning and decision-making through strategic budget allocation and accurate predictive analysis.
Manually collecting and analyzing data for budgeting and forecasting can be time-consuming and lead to inaccuracies, impacting financial planning.
Workflows automate the data collection and analysis process for budgeting and forecasting, leading to accurate, timely financial planning.
OSimplify expense management procedures with automated workflows for expense approvals, payment processing, and expense report submission.
Manually submitting, approving, and tracking expenses can lead to errors, delays, and potential non-compliance with company policies.
With Workflows, the expense approval process is automated, ensuring compliance, accuracy, and timeliness.
Use workflows to speed up the financial reporting process, ensuring accurate data collection, validation, and sign off.
Generating financial reports manually can be time-consuming and prone to errors, impacting decision-making.
Workflows automate the financial reporting process, improving accuracy, and timeliness, and aiding informed decision-making.
Simplifying and streamlining the process of managing employee compensation, deductions, and compliance to ensure accurate and efficient payroll operations.
Managing payroll manually can lead to errors, delays, and potential non-compliance with labor laws.
Workflows streamline payroll management, ensuring accurate, timely payments, and compliance with labor laws.
Strategically identifying and choosing the right suppliers to ensure quality, reliability, and value in the procurement process.
The supplier selection process is often manual and time-consuming, leading to delays and potential mismatches between needs and offerings.
Workflows can automate the supplier selection process, comparing supplier offerings with company needs and speeding up the selection process.
Streamlining and automating the workflow for efficient and accurate purchase order creation, approval, and fulfillment in procurement operations.
Manually processing purchase orders can lead to errors and delays, impacting the supply chain.
Workflows can automate the process of generating, approving, and tracking purchase orders, ensuring a smooth, efficient procurement process.
Streamline the contract management process by creating workflows that automate the contract lifecycle, including requests for proposals, contract creation, and renewal management.
Managing contracts manually can be disorganized and lead to missed deadlines and non-compliance with terms.
Workflows automate contract management, ensuring deadlines are met and terms are complied with, minimizing legal risks.
Use workflows to optimize inventory management by automating the tracking of goods, ensuring consistent access to inventory.
Manual inventory management can lead to inaccuracies, stockouts, or overstocking, impacting business operations.
Workflows automate inventory management, maintaining accurate inventory levels and preventing stockouts or overstocking.
Assessing and measuring vendor performance to optimize supplier relationships, drive accountability, and enhance overall procurement effectiveness.
Manually evaluating vendor performance can be time-consuming and overlook important performance aspects, impacting the quality of goods or services received.
Workflows automate vendor performance evaluation, ensuring all aspects are evaluated and quality goods or services are received.
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