Workflow Automation
Simple visual boards that automate your business processes — set up in minutes, no programming required.
Workflow Automation gives your team visual Kanban boards that do more than just track work — they trigger emails, notifications, and system updates automatically as items move through your process. Define your own fields and stages, collaborate in near real-time, and keep sensitive credentials secure with built-in secrets management.
Why Workflow Automation?
Visual Simplicity
No complex diagrams — just intuitive Kanban boards that everyone on your team understands from day one.
Automated Actions
Trigger emails, notifications, and updates automatically as work moves through each stage of your process.
Flexible Configuration
Define your own fields, stages, and automation rules to match exactly how your business operates.
Powerful Features
Kanban Boards
Visual workflow management that everyone understands — drag and drop items through your custom stages.
Custom Fields
Define exactly the data you need to track on each item — text, dates, dropdowns, and more.
Workflow Rules
Automate emails, notifications, and data updates using simple rules — no programming required.
Team Collaboration
Multi-user access with role-based permissions so everyone sees what they need and nothing they shouldn't.
Integration Ready
Connect to your existing systems via API — push and pull data from the tools your business already uses.
Secrets Management
Securely store API keys and credentials for use in automation rules — encrypted and access-controlled.
Use Cases
Job Applications
Track candidates from application to offer — with automated acknowledgements and interview scheduling.
Sales Pipeline
Manage leads through your sales process with automatic follow-up reminders and CRM updates.
Project Management
Move tasks through planning, development, and delivery with team notifications at each handoff.
Customer Support
Handle tickets from submission to resolution — automatically routing and escalating as needed.
Content Production
Manage content from ideation to publication with approval workflows and deadline notifications.
Procurement
Track purchase requests through approval and fulfilment with automated status updates to requesters.
Ready to Automate Your Workflows?
Get started in minutes — or talk to us about how Workflow Automation can fit your business.