For processes across all roles and teams

Maximize your team’s productivity, get a real time view into operations and data, and improve customer experiences.

Get started with common processes

Start where other customers have created strategic workflows to better their operations or build new revenue streams.

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Onboarding and SOPs

Collect data, create documents, assign resources with forms, and update systems with integrations. Example workflows include: onboarding customers, new employees or suppliers, and running audits.

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Create reports and deliverables

Gather data from multiple sources, cleanse and pivot, identify issues, and create presentation-ready output. Example workflows include creating: customer presentations, financial statements, and forecasts and reporting.

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Process forms and requests

Route inquiries, extract information, update systems of records, and alert stakeholders. Example workflows include processing of: customer requests for proposals, employee leave requests, payment data or master vendor data.

Our customers digitize processes fast and without friction.