Workflow automations are essential to provide uninterrupted service — now more than ever. Get started with free access.

Free access to Catalytic and Business Continuity Plan workflow

Rapidly respond to emergent situations to minimize risks, inform employees, and enable uninterrupted customer services.

Workflows for times of disruption

See real examples of how businesses use Catalytic to be digitally agile — from business continuity, to labor pool management and supply chain reporting.

Leverage supply chain workflow automation

Discover and build upon a workflow that gives you real time visibility into your suppliers when you need it most.


Catalytic Tasks & Forms

Keep people in the loop with smart tasks and forms.

See it in action

Get more people power where you need it

With smart web forms and task assignments, seamlessly loop in people where needed, while your automated workflow continues to run.

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Shorten turnaround

Execute instant handoffs and quicker communications for faster process cycles and deliverables.

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Simplify management

Task assignments and form collection make both project management and data management more automatic.

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Extend experience

Catalytic Tasks & Forms can easily incorporate people outside your company’s four walls into your workflows, like suppliers, partners or customers.

Features

Smart web forms Tasks Emails
web-form

Smart web forms

Collect data through smart webforms. Catalytic can use the data to begin an automatic process once someone hits “submit.”

Examples:

  • Create an application, inquiry intake form, or survey to automatically route submissions or take action on feedback or requests
  • Collect up-to-date information or collect materials from customers, suppliers or other third parties to keep records current or start a process
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Tasks

Route tasks through a workflow by adding assignments throughout a process. Once one step is completed, it triggers the next.

Examples:

  • Set up rules-based case assignments to employees based on specialties, schedule or workload capacity
  • Create an end-to-end process to push tasks through a multiple-stage pipeline, from assignments and editing to review and delivery.
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Automatic emails

Send webforms, notifications, responses and deliverables with automatic emails.

Examples:

  • Keep customers and suppliers updated on a process with status notifications or approval notices
  • Distribute reports or other files as attachments
  • Automatically follow up to ensure work is completed on time

See how it works

Learn how you can set up a smart workflow using tasks and forms in Catalytic.

Learn more
Case Study

2,600 hours saved

Catalytic's tasks and forms save Mayo Clinic 2,600 hours annually on a single process by automatically routing the HR department's process of managing employee's health center memberships.

Read the customer story

Add the systems you already use into one smart workflow.

Gain new efficiencies by integrating and automating any of the apps you currently use with Catalytic.
See all integrations
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Take the first step to smarter workflows

Let us show you how easy it is to improve your processes with Catalytic.

smart-workflows
Experience how the Catalytic platform can be configured for you.

How you can use Tasks & Forms in Catalytic

Machine learning & AI

See how you can add machine learning predictions to tasks with Catalytic Predict.

Solutions Showcase

See examples of workflows and use cases that have been built in Catalytic.

Assess a use case

Have a workflow in mind? Our instant Business Impact Assessment tool will intelligently evaluate the benefits of using Catalytic for that process.