Catalytic Tasks & Forms

Keep people in the loop with automated forms and tasks.

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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.

Shorten turnaround

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

Simplify management

Task assignments and form processing make both project and data management more automatic. You've found your forms automation solution.

Extend experience

Catalytic tasks and web forms can easily incorporate people outside your company’s four walls—like suppliers, partners or customers—right into your workflows.

Features

Automated forms Tasks Emails

Smart web forms

Collect and process data through smart webforms. Catalytic can use the data to begin an automatic workflow 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
Automatically approve or deny expense requests based on smart rules. Perfect for finance and accounting automation.

Tasks

Route tasks through a smart 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.
Coordinate to-do list type workflows, like for employee onboarding automation.

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 with our DPA tools.

Set up workflows with automated web tasks and forms

Browse our library of use cases, customizable workflow templates and demos to see what you can create for your team.

See use cases

Case Study

2,600 hours saved with automated web tasks and forms

Catalytic's automated forms processing saves 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