Detailed instructions for building workflows, forms, reports, dashboards, and configurations.

Learn how to navigate the dashboard, manage tasks, and handle requests with ease, ensuring you get the most out of our platform.

Explore a wide range of workflow templates tailored for various departments, including HR, IT, finance, and operations. These templates help streamline processes — such as requests, approvals, and task management — across your organization.

Utilize form templates for HR, finance, legal, marketing, and operations. Customize with CSS or JavaScript for enhanced functionality, such as conditional dropdowns or totaling rows, to streamline data collection and process management.

Access training options, including coaching, workshops, and fundamental courses on form and process building. Explore on-demand webinars on advanced techniques and dashboard design to enhance your experience with Workflow Automation.

Get answers to questions about form functionality, account settings, and best practices to enhance your experience with the platform.