Workflow Automation

Admin guides

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

End user guides

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

Workflow templates

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.

Form templates

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.

Training

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.

FAQs

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