Create workflows that transform teams, tasks, and tools

From first request to final approval, Nutrient Process Builder brings order to chaos with an intuitive UI, built-in compliance, and real-time visibility.

What can you automate with Process Builder?

Approvals

Route invoices, purchase requests, and CapEx sign-offs through clear, auditable workflows.

Review flows

Standardize routing for contracts, claims, and submissions — with built-in version control and deadlines.

Exception handling

Build branching logic, parallel flows, and SLA-based escalations — with full control over conditions and timing.

System integrations

Trigger actions in SharePoint, SAP, Salesforce, and more — without writing a single line of code.


NEIL WEITZ
DIRECTOR OF IT
“Nutrient allows us to move a few thousand feet above the day-to-day. The system automates daily so we can focus on improving service management.”
GLAXO SMITH KLINE

See how it works

Nutrient Process Builder

KEY FEATURES

Tools for taming complex processes

Nutrient Process Builder brings every step of your workflow into one easy-to-use space.

Process Builder workflow interface
Visual workflow builder

Build and update processes with an intuitive drag-and-drop designer.


Built-in document actions

Create, edit, sign, and route documents without leaving your workflow.


Testing and version control

Preview task flows, test dependencies, and roll back changes safely.


Business rules and logic

Create multitiered approvals with conditions, exceptions, and escalations.


Mobile access

Receive push alerts and approve requests from anywhere.


Open API integration

Connect to any system using REST-based workflows and triggers.

FREE TEMPLATES

Start quickly with proven templates and expert support


PROVEN AT SCALE

Real teams. Real results. Real impact.


Replaced paper‑and‑email processes with Nutrient Workflow to automate multilevel asset acquisitions across six Latin American offices — handling 236 requests to date.


Automated 20+ HR, compliance, and vendor processes — eliminating manual routing and paper logs. Improved visibility, shortened turnaround times, and reduced administrative overhead across the credit union.


Automated academic workflows with Nutrient Workflow, eliminating paper-based processes and reducing approval cycles from weeks to days for faculty and administrators.


AI DATA EXTRACTIONLearn the future of process building with AI

We’re excited to introduce AI Data Extraction, a new capability in Nutrient Workflow that automates the extraction of critical data from PDFs and other documents.

INTEGRATIONS AND DEPLOYMENT

Works with your stack. Deploys your way.

Built to connect, built to scale — without brittle integrations or vendor lock-in.

Native integrations
SharePoint and Exchange
SAP, SQL Server, Deltek
Salesforce, HubSpot
Email, SFTP, monitored inboxes
Power Automate, Zapier, AWS Lambda
Flexible deployment models
Cloud
Private cloud
Self-managed/on-premises
Hybrid deployments

Why Nutrient Process Builder

Handle complexity with confidence

Build workflows that support SLAs, exceptions, and parallel approvals.

Work with documents, not around them

Edit, sign, and route files directly in the flow — no switching tabs.

Prove compliance automatically

Log every decision, action, and version — ready for audits at any time.

Adapt as your business grows

Customize, scale, and version processes with total control.

FREE TRIALBuild, automate, and launch — no credit card required

Frequently asked questions

What is drag-and-drop process automation?

Drag-and-drop process automation is a visual approach to designing and automating workflows without writing code.

Using tools like Nutrient’s Process Builder, teams can:

  • Visually model workflows by dragging steps (tasks, approvals, branches) into place
  • Add business logic, deadlines, and routing rules with point-and-click controls
  • Test and deploy workflows without relying on developers

This method accelerates automation for common business workflows like approvals, compliance routing, and employee onboarding — while ensuring flexibility for complex, document-heavy processes.

Can non-technical team members use Nutrient’s drag-and-drop process builder?

Yes. Nutrient’s Process Builder is built for business users, process owners, and citizen developers.

No coding experience is needed to:

  • Design and deploy approval workflows
  • Connect form data to decision branches and next steps
  • Configure routing based on roles, conditions, or deadlines
  • Monitor and adjust processes in real time

This empowers non-technical teams to automate their own processes, reduce IT backlog, and respond more quickly to change.

What types of tasks can be automated with Process Builder?

Nutrient’s Process Builder automates a wide range of tasks across departments. Common use cases include:

  • Approval workflows — Single approver, group, or parallel approvals
  • Task routing — Assign based on rules, roles, or form data
  • Notifications — Send email or in-app alerts at each workflow step
  • Document actions — Automatically generate, review, sign, or archive documents
  • Exception handling — Define alternate paths for escalations or rejections
  • SLA enforcement — Track and alert when tasks miss deadlines
  • External system integrations — Connect with CRMs, ERPs, or HRIS platforms

These features enable powerful end-to-end process automation — all through a visual, drag-and-drop interface.

How does Nutrient’s Process Builder help streamline business workflows?

Process Builder centralizes and simplifies workflow creation by providing:

  • A visual designer for faster, code-free automation
  • Prebuilt templates to get started with common use cases
  • Built-in testing and validation before going live
  • Version control and audit logs to track every change

It eliminates siloed workflows and manual handoffs by enabling cross-functional automation — from request to resolution — in one environment.

What makes Nutrient’s Process Builder different from other workflow tools?

Unlike many automation tools that require scripting or IT involvement, Nutrient stands out with:

  • True low-code/no-code design for business users
  • Document-native automation — preview, sign, attach, and route files within the workflow
  • Parallel branches and conditional logic for real-world process complexity
  • Audit readiness — automatic tracking of every step, action, and decision
  • Secure deployment options — cloud, hybrid, or on-premises

It’s not just a visual tool — it’s a purpose-built engine for managing mission-critical, document-centric workflows.

What departments can benefit from using Process Builder?

Any team managing approvals, forms, or multistep processes can benefit. Popular use cases include:

  • HR — Onboarding, PTO requests, policy acknowledgment
  • Finance — Expense approvals, budget tracking, invoice routing
  • Legal — Contract reviews, document approvals, compliance checklists
  • Operations — Equipment requests, facility maintenance, SOP enforcement
  • IT — Access requests, service ticket workflows, asset provisioning

Process Builder adapts to the way each department works — reducing friction, boosting accountability, and eliminating delays.

Does Nutrient offer templates for common workflow scenarios?

Yes. Nutrient provides a growing library of workflow templates for:

  • Purchase approvals
  • Expense reimbursements
  • Employee onboarding
  • Travel request workflows
  • Document sign-off and routing
  • Compliance review paths

Templates can be customized using the drag-and-drop interface, empowering teams to go from idea to deployment in minutes.

How do I test or preview a workflow before deploying it?

Nutrient’s Process Builder includes a test mode that lets users simulate workflow execution before going live.

You can:

  • Preview how data flows through each step
  • Trigger test tasks and approvals
  • Catch logic errors or missing assignments
  • Validate form inputs, rules, and deadlines

This helps reduce costly mistakes and ensures a smooth rollout to end users.

Can I integrate Process Builder workflows with other systems?

Yes. Nutrient supports API integration and out-of-the-box connectors to third-party systems.

You can:

  • Sync with SharePoint, Salesforce, Power Automate, and other tools
  • Trigger workflows based on actions in CRMs, ERPs, or HR systems
  • Send data to external databases or reporting tools
  • Include webhook calls within any workflow step

These integrations ensure Process Builder fits seamlessly into your broader business ecosystem.

Is Process Builder secure and compliant?

Absolutely. Nutrient was built with enterprise-grade security and compliance in mind.

Features include:

  • Role-based access control (RBAC)
  • Full audit trails of every step and user action
  • Encrypted document handling
  • Deployment options for on-premises or private cloud environments

This makes Process Builder ideal for regulated industries like healthcare, finance, and legal — industries where compliance isn’t optional.

How does Process Builder scale with my organization?

Nutrient’s Process Builder supports scaling in both complexity and usage.

  • Automate hundreds of workflows across departments
  • Support thousands of users and high-volume requests
  • Use branching, looping, and conditional logic for real-world edge cases
  • Monitor KPIs and adjust in real time as processes evolve

It’s designed to handle both quick wins and mission-critical workflows — growing with your needs.