Automation
Automate routine work without writing code
Automation lets your team set up rules that react to events in any module and act on them. A rule watches for a trigger, checks conditions and then updates a record or sends a notification. Larger workflows add approval steps, and every run is logged so you can test, retry or roll back.
Demo videos
Walk through the module screen by screen.
What it does
Built for Operations managers and process owners
- Triggers and conditions
Start a rule from a module event, on a schedule or by hand, and add conditions.
- Approval flows
Design flows on a canvas with approval tasks that people decide.
- Test before going live
Dry-run a rule to see what it would do before you activate it.
- Run history
See every run, retry failures and roll back to an earlier version.
Works well with
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.