Create custom automated workflows to eliminate tedious manual processes. Harness dynamic user journeys such as the automatic assignment of different workflows to different users based on on predetermined logic.
For example, you can create approval workflows which enable reviewers to view a user’s submission and decide whether to approve, reject or send it back for more information. Checkbox’s email approval feature now facilitates this with a click of a button in-email.
Minimise Errors
Improve accuracy, standardisation, and compliance within your workflows
Streamline Processes
Automate inefficient processes that use clunky legacy systems
Take Control of Data
Access data not captured in manual methods of working such as email
Discover Workflow Automation with a Powerful No-Code Platform
Workflow Engine
Automate end-to-end workflows like approvals, bulk processes, & scheduled tasks
Dashboard & Analytics
Track progress, and gain instant insights into customers, services & processes
Calculation Engine
Design complex rules and logic, including calculations and weighted scores
Parallel Workflows
Facilitate multi-party, concurrent processes to maximise efficiency at scale
Access App Templates
Document Execution Approval
Guide users through reviews and facilitate a digital approval process around the signing and execution of agreements depending on factors like contract value and transaction type
Performance Review
Facilitate and align the self-assessment and manager assessment of performance reviews, including the generation and circulation of related documents
Expense Approval
Triage expense claims to the accounts team through self-service tools and facilitate the necessary approval workflows across different stakeholders
