Workflow Automation

Quickly and easily automate your workflows from end-to-end on an all-in-one automation platform. Just drag-and-drop. No coding needed.

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Automate your workflows to eliminate tedious manual processes

Build workflow automation solutions including scheduled tasks, approvals, reminders, and more. Create parallel workflows and automatically assign different workflows to multiple users.

Build-in decision logic to facilitate your workflows

Create pre-determined logic using Checkbox's powerful decision engine to facilitate your workflows. This includes calculations, decision-tree logic, digital spreadsheets, if-then logic, and more.

Discover workflow automation with a single, 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

Information Intake

Capture the information you need from systems, csv files, or from users via smart forms

Approvals

Approve or reject responses digitally with comments and centralised tracking

Flexible Deployment

Multiple deployment options to facilitate both external & internal usage

Integrations

Work seamlessly across Checkbox and your other tools

See how Checkbox can transform your team

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Minimise Errors

Improve accuracy, standardisation, and compliance within your workflows

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Take Control of Data

Access data not captured in manual methods of working such as email

Hear what customers have to say

Peter C.

Client solutions director,
Law practice

“We use [Checkbox] to manage workflow steps in some processes and to generate documents. We have found it easy to develop prototypes very quickly which helps keep the pace of innovation up in the firm. When people see their ideas come to life so quickly they get inspired. “

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Andrew S.

Government administration, Product manager deputy director

“We needed a development platform to build applications to automate our business processes. Often, such business processes are very customised, and require changes regularly. The platform allows for “developers” who had no coding experience to learn and build workflow applications for our business”

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Richard C.

Deputy group general counsel, Consumer goods company

“We have automated a number of manual or error prone tasks quickly using Checkbox and in situations where larger, less flexible incumbent systems have not been able to do so. Checkbox provides a platform on which you can create your own automation solutions, so it lets you build whatever you want.”

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Checkbox is trusted globally by the best

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Hall & Wilcox
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Access templates for workflow automation apps

Create solutions even faster on Checkbox by using templates instead of building from scratch

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

Get Template

Performance Review

Facilitate and align the self-assessment and manager assessment of performance reviews, including the generation and circulation of related documents

Get Template

Expense Approval

Triage expense claims to the accounts team through self-service tools and facilitate the necessary approval workflows across different stakeholders

Get Template

Get In Touch

Contact our team to learn more about Checkbox, or to request a free personalised demo.