People keep the decisions. The software handles the assigning, requesting, reminding and recording.
Your rules, written down once
We write your rules in plain language first, then build them in: assign this kind of work to that role, request these documents, remind after two days, escalate after four.
- Assignments by type, location or load
- Requests for missing items
- Reminders and escalations
- Approvals before work moves on
Overdue work rises to the top
Every item has an owner and a due time. Anything late moves to the top of that owner's list and appears in the manager's view.
- 1 Trigger
- 2 Check conditions
- 3 Assign owner
- 4 Remind if waiting
- 5 Close and report
Connected to your tools
Automation can create tasks, send emails, update records and post to the tools you already use, where they allow it.
TodayWith workflow automation
✕Work waits for a reminder
✓Next step assigned automatically
✕Rules in people's heads
✓Rules written and built in
✕Late work found by complaints
✓Overdue work flagged
The system handles
- Routing work to the right person
- Chasing missing information
- Updating everyone who needs to know
Your people decide
- Deciding how to handle exceptions
- Approvals
- Talking to customers
