Streamline Team Workflows: AI-Powered Business Process Automation Platform for Teams—Start Your Free Trial
Unify work, orchestrate approvals, and automate repetitive tasks with AI that understands documents, context, and intent. Build secure, scalable workflows in minutes, integrate your tools, and continuously optimize with actionable analytics. Start your free trial today to accelerate delivery, reduce errors, and empower every team to focus on high-impact outcomes.
About Our Automation Platform
We build AI-powered workflow software that helps teams move faster with confidence. Our mission is to eliminate repetitive work, clarify responsibilities, and deliver measurable outcomes. With secure architecture, enterprise integrations, and an approachable builder, we empower organizations to scale automation responsibly and sustainably.
How the Platform Works
Design workflows with a visual builder, power them with AI, and run them across your existing tools without switching contexts. Track every run, resolve bottlenecks fast, and iterate safely using versioning, guardrails, and measurable improvements informed by real-time analytics across teams.
Key Features for Teams
Empower cross-functional collaboration with forms, approvals, role-based access, and native integrations. Align tasks, templates, and automations to business outcomes using shared libraries, standardized metrics, and governed changes that keep compliance intact while enabling teams to move confidently and deliver value faster.
Forms, Approvals, and Dynamic Routing
Build adaptive forms that show fields based on previous answers, attach files, and validate inputs. Route requests to the right approver using rules, availability, and workload. Parallelize steps safely, enforce SLAs, and capture audit-ready trails, ensuring transparency without sacrificing speed or flexibility for business stakeholders.
Task Automations and Templates
Automate repetitive actions like ticket creation, record updates, and stakeholder notifications. Start fast with curated templates for HR, IT, Finance, Legal, and Sales. Customize safely, document automatically, and standardize best practices so new teams replicate winning processes without rework or extended training cycles.
Guardrails and Policy Controls
Set global policies for retention, naming, and approval thresholds. Use AI guardrails to enforce tone, completeness, and data masking. Apply conditional access for sensitive steps, require dual approvals for high-risk actions, and instantly propagate policy updates across all workflows without manual intervention or downtime.
AI Capabilities
Leverage domain-tuned AI for language understanding, document extraction, and predictive insights. Combine models with deterministic rules to keep outcomes reliable. Plug in proprietary knowledge, evaluate results with test suites, and enable human review where needed to maintain quality, compliance, and trust at scale.
Document Understanding and Extraction
Parse purchase orders, resumes, invoices, and contracts with high accuracy, even across varied layouts. Extract key fields, validate against business rules, flag anomalies, and map outputs into your CRM or ERP automatically. Human verification steps are easy to add, ensuring correctness for sensitive or high-value processes.
Natural Language Commands
Let users trigger workflows by typing natural language in Slack, Microsoft Teams, or the web app. AI converts intent into structured inputs, requests clarifications, and confirms critical details. This reduces training needs, speeds adoption, and eliminates errors caused by jumping across apps or manual data entry.
Predictive Insights and Recommendations
Forecast workload spikes, identify risky handoffs, and recommend automation candidates based on observed patterns. Compare paths to see which steps drive delays, then apply AI suggestions to streamline routing or consolidate approvals. Built-in evaluation helps measure accuracy and impact before and after changes are deployed.
Implementation and Workflow Design
Launch quickly with discovery workshops, architecture planning, and hands-on build sessions. We map processes, configure integrations, establish governance, and create high-impact templates. Expect measurable wins in weeks, not months, with documentation, training, and a backlog of prioritized opportunities for your internal champions.
,500 one-time
Custom AI Model Tuning
Improve accuracy for domain-specific documents and language by tuning prompts, evaluating outputs, and adding retrieval over your knowledge sources. We build test suites, guardrails, and human review steps, ensuring reliable outcomes that comply with policy while materially reducing manual effort and rework across teams.
,500 one-time
Enterprise Training and Change Management
Drive sustainable adoption with role-based training, enablement materials, and executive alignment. We coach citizen developers, set KPIs, and design incentive structures. Communication plans, champions networks, and governance reviews help scale automation responsibly while maintaining consistency, compliance, and visible business impact across departments.
,500 one-time
Integrations
Connect your existing stack in minutes with prebuilt connectors and a flexible API. Trigger actions in Slack, Teams, Jira, Salesforce, HubSpot, ServiceNow, Google Workspace, and more. Keep data synced bi-directionally, respect permissions, and avoid duplicative work across tools that your teams already rely on daily.
Chat and Collaboration
Run workflows directly inside Slack and Microsoft Teams with message actions, modal forms, and interactive approvals. Notify stakeholders contextually, escalate when SLAs are at risk, and log outcomes back to the originating channel. Users stay focused in their preferred tool while automation quietly handles the busywork.
IT and Development Systems
Create and update Jira issues, sync ServiceNow tickets, and manage GitHub pull requests within structured workflows. Enforce change controls, auto-assign reviewers, and capture deployment evidence. Integrations respect existing permissions and map fields precisely, reducing swivel-chair operations and minimizing human error during handoffs.
Business Apps and Data
Sync with Salesforce, HubSpot, Zendesk, Google Drive, Sheets, and SharePoint. Update records, fetch attachments, and reconcile statuses automatically. Use webhooks and our REST API for custom systems, ensuring every workflow step has the data it needs without manual exports or one-off spreadsheets floating around.
Security and Compliance
Safeguard sensitive information with enterprise-grade encryption, granular access controls, rigorous auditing, and policy enforcement. Choose data residency options, integrate SSO, and align with SOC 2, GDPR, and HIPAA workflows. Built-in privacy controls and redaction ensure AI never sees what it should not.
Enterprise-Grade Protection
All data in transit and at rest is encrypted with strong keys. Employ SSO, SCIM provisioning, enforced MFA, and device checks. We log every action, provide immutable audit trails, and support customer-managed keys. Regular penetration tests and vendor reviews help maintain a resilient security posture.
Governance and Data Residency
Select regional data hosting to meet regulatory obligations. Configure retention policies per workflow, redact sensitive fields, and restrict AI access to approved datasets. Granular controls ensure administrators can align platform behavior with legal, compliance, and risk frameworks without compromising usability for everyday teams.
Access Controls and Approvals
Define roles, step-level permissions, and conditional access for sensitive tasks. Require multi-person approvals, time-bound access, and just-in-time elevation. All changes are logged and exportable for audits. Automated policy checks ensure workflows comply before publication, reducing surprises during compliance reviews or security assessments.
Sales and Marketing
Launch lead routing, deal desk approvals, content reviews, and campaign requests with proven patterns. Enrich leads, validate territories, and push updates to your CRM automatically. Built-in SLAs keep revenue work moving, while AI surfaces risks like missing information or unusual discount structures requiring finance oversight.
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HR and People Operations
Automate onboarding, offboarding, and policy acknowledgments. Generate offer letters, collect equipment needs, and coordinate access provisioning with IT. AI extracts candidate data from resumes and flags inconsistencies. Every step is documented, ensuring compliance and a consistent experience for new hires and managers alike.
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Finance and Procurement
Streamline invoice intake, vendor onboarding, and purchase approvals. Extract line items, validate totals, and match to POs automatically. Route exceptions to the right reviewers with complete context. Dashboards highlight spend trends, cycle times, and potential fraud signals, enabling faster, more confident decisions across the finance function.
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Unified Inbox and Notifications
Triage approvals, tasks, and mentions in one place, with priority indicators and due dates. Snooze, reassign, or escalate without leaving the workflow. Smart summaries provide the essential context instantly, reducing back-and-forth questions and ensuring the right people act at the right time with confidence.
Approvals Anywhere
Approve from email, Slack, Teams, or mobile. Rich previews display key fields, attachments, and policy checks so decisions are quick and informed. Fail-safe options request more information, route alternates when approvers are unavailable, and log every outcome for transparent accountability during audits or retrospectives.
Comments, Mentions, and Threads
Discuss steps in context with mentions and threaded conversations tied to specific fields. Resolve questions quickly, link related records, and keep institutional knowledge discoverable. Comments follow the workflow, eliminating scattered chats and ensuring future reviewers understand previous decisions, constraints, and rationale behind exceptions.
Analytics and Reporting
Measure what matters with dashboards that surface cycle times, throughput, SLA adherence, and rework. Compare versions, correlate delays with specific steps, and export data to your warehouse. AI highlights anomalies, recommends improvements, and quantifies impact so you invest where automation returns the greatest value.
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Track workload by team, bottlenecks by step, and risks by SLA exposure. Drill into runs to see precise timestamps and dependencies. Compare weekdays, seasons, or regions to detect hidden patterns. Custom widgets let leaders monitor goals and share insights broadly without requiring analysts to assemble weekly reports.
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Discover how work actually flows versus how it was designed. Identify detours, rework loops, and unnecessary approvals using event logs. Quantify the impact of changes and simulate alternative paths. AI surfaces automation candidates with estimated savings, helping prioritize initiatives with the highest return and lowest implementation complexity.
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Generate polished, narrative reports summarizing progress, cost savings, risk reduction, and employee experience improvements. Align metrics to strategic objectives and control charts. Schedule delivery to stakeholders and export to slides or BI tools, ensuring consistent, credible updates without manual spreadsheet wrangling each month.
Onboarding and Support
Get value quickly with guided setup, migration assistance, and expert coaching. Our team partners with you on architecture, security reviews, and governance. Ongoing support and training ensure your organization scales automation responsibly while continuously realizing measurable, compounding operational benefits.
Customer Success Stories
See how organizations reduce cycle times, improve compliance, and delight employees by automating everyday work. Real results demonstrate faster approvals, fewer errors, and clearer accountability. Learn which tactics scaled best and how incremental improvements compounded into transformative, measurable operational outcomes across departments.
Learn MoreScalability and Performance
Operate confidently at enterprise scale with high availability, elastic processing, and robust queuing. Run thousands of concurrent workflow steps, ensure durable retries, and keep response times predictable. Architecture choices prioritize resilience, observability, and predictable costs, even as automation volume grows rapidly.
High Availability Architecture
Redundant services, multi-zone deployment, and automated failover protect critical workflows. Health checks and circuit breakers isolate faults, while durable queues ensure steps resume safely after transient issues. Observability tools provide deep insights into latency, throughput, and error rates, supporting swift, targeted remediation.
Performance at Scale
Horizontal scaling and workload-aware scheduling keep steps responsive during spikes. Batch operations reduce API overhead, while caching accelerates frequent lookups. We profile performance continuously and provide guidance on designing efficient workflows, ensuring your teams maintain reliable SLAs during peak seasons or major launches.
Multi-Workspace Management
Segment departments with separate workspaces, policies, and data boundaries. Share vetted templates centrally while preserving local autonomy. Cross-workspace analytics highlight duplication and reveal opportunities to consolidate. Administrators gain consistent levers for governance without blocking the speed teams need to deliver meaningful results.