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Assign requests automatically

Requests can be assigned automatically, based on built-in hierarchies configured during process design. Dynamic assignment, including round robin, is also supported through APIs.

Reduce manual work

Automate parts of the workflow based on conditions or time. For example, while hiring, you may want to wait a week for a candidate’s reply before automatically closing a process as a no-show.

Automate post- stage actions

Automate the actions that need to be done after a particular stage is completed. Send personalized email notifications, update process fields, and push and pull data from other apps you use, with webhooks and custom functions. You can also set up these actions to be executed immediately after a stage is completed, or schedule them for later.

Influence process behavior

Business rules allow you to define rules that are applied across multiple orchestrations. Say you're working on a travel request, and you want to be notified if the dates suddenly change—or every time a high priority expense request is submitted, you want it automatically assigned to the Finance team manager. Business rules allow you to set conditions that apply to all requests, or just specific ones, to influence the behavior of your processes, and ensure compliance.

Keep everyone informed

Send relevant notifications by configuring context-based emails and saving them as templates for future use.

Get periodic updates

Receive regular updates and reports with schedules. You can configure them to send you updates daily, weekly, or monthly, depending on your particular needs.

Automatic document generation

Be it a purchase order, customer invoice, or offer letter, create documents or PDFs in a matter of seconds, and share them with others.