Automation & Tasks

Automate work nobody should be doing by hand: scheduled tasks, cron-style jobs, sub-tasks and the workflow builder.

• Tasks — Run work automatically on a schedule — maintenance jobs, imports, billing runs, reports and automated reminders.
• Task Log — Every task execution and its result — reading the log, and diagnosing a task that failed or stopped running.
• Scheduling — How often a task runs, active windows and run caps, and how the engine shares itself between tenants.
• Workflow Builder — Drawing automation on a canvas: triggers, the 28 kinds of step, branching, waits, versions, simulation, who can use a workflow, and the run history.
• Sub-tasks — Checklist items against a record — who is doing what, when it is due, and where they come from.
• Journeys — Time-based, multi-step programmes over any datastore — who enters, what happens over weeks or months, and when they stop.
• Rules & Compliance Checks — Reusable rules that decide which records a control applies to, and the compliance checks that hold an approval until evidence is in place.
• Approvals — Approval steps, approval matrices for ERP documents and the Approvals Inbox: who may decide, how stages and quorum work, and delegation.
• Workflow Templates — Twelve ready-made workflows, from record approval to month-end close: how to start from one and what each template does and asks for.