Workflows

Build it once. Ship it.

Turn how you do a job into a flow you can publish, reuse and hand to anyone.

Visual
Drag steps, no code
Publishable
Give clients a flow to walk through
Repeatable
Same process, every job
1 2 3 4
  • 1
    Build the flow
    Drag steps into order. Forms, approvals, waits and handoffs.
  • 2
    Assign the owner
    Each step names who does it, so nothing sits unclaimed.
  • 3
    Publish to clients
    Publish it as a link a client can walk through themselves.
  • 4
    Version it
    Edit the flow and every job already running it updates.

Your process, written down once

Steps, owners, forms and approvals in order. New starters follow it without asking.

Clients can walk it too

Publish a flow and send the link. Onboarding, intake, applications, all self-serve.

Change it once, everywhere

Update the flow and every job running it picks up the new version.

Our onboarding lived in one person's head. Now it is a flow and she took a holiday.

Sample customer, agency founder, Auckland

Get your process out of your head