Automate Every Document-Centric Process
From invoice approvals to contract reviews, most business processes revolve around documents moving between people. Our Workflow Automation platform replaces manual handoffs, email chains, and paper sign-offs with structured, trackable digital workflows that run automatically.
Design workflows visually, set rules and conditions, and let the system handle routing, notifications, and escalations — while you focus on decisions that matter.
Workflow Design & Capabilities
Drag-and-Drop Builder
Design complex workflows visually with an intuitive drag-and-drop interface. No coding required — business users can create and modify workflows independently.
Smart Notifications
Automatic email, SMS, and in-app notifications keep stakeholders informed. Configurable escalation rules ensure nothing falls through the cracks.
Digital Signatures
Legally binding electronic signatures and e-approval stamps. Capture sign-off with timestamps, IP addresses, and signer identity verification.
Conditional Routing
Route documents automatically based on type, value, department, or any metadata field. Support for parallel and sequential approval chains.
Approval Chain Types
Our workflow engine supports the full spectrum of approval patterns your business requires:
- Sequential approvals — documents move through a defined chain of approvers in order
- Parallel approvals — multiple reviewers evaluate simultaneously, with configurable consensus rules
- Conditional branching — different approval paths based on document attributes (amount, type, urgency)
- Delegation and proxy — automatic re-routing when approvers are unavailable
- Multi-level escalation — time-based escalation to managers when deadlines are missed
Complete Audit Trail
Every action on every document is recorded with an immutable audit log. Our audit trail captures:
- Who viewed, edited, approved, or rejected each document — with timestamps
- All comments, annotations, and revision notes
- Workflow state transitions and routing decisions
- Digital signature records with signer identity verification
- Exportable audit reports for regulatory compliance and internal reviews
Integrations
Workflow Automation connects with the tools your teams already rely on:
- Email — Microsoft Outlook, Gmail, Exchange for notifications and approvals via email
- Collaboration — Slack, Microsoft Teams for real-time workflow alerts
- ERP — SAP, Oracle, Microsoft Dynamics for financial document workflows
- HR systems — for employee onboarding, leave requests, and policy acknowledgments
- Custom APIs — webhook-based integration with any third-party system
Pre-Built Workflow Templates
Get started quickly with ready-to-use templates for common business processes:
Invoice Approval
Automated three-way matching, multi-level approval based on amount thresholds, and direct ERP posting upon final sign-off.
Leave Requests
Employee self-service submission with manager approval, HR notification, and automatic calendar integration.
Vendor Onboarding
Document collection, compliance verification, approval routing, and vendor master data creation in your ERP system.
Contract Management
Draft review, legal approval, counter-party negotiation tracking, digital signature, and archival with expiry alerts.