Automated Workflows

Set it and forget it

Create customized workflows and automatic triggers to reduce repetitive tasks in your day to day operation. From instant notifications to manager approvals, automated workflows allow you to save time and energy by instantly pushing paperwork and reminders along the predetermined path.


Set instant notifications to announce new assignments, reminders of upcoming deadlines, and instill urgency for past due tasks. Managers can stay in the know with updates sent right to their device

Multi User Forms

Digitize any form or checklist in your daily operation with triggers for a manager’s review, approval or escalation.

Fillable forms and checklists

Assign digital forms and checklists for instant completion on their computer or mobile device. Eliminate illegible handwriting, missed questions, and lost papers.

New Hire paperwork automatically assigned to new staff

Flow maintenance requests forms directly to maintenance manager for action

Assign new board members confidentiality form

Digitize new member onboarding

Approve category change request

Process member feedback