SOP and recurring business workflow designer
Build and version your standard procedures and recurring workflows from approved actions.
At a glance
Who uses itOwner and operations lead
AreaBusiness management · Managing
PriceIncluded in your membership
What goes in
- Approved procedure steps
- Roles and conditions
- Evidence requirements
- Recurring schedule
Steps
- Step 1Compose from approved actions
- Step 2Validate cycles and permissions
- Step 3Dry-run on synthetic data
- Step 4Version and publish
- Step 5Observe failures and update safely
Results
- Versioned SOP
- Recurring task workflows
- Execution history
Where it stops
Constrained deterministic workflow authoring, not arbitrary scripts supplied by untrusted users.
Builds on
- Requests, reminders and follow-throughSend requests and reminders, and see who still owes what.
- DDD Date ManagerSee the dates that matter, where each one comes from, and what counts as done.
- Official forms to workflowsFill official forms from records you already hold, collect the right signature, and keep the receipt.
See it with your own recordsA 30 minute call about your office and the work it follows up on.
Request a walkthrough