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Workflow

Workflows

Streamline your processes

Tasks

Reduce risk of non-compliance and minimize inefficient back and forth emails across departments with repeatable tasks. 

  • Team members can complete tasks directly from their email or using our Gmail add-on
  • Collaborate with your teammates with comments and @mentions directly in tasks

Automated workflows

Build workflows with triggered emails that eliminate manual checklists, data duplication and things being missed or slipping through the cracks.