Operations and automation built around your process.

Workflows, forms, inventory, and suppliers in the same workspace.

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What can you do with operations & automation?

Workflows with stages
Rules decide when work moves.
Timed actions
Retries and a run history you can read.
Forms that start work
Each submission creates a record.
Safe imports
Every run logged, and recoverable.

Can the system bend to how you work?

Workflows follow your rules, forms create records, and the data model takes your fields.

Can the system match how your team actually works?

Yes. Workflows run across modules, automating assignments, updates, and notifications.

Conditions on every stepWork moves when the rules say so.
Timed actionsFollow-ups happen on their own.
A readable run historyWhat fired, when, and why.

How does outside information become work?

Forms on your site create records and start a workflow. An inquiry becomes a lead, and a request becomes a ticket.

What if the data model does not fit your business?

Add custom fields to any module, build your own collections, and let calculated fields do the math.

What if an import goes wrong?

Every import is checked before it lands and logged, and you can recover from a bad one.

Inside operations & automation.

Workflows

Stages, conditions, and timed actions that match how you really work.

Forms

Public or internal forms that create records and start a workflow.

Inventory

Stock levels, reorder points, and movements.

Vendors

Suppliers with payment terms, certifications, and purchase history.

Imports & exports

Bulk import with checks and a way back from a bad file. Export anytime.

Custom fields

Add your own fields to any module, no developer needed.

Calculated & rollup fields

Fields that do the math your spreadsheet used to.

Webhooks & API

Webhooks and API access for your own connections, on Business.

Across the workspace

Requests become scheduled work.

A ticket has its own stages and an SLA clock that pauses while you wait on the requester. Promote it to a task and it resolves when the work is done.

What this removes

Retyping a client conversation into a second tool, and the gap between what support promised and what delivery scheduled.

See how records connect

What operations & automation connects to.

One workspace, so the records here are the records everything else reads.

See every feature

Pairs with

Project managementRun one project or two hundred on records the rest of the workspace can read.CRM & salesOne record per contact. A won deal becomes a contract in one move.AI & assistantAn assistant that has read your workspace, not the internet.

Questions people actually ask.

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What can workflows automate?

Assignments, status updates, notifications, and repeat steps, across modules, with a full run history.

Can forms be used on our own website?

Yes. Embed a branded form on any site. Submissions create records and can start a workflow.

Do custom fields work everywhere?

Yes. Custom fields work in every module, and calculated, lookup, and rollup fields handle the math.

Is there inventory and purchasing?

Yes. Stock with reorder points, suppliers with terms, and purchase orders with approvals and receiving.

Can we get our data out?

Always. Export anytime. Business adds API access and webhooks.

What happens when an import goes wrong?

Checks catch most problems first, every run is logged, and you can recover from a bad one.