.svg)
Workflows
Stages, conditions, and timed actions that match how you really work.
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 match how your team actually works?
Yes. Workflows have stages, conditions, and timed actions that work across modules. Automate assignments, updates, and notifications, and read the run history when something needs explaining.
Conditions on every step
Work moves when the rules say so.
Timed actions
Follow-ups happen on their own.
A readable run history
What fired, when, and why.
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.
Inside operations & automation.
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.
What operations & automation connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
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.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.