Automation Workflow Kit

Set up repeatable processing workflows that run automatically when triggered. With Automation Workflow Kit, users can define a sequence of operations — clean, sort, convert, export — and apply that sequence to any incoming file with a single click. Designed for teams that process the same type of data on a recurring basis: weekly reports, daily exports, client data submissions. Once a workflow is saved, it can be reused indefinitely without reconfiguration. Includes a workflow library with pre-built templates for the most common processing scenarios.

• Multi-step workflow builder
• Pre-built workflow templates
• Scheduled auto-processing
• Team access (up to 5 users)