Key features > Workflow features

Digitize All Repetitive Workflows

Take simple, time-consuming tasks off of your team’s plate, so they can focus on more impactful work.

Collect, Coordinate, And Track Anything

Trackers make it easy to collect information via online forms and then populate an interactive spreadsheet,
with data manipulation and collaboration features.
Collect, Coordinate, And Track Anything
Filter & search
Filter and search tracker spreadsheets just like in Excel
Import Data
Import data via forms, spreadsheets, SFTP, and HTTPS sources
Notifications
Set up notifications so employees can take action when entries are added
Process management tools

See It In Action

Watch how our process management tools can help you streamline tedious aspects of your work and keep everyone on the same page. In this video, we walk you through an example of how you might use our product for expense reports and reimbursement.
Watch Video

Simple, Embeddable Data Collection Forms

Create forms in minutes with our drag and drop editor, and put them on webpages
or send them to your employees or customers.
Simple, Embeddable Data Collection Forms
Question Types
Multiple question types that populate into useful spreadsheet columns
Custom Branding
Add branding to your form so it matches your site’s look and feel
Embed Codes
Embed your forms anywhere for easy sharing

Save Time With Automated Workflows

Workflows add a layer of automation to trackers, where approvals and notifying colleagues can happen
automatically based on any criteria available within your tracker.
Save Time With Automated Workflows
Approval Flow
Approvers can take action inside notification cards, minimizing interruption
Automatic Reminders
Speed up the flow of business with automated reminders
Custo Workflows
Create your own workflows in minutes with our visual editor. No coding required
The ability to reduce the amount of clutter and emails has been big for us. Trackers are really helpful because people can fill out a form and then have that department reach back out to them with the person who needs to fulfill their request. It cuts down on a lot of ‘Who do I call for this and who do I call for that?
- Rebecca Stone, Internal Communications Coordinator, Ram Tool
Trackers have been really critical because we always need to respond to project RFPs. Like how many projects of a similar nature have we done? We have this tracker where everybody's inputting their project data, so I can quickly run that report and say, we've done 80 projects and flip it into a proposal.
- Megan White, Chief Sustainability Officer, Integral Group

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A unified employee experience saves employees time, improves workplace efficiency and agility.

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