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Task & Workflow Automation Tool

Business OperationsSmall system

Digitizes a specific internal process — requests, approvals, handoffs — into a trackable workflow with automatic routing and notifications. Replaces the email-and-spreadsheet chase for one painful process at a time.

Typically bought by: Operations managers digitizing approval-heavy processes: purchase requests, content approvals, client onboarding, IT requests

Standard features — always included

  • Custom request forms with validations
  • Multi-step workflow with statuses and assignees
  • Approval steps with approve/reject and comments
  • Automatic routing based on form answers (amount, department)
  • Email/notification alerts on each step
  • SLA timers and overdue escalation
  • Dashboard of open items by stage and owner
  • Full history/audit trail per request
  • File attachments
  • Reporting on volume and turnaround time

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

  • +Slack/Teams approval buttons
  • +Auto-generation of documents (PDF letters, POs) on completion
  • +Integration with existing systems to create records on approval
  • +Recurring/scheduled task generation
  • +Delegation and out-of-office rules
  • +Webhooks to trigger external automations

Tech stack

Frontend
Next.js + Tailwind CSS
Backend
Next.js API routes / Node.js with background jobs
Database
PostgreSQL (Neon)
Integrations
Email service, Slack/Microsoft Teams, Webhooks to other systems