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Configure your Task & Workflow Automation Tool

Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.

1. Standard features (included)

These ship with every Task & Workflow Automation Tool build and are covered by the base price.

  • 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

2. Custom features

Describe anything beyond the standard scope. Ideas: Slack/Teams approval buttons · Auto-generation of documents (PDF letters, POs) on completion · Integration with existing systems to create records on approval

Final complexity is confirmed in your Build Agreement — never after payment.

3. Your business details

Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.

Team / key people (optional)

Roles and names change over time — your system ships with an admin page to update them any time.

System languages

Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.

✓ English — always included

0/3 additional languages selected

4. Design ideas (optional)

Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.