Automate Any Workflow In
4 Simple Steps

Use SmartSuite's visual interface to capture the data you need, and set it in motion with automated workflows for all your unique processes, projects or everyday tasks.

Excited male founder who created custom solutions in SmartSuite

Enable your Business to Innovate

Create New Workflows with No Coding Required

If you can create a spreadsheet, you can create a new workflow.

Step

Create

Select the fields to be used in your workflow

Use our simple and intuitive interface to easily build the structure of your solution.
Select from over 40 field types - from simple text and data fields, to rich text documents embedded right in your form.
Use advanced field types like Linked Record to create relationships between solutions.

List of new fields available to add to an application

List of basic fields available to add to an application

List of collaboration related and project essentials fields available to add to an application

List of more advanced fields available to add to an application

Use 70/30 column display for content-heavy records

Use two columns to organize fields into logical groupings

Single column mode displays data in a compact format

STEP

Page Styling

Select the page style that is best for your audience

Select a page style that supports the process you are building.
Organize the fields on the page in a way that supports your process.

Sales dashboard with key metrics, charts and sales director

Use a spreadsheet style grid to manage sales process data

Attach resumes and onboarding documents to new hire records

Change the status of design records in Kanban view

Visualize marketing campaigns with Timeline View

Stacked bar chart of deals by venture partner

STEP

Data Visualization

Visualize what matters.

Select from 8 different report types to visualize your data in ways that help manage your process.
Create dashboards that can contain charts, graphs, op-line metrics and more - to help provide insights in the health of your process or project.

STEP

ROLES AND PERMISSIONs

Select the people that can access your new solution.

Cut out the noise and assign people to only the permissions they need to do their jobs.
Control access to sensitive data or restrict who can update business-critical data.