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.
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Enable your Business to Innovate
Create New Workflows with No Coding Required
If you can create a spreadsheet, you can create a new workflow.
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.
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.
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.
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.
Congratulations 🎉
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