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Workflow Automation

Define Workflows

  • Define Workflows by Step, Task and Action Item
  • Pre-set manual and automated actions for each Workflow Step
  • Duplicate Workflows for easy set-up

Decision Branches

  • Define Workflow branches based on acceptance or rejection by an actor
  • Establish Workflow path if actions are not completed on time by the assigned personnel

Initiate Processes

  • Initiate Workflows from a Document, Document Packet of individual Ninox record in your database
  • Have Ninox auto-create forms and PDF's within the workflow

Track Progress

  • Keep track of each assigned action
  • Assign actions to multiple individuals within a single group
  • Process reminders when actions remain undone

Roles & Actors

  • Tag each individual actor according to their job and their role within the workflow
  • Assign Actions to internal and external resources

Org Chart Mgt

  • Define the levels in your organization from Associate all the way up to CEO
  • Track each individual's superior on the org chart for smart routing

Workflow Action

Alerts & Warnings

Progress Tracking

Organization Chart

Individual Roles

Workflow-In-Process

Form Templates

Document Workflow

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