Workflow Automation & Intelligent Defaults

  • Visual workflow builder (Flowable) for multi-step processes:
    Approvals, Claims, Payments, Receipts, Variations, Renewals

  • Auto-propagate defaults (contract start, employer, banking details, budget profiles)

  • Agentic Workflow Copilot: suggests routing, resolves exceptions, and escalates tasks.

Who Benefits?
Everyone
Business Impact
Retention, Efficiency, Compliance
Product Category
Automation & Workflow
Priority
Medium
How valuable is this feature to you? (1-Low, 5-High)
4

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Upvoters
Status

Planned

Board
πŸ’‘

Feature Request

Date

6 months ago

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