All featuresSmart Workflows

Approvals and routing that match how you work

Move documents from draft to done with multi-step approval routes, status tracking, and an AI workflow builder. Approvers can approve or reject with a clear trail.

5 capabilities included

Everything included

Every tool and action under Smart Workflows — explained clearly.

Approval routes

Define who reviews and who must approve before a document is published.

Workflow instances

Track each document’s progress through the route until completion.

Approve / reject

Decision makers can approve or send work back with a clear trail.

AI workflow generate

Describe the process you want and let AI propose a workflow structure to start from.

Notifications

Keep reviewers informed when a step needs their attention.

What you get

  • Multi-step approval routes
  • Approve and reject steps
  • Status-driven document flow
  • AI workflow builder

How it works

  1. 1

    Define the path

    Set reviewers and approvers for the document type you ship often.

  2. 2

    Route automatically

    When a step completes, the next person is notified.

  3. 3

    Track outcomes

    See where every document sits in the pipeline at a glance.