Process Builder
Design
- Build in a drag-and-drop process modeling environment.
- Assign tasks and approvals.
- Collaborate on process design with notes and comments.
- Test run processes for quality control.
- Use Foresight and Hindsight to preview task dependencies.
- Copy, export, version processes.
Workflow
- Manage exceptions and routing with business rules.
- Create single, group, or multi-tiered approvals.
- Run parallel or sequential flows.
- Create child processes, duplicate, link and merge processes.
- Set up reminders, customizable notifications, and time-outs.
Document Routing and Generation
- Allow users to attach single or multiple documents as part of any process.
- Allow reviewers to review documents and add comments.
- Generate new documents based on collected data using templates.
- Monitor email boxes for submitted documents.
Integration
- Use a well-documented REST-based open API.
- Integrate processes with a variety of enterprise systems..
- Push and pull data with external databases.
- Excel Import/Batch.
