ACT

Close the loop on all your critical business activities

Create alerts to monitor key business indicators

  • Identify leading indicators significant business events such as upcoming renewals and compliance deadlines. 

  • Create triggers to monitor for these indicators in your business data.

  • Set actions to send digital alerts or trigger automated workflows. 

Get regular updates for all your stakeholders

  • Subscribe to reports to reliably track business metrics.

  • Create mailing lists to send automatic report updates to clients on a periodic basis.

Automate workflows

  • Act on business processes in response to alerts

  • Create connections with other automation tools through API integrations to kickstart activities such as task automation and document automation