Automate approvals and repetitive work, no code needed
Turn paper forms and email chains into tracked workflows. Build forms, set approval steps and rules, and notify the right people on WhatsApp, SMS or email at every stage.
Everything included in Workflow Builder
Drag-and-drop builder
Lay out steps, approvers and conditions visually. Change a process in minutes.
Smart forms
Purchase requests, petty cash, leave, IT requests and more, with attachments.
Multi-level approvals
Route to line managers, finance and directors in order, or in parallel.
Rules and conditions
For example, send requests above KES 50,000 to the CFO automatically.
Notifications
Approvers get WhatsApp, SMS or email alerts and approve with one tap.
Audit trail
Every action is time-stamped so you always know who approved what.
Up and running in three steps
Map the process
Tell us how the process works today, or start from a template.
Build and test
Set up the form, steps and rules, then test with a few users.
Roll out
Share the form link and watch requests move through in real time.
Built for teams like yours
Pricing for Workflow Builder
Every business is different. Tell us your size and needs and we’ll send a quote within one working day.
Do I need a developer to build workflows?
No. Most workflows are built with drag and drop. Our team can also build them for you.
Can approvers approve from their phones?
Yes. Approvers receive a link on WhatsApp or email and can approve or reject from any phone.
Can it connect to our ERP?
Yes. Workflows can push approved data to Sage, ERPNext and other systems through our API.
Is there a limit on workflows?
It depends on your plan. Tell us your processes and we will recommend the right one.
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Ready to get started with Workflow Builder?
Talk to our team and get a quote tailored to your business.