Process Flows
Build the steps for work you do the same way each time
Add form and automation steps to a flow, then run it. EVERYSYNC records each run step by step, with every step's status, outputs and any error. An operations lead can have client kickoffs follow the same steps, and a founder can write down how things get done.
Building and running a flow
Put the steps in order
Build a flow from ordered form steps and automation steps. Tabs hold the configuration and the chaining.
Steps that make real records
A step can create a contract, open a data room or create a client record.
See where a run stopped
Each run keeps every step's status, outputs and error message, so you can see where it stopped.
Eva can suggest flows
Your assistant Eva can propose flows based on patterns in your activity. You approve or dismiss each proposal.
When you request access, tell us which process you'd like to run the same way every time.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.