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Insight Workflow — Automate your processes

Build workflows that connect documents, systems and people – entirely without code. With AI-driven automation you can design, deploy and optimise workflows that increase efficiency across the entire organisation.

Automate what matters with Workflow

Manual processes and systems that don't communicate create unnecessary work and bottlenecks in daily operations.

With Insight Workflow you can build and automate your processes across documents, systems and teams – entirely without code.

Workflow ensures that tasks start, move forward and are completed – automatically.

Workflow Designer
Trigger
Document received
Validate data
Send for approval
3 steps · Active · Last run: today
Workflow: Invoice approval
Running
Invoice received
ERP integration
14:01
Data validated
Automatic
14:01
Awaiting approval
Sent to Marie L.
14:02
Post to ERP
Pending

What is Insight Workflow?

When an event occurs – e.g. a document is received or changed – the workflow starts automatically.

Then Insight Workflow can:

  • collect and validate data
  • send tasks to the right people or systems
  • trigger actions in ERP, CRM or other platforms
  • ensure approvals and documentation

Everything happens in a seamless flow, where nothing is forgotten or delayed.

Instead of employees having to track tasks, coordinate between systems and follow up on next steps, work flows automatically without manual stops or dependency on individuals.

The future of workflows

Businesses today demand greater efficiency, integration and automation.

Insight Workflow helps you to:

  • automate repetitive tasks
  • connect your systems and data
  • work more intelligently with AI and triggers

This gives you a more scalable business where processes don't slow you down – but drive you forward.

AI Workflow Optimisation
Recommendation
Add automatic org. number validation before approval
Based on 47 manual corrections last month
12
workflows active
340
run today
99.2%
success rate

How an onboarding works with Workflow

When a new employee is created in the HR system, Workflow automatically starts a chain of actions across systems and teams.

Trigger: New employee in HR

Create user in AD

IT system

Send welcome email

Email

Generate contract

Documents

Manager approves

Approval

Schedule introduction

Calendar

Onboarding completed

Everything documented and traceable

Frequently asked questions

What can Insight Workflow be used for?

For all types of processes – e.g. approvals, document flows, onboarding and integrations between systems.

Can it be adapted to our processes?

Yes – you can design and customise workflows to suit your needs.

Can I hear more?

Of course – book a demo, and we'll show you what Insight Workflow can do.