Automate your workflows in minutes, not months

Turn complex, fragmented, and manual business processes into automated workflows in minutes

Customer Onboarding

Create a workflow to streamline new customer onboarding: collect documentation, verify identity, setup account credentials, schedule welcome call, and send automated welcome materials

KYC Process

Design a Know Your Customer (KYC) workflow to verify client identity, assess risk levels, collect required documentation, perform background checks, and maintain compliance records

Contract Review

Implement a contract review workflow including initial draft review, legal team approval, stakeholder feedback, revision tracking, electronic signature collection, and final document storage

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14 days free trial

No credit card required

14 days free trial

No credit card required

14 days free trial

No credit card required

Workflow automation made effortless

Workflow automation made effortless

Workflow automation made effortless

How it works

  1. Describe your workflow

Tell the AI what workflow you want to build. You can even upload an image of a flow or process diagram. The AI can also ask additional questions if it needs more information from you.

  1. AI builds your workflow

Workflow86 AI will analyze the requirements, develops a plan and then build the entire workflow including configuring every single step, action and component.

  1. Edit manually or with AI

You can manually edit the workflow at any time or ask the AI to edit any individual step or the entire workflow at once. Just describe the changes, updates or improvements.

Workflow examples

Workflow examples

Workflow examples

See what you could automate

Explore some pre-built workflows and processes you could automate now with Workflow86

  • Medical devices document control workflow

  • Generate employment offer letters

  • Expense Reimbursement

  • New Employee Onboarding

  • Contract Review and Approval

✨ Customize any template with AI

Download a template and then instruct the AI to customize it to your exact needs

Why Workflow86

Why Workflow86

Why Workflow86

The fastest, easiest way to automate complex workflows

Your business has its own way of working and operating. Workflow86 makes it extremely easy to create custom workflows that interact with your existing systems to match how you actually operate or want to operate.

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

All-in-one platform for complex workflows

With built-in forms, tables, custom code, task management and more, Workflow86 allows you to handle more complex, mission-critical workflows in one central place while still connecting with your existing systems and apps when needed.

Customize workflows from your existing systems

Workflow86 is a flexible customization layer that works with your existing systems. Whether it's your ERP, HRIS or CRM - build and deploy highly customized workflows that fit how your business operates without the weeks or months of implementation.

Build without the learning curve with no-code + AI

Workflow86 combines an easy-to-use visual interface with drag and drop components supercharged with AI that help you build or edit any stage. Move seamlessly between manual changes and AI changes at any time with full version control for peace of mind.

Maximum flexibility with custom code

Custom code modules allow you to write and run Python and JavaScript with access to select external libraries and the ability to securely make requests to external services. Deploy custom code to handle edge cases, assisted with AI to help write or edit this code if required.

Deploy AI in your workflows

AI workflow components allow you to handle off tasks to AI to summarize information, generate content, make decisions, evaluate data and more.

✨ AI Workflow Builder

The world's most advanced AI workflow builder

Our AI Workflow Builder designs, plans and builds fully configured workflows using just natural language. Once a workflow has been created, it can continue to edit, change or completely redesign the entire workflow based on your instructions. Edit the entire workflow or edit specific components.

Workflow Orchestration Engine

Workflow Orchestration Engine

Workflow Orchestration Engine

Automate the most complex workflows with ease

Orchestrate and manage complex, multi-stage workflows with dozens or hundreds of steps with features that allow for full control over workflow execution.

Run actions in parallel

Merge action paths and branches back together

Split workflow into multiple paths

Migrate in-progress workflow runs to newer versions

Run or re-run a workflow at any point or node

Human-In-The-Loop Tasks

Human-In-The-Loop Tasks

Human-In-The-Loop Tasks

Keep humans in the loop with tasks

Many business processes require a mixture of automation and human-in-the-loop steps. Workflow86 comes a built-in task manager which pauses a workflow until a task is completed, such as a review and approval or follow-on form is submitted.

Build tasks in an easy to use drag-and-drop form builder

Assign tasks to internal or external team members and stakeholders

Manage your tasks across workflows in a single Task Inbox

  • Google Apps

  • Confluence

  • PagerDuty

  • Zendesk

  • Airtable

  • ClickUp

  • Salesforce

  • Mailchimp

  • Apollo

  • Twilio

Integrations

Integrations

Integrations

Integrates with your systems and apps

Trigger actions and events in your existing tools with pre-built integration templates, custom API requests, Webhooks and Code Requests.

Custom Code

Custom Code

Custom Code

Run custom code for full flexibility

Easily deploy and run custom code as part of your workflows to provide full coverage of any edge cases.

Run custom JavaScript or Python during a workflow

Includes internet access to make requests

Securely handles secrets and credentials in code

How could you use Workflow86

How could you use Workflow86

How could you use Workflow86

Use cases

From onboarding to intake, standard operating procedures and reviews – discover some of the most common use cases for WorkflowNow

👋 Onboarding

Build step-by-step onboarding workflows for new users, customers, employees, vendors and merchants.

✅ Reviews and Approvals

Automate review and approval workflows, automatically assigning it to the right person, at the right time.

📋 Service Requests

Submit and track service requests to save time, reduce errors, and improve the experience for requesters.

🖥️ Service Intake and Survey

Create a single point of entry for data collection, logging, reporting, intake and surveys.

📕 Operations Playbooks

Document and visually map your internal workflows, playbooks and standard operating procedures.

📑 Document automation

Automate the creation, editing, and distribution of files and documents, such as contracts, reports, and more.

What our customers say

"We have automated over 15 mission critical business processes using Workflow86…it's been incredibly useful for filling in gaps in our systems"

Chief Technology Officer

Professional Services Company (5,000+ employees)

“…I’m loving the platform so far!  I was planning on implementing a custom React web app for my workflow, but I was able to get it up and running on Workflow86 in under a day.  At the very least, it saved me a few weeks of effort.”

Head of Engineering

Research and Development Company (50-100 employees)

"…without Workflow86 helping us with contract automation…our small team would not have been able to deliver this project…"

Business Operations Manager

Peak Industry Association

Frequently Asked Questions

How does Workflow86 work?
Do I need to use the AI?
Is Workflow86 AI no-code?
What context does the AI use when building or editing a workflow?
Does the AI know any secrets or credentials I have stored?
Can you help me build a workflow?
How does Workflow86 work?
Do I need to use the AI?
Is Workflow86 AI no-code?
What context does the AI use when building or editing a workflow?
Does the AI know any secrets or credentials I have stored?
Can you help me build a workflow?
How does Workflow86 work?
Do I need to use the AI?
Is Workflow86 AI no-code?
What context does the AI use when building or editing a workflow?
Does the AI know any secrets or credentials I have stored?
Can you help me build a workflow?

Start automating now

You are just a few minutes away from your first automated workflow

14 days free trial

No credit card required

Start automating now

You are just a few minutes away from your first automated workflow

14 days free trial

No credit card required

Start automating now

You are just a few minutes away from your first automated workflow

14 days free trial

No credit card required

What our customers say

"We have automated over 15 mission critical business processes using Workflow86…it's been incredibly useful for filling in gaps in our systems"

CTO

Professional Services Company (5,000 employees)

“…I’m loving the platform so far!  I was planning on implementing a custom React web app for my workflow, but I was able to get it up and running on Workflow86 in under a day.  At the very least, it saved me a few weeks of effort.”

Head of Engineering

Research and Development Company (50 employees)

"…without Workflow86 helping us with contract automation…our small team would not have been able to deliver this project…"

Business Operations Manager

Peak Industry Association (generating 500+ contracts)

Why Workflow86

Why Workflow86

The fastest, easiest way to automate complex workflows

Your business has its own way of working and operating. Workflow86 makes it extremely easy to create custom workflows that interact with your existing systems to match how you actually operate or want to operate.

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

All-in-one platform for complex workflows

With built-in forms, tables, custom code, task management and more, Workflow86 allows you to handle more complex, mission-critical workflows in one central place while still connecting with your existing systems and apps when needed.

Customize workflows from your existing systems

Workflow86 is a flexible customization layer that works with your existing systems. Whether it's your ERP, HRIS or CRM - build and deploy highly customized workflows that fit how your business operates without the weeks or months of implementation.

Build without the learning curve with no-code + AI

Workflow86 combines an easy-to-use visual interface with drag and drop components supercharged with AI that help you build or edit any stage. Move seamlessly between manual changes and AI changes at any time with full version control for peace of mind.

Maximum flexibility with custom code

Custom code modules allow you to write and run Python and JavaScript with access to select external libraries and the ability to securely make requests to external services. Deploy custom code to handle edge cases, assisted with AI to help write or edit this code if required.

Deploy AI in your workflows

AI workflow components allow you to handle off tasks to AI to summarize information, generate content, make decisions, evaluate data and more.

Why Workflow86

Why Workflow86

The fastest, easiest way to automate complex workflows

Your business has its own way of working and operating. Workflow86 makes it extremely easy to create custom workflows that interact with your existing systems to match how you actually operate or want to operate.

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

  • Form Builder

  • Assign Task

  • Query Database

  • Update Database

  • Create Database Record

  • Email

  • Conditional Logic

  • Branch Paths

  • Merge Paths

  • API Request

  • Webhook

  • Run Code

  • Form Section

  • Loop Through List

  • AI Assistant

  • Trigger via Email

  • Trigger from another Workflow

  • Schedule Start

  • Parse JSON

  • Document Generator

  • Session Variables

All-in-one platform for complex workflows

With built-in forms, tables, custom code, task management and more, Workflow86 allows you to handle more complex, mission-critical workflows in one central place while still connecting with your existing systems and apps when needed.

Customize workflows from your existing systems

Workflow86 is a flexible customization layer that works with your existing systems. Whether it's your ERP, HRIS or CRM - build and deploy highly customized workflows that fit how your business operates without the weeks or months of implementation.

Build without the learning curve with no-code + AI

Workflow86 combines an easy-to-use visual interface with drag and drop components supercharged with AI that help you build or edit any stage. Move seamlessly between manual changes and AI changes at any time with full version control for peace of mind.

Maximum flexibility with custom code

Custom code modules allow you to write and run Python and JavaScript with access to select external libraries and the ability to securely make requests to external services. Deploy custom code to handle edge cases, assisted with AI to help write or edit this code if required.

Deploy AI in your workflows

AI workflow components allow you to handle off tasks to AI to summarize information, generate content, make decisions, evaluate data and more.