Learn about accessplanit's Workflows

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The benefits of using accessplanit Workflows


Automate communications

Create a trigger allowing your emails to send automatically, saving time 


Eliminate human error

Say goodbye to emails sent too soon or to the wrong recipient! With the Workflow module, your emails will only go out to who you want, when you want.


Define your rules

With plenty of modules and rules to choose from, you have complete control over where and when your emails send.


Attach your files

Our Workflow module allows you to attach and send out your certificates, invoices, and surveys easily.


Create tasks and notes

The Workflows module isn't just limited to emails: create and automate tasks and notes for your admins to access too!


Track your changes

With our audit logs, track any changes you and your admins make to your workflow settings and actions.