Appian Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Provides users with a repository for process maps and documentation.

Allows for collaborative authoring of process documents.

Provides various connectors and integrations to business applications and data sources.

Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.

Gives users the ability to edit or write custom HTML, Javascript or CSS code.

Allows users to edit or write custom code with programming languages.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Configure existing workflows to meet your organization's needs

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Create, manage, or update project workflows.

Pre-designed layouts that can be customized to match preferences and requirements

Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Receive data and information in real time

Assemble data from multiple sources

Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Access software remotely via mobile devices

Manage the processes involved when making the application ready for use

Plan and coordinate all the resources, costs and time needed to execute assignments

Identify which applications need to exchange data and enable these data connections

Create, save, and re-purpose templates for emails, forms, etc.

Track, manage and store the applications of potential future members, customers or candidates

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Enables creation, management, and tracking of product requirements & features during product production/development

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Provides a visual editor to easily create automation models.

Offers the ability to record processes performed by humans to be recreated by bots.

Provides templates for workflows and processes for easier automation creation.

Allows developers to code custom automations.

Offers users the ability to reuse process automations and communicate with other team members around automation building.

Allows non-technical users to create bots in an easy, intuitive manner.

Automated or logic-based workflows that assist in the creation of electronic documents

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Configure existing workflows to meet your organization's needs

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.

Automates processes that supplement human action, often requiring human intervention and collaboration.

Automates processes completely without the need for human intervention.

Allows users to analyze the performance of bots via dashboards.

Insures data remains secure and compliant with industry standards.

Able to support large deployments.

Predict future data based on historical data sets

Analyze and gain insights into data in real-time

Receive data and information in real time

Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.

Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.

Integrates data and processes from multiple sources into a single system.

Build interfaces once and use them across one or more processes.

Gives the user the ability to build and use forms on mobile devices.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time.

Offers the ability to record processes performed by humans to be recreated by bots.

Integrates with RPA technology, either natively or via 3rd-party integrations.

Allow customers, partners and third-party developers to create applications on top of business processes.

Provides OCR capabilities in order to recognize text in documents and applications.

Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.

Provides NLP capabilities in order to understand text in documents and applications.

Ensures the right task is being assigned to the proper employee across an entire process.

Allows users to conduct real-time process analysis, as opposed to just historical analysis.

Gives process notation capabilities.

Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Supports scaling to handle peak demand scenarios in processes

Allows customization of processes to fit specific business requirements

Allows users to automate complex business processes efficiently

Enables the management and optimization of workflow tasks

Automates critical, high-stakes business processes effectively

Enables seamless integration with a wide range of third-party software tools

Provides the ability to integrate various endpoints like APIs, microservices, and human tasks

Offers an intuitive interface for designing and visualizing processes

Offers real-time monitoring capabilities for ongoing processes

Facilitates adaptation of processes to meet changing business needs

Manages customer-facing processes

Supports execution across multiple types of endpoints

Ensures processes comply with relevant regulations and standards

Supports configuration using natural language instructions.

Allows users to customize the tone of agent.

Enables definition of clear security guardrails for agent actions.

Protect APIs from threats using authentication, access control and encryption

Protect sensitive data for digital privacy

Verify the identity of users/devices to enable secure access

Provides support across web, mobile, messaging apps, and other channels.

Allows customization of agent branding, including visual appearance and conversational style.

Equips agents with proactive response capabilities based on predefined triggers.

Facilitates seamless escalation to human employees for complex issues.

Supports various file formats

Processing different types of input like text, voice, images etc.

Provides analytics and reporting on agent performance and interactions.

Offers agents the ability to maintain contextual awareness across interactions.

Ensures compliance with data privacy and governance requirements.

Automates workflows and actions based on agent responses.

Allows the use of APIs for advanced agent configuration.

Enables interoperability with multiple platforms for unified experiences.

Allows integration with CRM data to ground agent responses in business context.

Set up connections to third-party platforms to improve business processes

Supports defining task order, dependencies, and conditional logic in workflows.

Provides a visual interface for managing workflows without code.

Offers pre-built connectors for widely used business applications and systems.

Provides API and webhook support for building and managing custom integrations.

Provides AI-driven insights or suggestions to improve workflow performance and efficiency.

Supports initiating workflows based on schedules, user actions, or system events.

Provides a low-code or no-code interface for creating and modifying workflows.

Allows reuse of workflow elements such as templates, forms, or logic blocks.

Offers detailed audit trails to monitor changes and user activity within workflows.

Provides tools to manage access permissions based on user roles.

Offers real-time dashboards to track progress and automation impact.

Provides metrics and insights into workflow performance and bottlenecks.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Development of custom software, web apps, mobile apps, etc.

A record of all activities within the system, including user access, changes made, etc.

Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity

Work with others within one platform/system on the application development process

Store and organize documents in a centralized system

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Define levels of authorization for access to specific files or systems

Set up connections to third-party platforms to improve business processes

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Observe and track the demand, usage, progress or quality of a system, product, or user

Active reporting of data and metrics

Alter the layout and content of reports

Monitoring and measurement of relevant metrics to assess the performance of IT resources

Track revisions and updates made to files and navigate between different versions

Supports common databases such as MySQL and Oracle

Import and export data to and from software applications

Create, design and modify the flow and processes of tasks in a project

Use visual elements such as pre-built blocks and/or shapes to assemble a model or design

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Use AI to generate content in the form of text, images, videos, etc.

Customize contracts and forms to collect specific information

Customize data fields to support various needs and use cases

Create/edit commerce applications for mobile devices and/or web

Track revisions and updates made to files and navigate between different versions

Manage a growing amount of work to meet increased demand without compromising performance

Adjust communications based on previous interactions or personal preferences

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Event-driven HTTP callback that automatically sends real-time data between applications

Application programming interface that allows for integration with other systems/databases

Process and analyze human language in text or audio form

Automatically switching to secondary AI model(s) during failure or hallucinations

Assemble applications and processes by dragging over and arranging pre-built components

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Chatbot or AI assistant that answers queries and provides recommendations within an application

Execution of software tests by leveraging automation tools

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Provides a channel for team members to share media files, communicate, and work together

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Process of testing an ML algorithm by feeding it training data to learn from

Tools for the systematic analysis of various types of data or statistics

Allow users to access multiple services after entering their login credentials once

Detect and remove errors

Manage the processes involved when making the application ready for use

Managing and resolving errors that occur during program execution to maintain stability

Store, manage, and track all electronic documents in a centralized location

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive system updates as soon as any changes are made

Active monitoring of systems, applications, or networks

Allows users to manage data from a number of sources

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Extract email addresses from multiple data sources

Store, manage and track all forms in a centralized location

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Assemble applications and processes by dragging over and arranging pre-built components

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

Ability to recognize printed or written text within digital images or scanned documents

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Outline and document business processes via step-by-step building blocks

Use AI to generate content in the form of text, images, videos, etc.

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import, collect, and capture data from multiple sources

Track and manage adherence to policies for any service, product, process, or supplier

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Monitor and manage manufacturing and production processes.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Ability of software to identify an image among other data

Manage and store data in a database

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage and track all task activities and progression

Observe and track the demand, usage, progress or quality of a system, product, or user

Alter the layout and content of reports

Track revisions and updates made to files and navigate between different versions

Embed/link applications into third party software so it can be accessed within a third party system

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Active reporting of data and metrics

Customize contracts and forms to collect specific information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Visually identify, define, and map all details and relationships surrounding business process models and elements

Assemble applications and processes by dragging over and arranging pre-built components

Track the status and progress of tasks

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

Track revisions and updates made to files and navigate between different versions

Automate repetitive tasks such as filling out information or creating certain types of forms

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Track and document all activities across devices, networks, and other systems

Allow users to access multiple services after entering their login credentials once

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A record of all activities within the system, including user access, changes made, etc.