Nutrient Workflow Features
Customization (10)
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
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.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Collaboration (6)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Process Management (6)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
API Connection
Connect with existing systems via API.
Intelligence
Gives user machine learning tools for intelligent process improvement
Document Approval
Streamline and simplify document approval processes.
Setup (6)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
Digital Workflows (3)
Logic and Conditions
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.
No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
Data Mapping
Integrates data and processes from multiple sources into a single system.
Templates
Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
Workflow Automation
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.
Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Additional Functionality (113)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Business Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives



