Workflows

Unlock the power of automation
with workflow builder

E-docs routes. Customizable data processing logic. Automated actions. Corporate bureaucracy will work faster.

Routing between systems

Single hub for document flows. Connecting your ERP, TMS, HRM, WMS, ECM via DocsBird and synchronizing data exchange between them.

Connect a new system? Easily. No need to do a lot of integrations. Everything will flow into a single stream.

Setting up actions. Pick up documents from one system and transfer them to another; сhange format; сheck; сreate a file based on the data. All this is available.

Multi-level approvals

Parallel approval. Workflow allows colleagues to give approvals at the same time, at any time, without a mandatory queue.

Sequential approval. Workflow is configured so that the e-docs moves to the next stage only after approval from the responsible person.

Mixed approval. Workflow supports combinations of parallel and sequential approvals the way you need them.

Automated responses to triggers

Specific customer or employee. The start of a workflow can be linked to an individual recipient or sender of the document.

Specific document type. Invoices can go along one route, and contracts along another, and so on. Just set up the trigger

Specific document status. This trigger is fired based on information about what is happening with the document now. For example, created, signed, rejected, etc.

Accesses, teams and roles

Digital twin of the organization. Transfer your structure of divisions and departments to DoxBird and all work flow will be in its usual form.

Team management. Unite colleagues from different departments into working groups with shared rights to act on documents.

Role model. Assign access to information and possible actions individually, by department or team. Revoke access in a timely manner.

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