Workflow Builder
Create and manage custom automation workflows for your practice
Active Workflows
8
Total Executions
1,247
This month
Time Saved
156h
This month
Success Rate
94.8%
Your Automation Workflows
GST Return Auto-Filing
Automated GST return preparation and filing workflow
Success Rate
96%
Clients
12
Total Runs
24
Next Run
active2025-01-15 09:00
Trigger:Monthly on 15th•Last run: 2024-12-10 09:00
1. Data Collection2. Validation3. Return Preparation4. Filing5. Confirmation
Document Follow-up Sequence
Automated client follow-up for pending documents
Success Rate
89%
Clients
25
Total Runs
156
Next Run
active2024-12-12 10:00
Trigger:Daily at 10:00 AM•Last run: 2024-12-11 10:00
1. Check Pending Docs2. Generate Reminders3. Send Notifications4. Track Responses
TDS Certificate Generation
Quarterly TDS certificate generation and distribution
Success Rate
94%
Clients
18
Total Runs
8
Next Run
paused2025-01-01 08:00
Trigger:Quarterly on 1st•Last run: 2024-10-01 08:00
1. Calculate TDS2. Generate Certificates3. Quality Check4. Email Distribution
Compliance Deadline Alerts
Proactive alerts for upcoming compliance deadlines
Success Rate
100%
Clients
35
Total Runs
48
Next Run
active2024-12-16 08:00
Trigger:Weekly on Monday•Last run: 2024-12-09 08:00
1. Scan Deadlines2. Prioritize Tasks3. Generate Alerts4. Notify Teams