Automation

Workflow Automation Kit

Reusable building blocks for automating common back-office tasks.

Available For any team with repetitive, rules-based work

A library of pre-built, supported automations for tasks such as onboarding, report distribution, data reconciliation and approvals.

Key features

  • Pre-built templates
  • Audit trail on every run
  • Self-service configuration
  • Supported by the Innovation team

In action

Case studies