Automate, govern and monitor every approval process
The Docufella Workflow Builder is a no-code process automation engine. Map out sequential steps, parallel paths and decision points visually, or describe the process in plain language and let AI construct it. Every action is governed by SLAs, escalations and an auditable trail.
Book a demo See the Form BuilderProcess automation with compliance built in
By tightly linking process automation with intelligent form capture, the system ensures compliance, efficiency and complete data integrity throughout the document lifecycle.
Visual, no-code workflow design
Business users design and deploy complex, high-governance processes without relying on IT, using an intuitive drag-and-drop canvas with sequential steps, parallel paths and decision points.
AI workflow generation
Describe the process in natural language, including the form it starts from, and Docufella builds the workflow with steps, roles and conditions you can then refine.
Automation engine
Assign tasks to users and roles, send notifications, update system records, generate documents and manage the state of documents and forms as they progress.
Conditional routing
The path, including task assignment and approvals, is determined dynamically by the data captured on the originating form or extracted from the document. For example, route to CFO approval when the amount exceeds a limit.
Multi-level and parallel approvals
Sequential or parallel approvers, role-based assignment, delegation, field-level edit permissions per step and approval hierarchy visibility.
Service level agreements
Configure SLAs for individual steps or the entire process to manage expectations, prioritise tasks and meet regulatory timelines.
Automated escalation and monitoring
When an SLA approaches a warning threshold or is breached, the system reminds the assignee and their manager, or reroutes the task to an executive queue.
Real-time workflow monitoring
Always know exactly where a process stands. Dashboards show progress, bottlenecks and SLA adherence across every running workflow.
Digital document generation
Workflow steps populate and generate a clean, approved document from the final submitted data, such as a PDF contract or an official request, which is then stored and managed automatically.
Electronic signature
Embed a trust service provider such as DocuSign or use Docufella's built-in e-sign to sign contracts, invoices and reports with a legally binding electronic signature inside the workflow.
Connected while mobile
Get status information on your mobile device and e-sign, approve, reject or submit forms while away from your desk.
Ready-to-use automation
Jump-start automation with out-of-the-box workflows for key functions such as invoice processing, inspection approvals and employee onboarding.
Every action compliant, every decision traceable
The engine enforces business rules through conditional logic, configurable SLAs and automated escalations, creating a full, auditable trail of all actions and decisions.
- Immutable activity log with user, timestamp and origin for every step.
- Separation of duties enforced through role-based assignment.
- Process versioning so changes to a workflow never affect instances already running.
- Status and data synchronised with your ERP so records stay consistent across systems.
Processes running on Docufella today
Invoice approval
Capture, match, route exceptions, approve and post to the ERP.
Inspection report review
Inspector to reviewer to QA to client sign-off with SLA escalation.
Purchase requisition
Value-based routing to department head, procurement and finance.
Employee onboarding
Document collection, HR verification, IT provisioning and sign-off.
Contract approval
Legal review, commercial approval, e-signature and renewal reminders.
Vendor onboarding
Registration, document verification, risk review and master data creation.
File movement tracking
Department-to-department noting and approval with full visibility of where a file sits.
Change and incident requests
Capture, assess, approve and close with evidence attached.
Describe a process. Watch it become a workflow.
Bring the approval process that frustrates your team most. We will build it live in the demo, SLA timers and all.
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