AUTOMAIT

FEATURE BY FEATURE OVERVIEW AND COMPARISON OF PLANS

PLANS EXPLAINED

DESIGNER

The designer plan gives you access to the 3 core DESIGNER modules in the AUTOMAIT platform: The FORM DESIGNER, the FLOW DESIGNER and the UI DESIGNER. With these modules you will be able to completely re-invent and automate your customer journeys and business processes.

The DESIGNER plan includes live chat support.

MANAGER

With the manager plan you get access to all 5 core modules: The 3 DESIGNER modules and the 2 MANAGER modules of the AUTOMAIT platform + all extensions. That is, you get access to the FORM DESIGNER, the FLOW DESIGNER, the UI DESIGNER, the DECISION MANAGER and the AUTOMATION MANAGER.

The MANAGER plan includes live chat support.

GENERAL FEATURES

SECURITY

Security is of utmost importance to us. We have deployed extensive security features to keep your BPM applications safe and sound. Notable security features include firewalls, 2-factor authentication, malware scanning and detection, audit logging, and of course daily security reporting.

DESIGNER

MANAGER

PERFORMANCE

Your AUTOMAIT BPM platform is being monitored and tested daily with regards to performance. We use browser caching, page caching, asset optimization, GZIP compression and more to assure best-in-class performance of your applications.

DESIGNER

MANAGER

DEPLOYMENT & STAGING

All features, functions and modules the are provided on the AUTOMAIT platform are (of course) only deployed after rigorous testing in our staging environment. This ensures that any future added functionality will be tried and tested before release, to assure your up-time.

DESIGNER

MANAGER

HOSTED EMAIL SERVICE

An integral part of any BPM platform is the ability to send email notifications to various people involved in any workflow, be they customers, vendors or internal users. You get out-of-the-box email services, which means that any notification or confirmation is guaranteed to go out instantly, when triggered.

DESIGNER

MANAGER

DOMAIN MAPPING

Your brand and corporate identity is as important to us as it is to you. That’s why we have made it a general feature of our platform to map your domain with the automait.co domain that hosts your applications. With domain mapping, your customers will only see your URL’s, not any automait.co domain.

DESIGNER

MANAGER

DRAG & DROP

Quickly build and design your BPM applications using the Drag and Drop AUTOMAIT platform. Select your fields, configure your options, and easily deploy your applications on your platform.

DESIGNER

MANAGER

RESPONSIVE DESIGN

The AUTOMAIT platform has baked-in mobile friendly styling. All platform applications and modules are designed to display properly in mobile, tablet and laptop/desktop devices.

DESIGNER

MANAGER

CUSTOMER AREA TEMPLATE

We have made it easy for you to get started with transforming your customer journeys and business processes by adding several custom built templates that you can work from.

DESIGNER

MANAGER

BULK INVITE USERS

Use the ‘Invite Users’ module to invite and add many users to your workflow applications with a click of a mouse. Simply upload the user’s email addresses and the rest happens automatically.

DESIGNER

MANAGER

CASE MANAGEMENT & WORKFLOW INBOXES

Part of the core of the AUTOMAIT BPM platform is case management. That’s why custom inboxes come standard. Custom inboxes show only relevant tasks to specific roles or users, according to your configuration.

DESIGNER

MANAGER

FORM DESIGNER

30+ FORM FIELDS

Utilize a wide variety of form field inputs in automating your customer journeys and processes. Drag and drop the fields you want to use to capture necessary data.

DESIGNER

MANAGER

DRAG & DROP

Quickly build and design your forms using the intuitive FORM DESIGNER. Select your fields, configure your options, and easily embed forms in your AUTOMAIT platform.

DESIGNER

MANAGER

RESPONSIVE DESIGN

The FORM DESIGNER has baked-in mobile friendly styling. Forms are designed to display properly in mobile, tablet and laptop/desktop devices.

DESIGNER

MANAGER

CONDITIONAL LOGIC

Conditional logic allows you to configure your form to show or hide fields, sections or pages. This allows you to easily control and tailor the form to your users needs.

DESIGNER

MANAGER

CUSTOMER AREA TEMPLATE

Use the FORM DESIGNER to build an interactive customer area, where your organization can share files and documents with your customers, and have your customers maintain their information.

DESIGNER

MANAGER

LIMIT AND SCHEDULE FORMS

Limit the number of entries a form can receive and schedule forms so you control how and when you capture data. Just a small part of automating your processes.

DESIGNER

MANAGER

EMAIL NOTIFICATIONS

Trying to keep on top of all the submissions generated from your customers or colleagues? The FORM DESIGNER has email auto-responders to keep you posted.

DESIGNER

MANAGER

DOCUMENT MANAGEMENT & FILE UPLOADS

Need to have your users submit documents? Photos? That’s easy. Just add file upload fields to your form and save the files to your server.

DESIGNER

MANAGER

SAVE & CONTINUE

So you’ve crafted an elaborate form and it may take a while to complete. The FORM DESIGNER lets your users save a partially completed form and return later to finish it.

DESIGNER

MANAGER

CALCULATIONS

Perform advanced calculations based on submitted field values and amaze your colleagues and customers with built-in intelligence and dynamics.

DESIGNER

MANAGER

AUTOMATIC USER REGISTRATION

Need to quickly allow users to register new accounts on your AUTOMAIT platform? The User Registration extension makes registering users, creating login forms, and even setting custom user meta a breeze.

DESIGNER

MANAGER

EXTENSIONS


E-SIGNATURE

The e-signature capability allows you to capture signatures online by allowing users to sign your forms using touchscreen devices, touch pads or mouse.

DESIGNER

MANAGER

CHAINED SELECTS

Cascading drop-down select fields made easy! Import a CSV to create Year/Make/Model style selections or use available hooks/filters to data drive the drop-down choices dynamically.

DESIGNER

MANAGER

USER VIDEO RECORDING

Record and capture videos as a form field with integration to the Pipe Video Recording Platform. Pipe handles video recording from desktop and mobile devices, all the different file formats, and ensures secure storage & delivery.

DESIGNER

MANAGER

SURVEY

The Survey extension allows you to easily interact with your users to both collect and analyze data on your target audience. Market research, customer satisfaction, employee surveys, job satisfaction surveys, anything is possible!

DESIGNER

MANAGER

PARTIAL ENTRIES

You don’t want to miss out on any potential leads? Well, now you don’t have to worry. Collect data in real time as it is entered on your forms with ‘abandoned cart’ technology.

DESIGNER

MANAGER

FLOW DESIGNER

POWERFUL AND FLEXIBLE

Over 40 different step types, including approval, user input/edit, notification, webhooks and integration triggers for third-party services.

DESIGNER

MANAGER

RAPID CONFIGURATION

Configure as many Workflow Steps as you need. Drag and drop them into the right order, activate/deactivate them and add new ones as your process adapts.

DESIGNER

MANAGER

SUITABLE FOR ANY BUSINESS PROCESS

Automate anything requiring a form: Vacation requests, Purchase Orders, Project Initiation Plans, Case Management… any business process can be automated.

DESIGNER

MANAGER

BUILT-IN REPORTING

Keep track of performance with detailed reports that display how long each task is taking and highlights bottlenecks. Reporting come built-in with the FLOW DESIGNER.

DESIGNER

MANAGER

INVOLVE ANY USER, CUSTOMERS, VENDORS AND COLLEAGUES

User accounts not required. Assign steps to Users, Roles, or Email Addresses. Assignees do not need a user account in order to participate in workflows.

DESIGNER

MANAGER

EASY DATA COMPLIANCE

Secure by design. Your business data, and your customers’ personal information, is securely stored in your dedicated platform. Build workflows to delete data after period.

DESIGNER

MANAGER

REDUCE FRICTION

Keep everyone in the loop. Help internal teams focus more on the task and less on the process. Make it easy for customers and suppliers to participate in the workflow.

DESIGNER

MANAGER

AUDIT TRAILS

Keep track of who did what and when in the detailed Timeline and Activity Log. Includes comments, timestamps and step and status information.

DESIGNER

MANAGER

SCHEDULING & EXPIRATION

Delay a workflow step until a specified date or until a specified period of time has elapsed; particularly useful in many recurring re-approval processes.

DESIGNER

MANAGER

EXTENSIONS


FLOWCHART

The flowchart enables you to switch between the standard step list view and a flowchart view of the steps.This makes it easy to design and optimize workflows.

DESIGNER

MANAGER

INCOMING WEBHOOK STEP

The Incoming Web hook allows you to create steps at any point in the process which wait for input from an external source. Link your flows to any internal or external source.

DESIGNER

MANAGER

CHECKLISTS

The Checklists Extension allows AUTOMAIT administrators to publish a series of forms each requiring a single submission. Completed checklists (all forms have been submitted) show a checkmark. Incomplete checklists show an empty checkbox.

DESIGNER

MANAGER

FOLDERS

The Folders Extension allows AUTOMAIT administrators to organise workflow entries into logical or arbitrary groupings. This is especially useful if you need to give users access to entries when they are neither admins nor the form submitter as anyone who has access to the folder can access all the entries.

DESIGNER

MANAGER

PARENT-CHILD FLOWS

The Parent-Child Flows Extension allows AUTOMAIT administrators to define Parent-Child relationships between forms. While viewing an entry for a Parent form a new child form can be submitted and linked to the current entry.

DESIGNER

MANAGER

FLOW CONNECTOR

Create, update or delete entries or pause the workflow until another form has been submitted. it can also chain forms together based on conditional logic.

DESIGNER

MANAGER

UI DESIGNER

EASY-OF-USE

No coding skills? No web-design experience? No problem! Our innovative visual builder empowers any user to create awesome, modern websites.

DESIGNER

MANAGER

REAL-TIME EDITING

No more disjointed experience, build and edit everything right in front of your eyes.

DESIGNER

MANAGER

DRAG & DROP

Arrange and move anything you see on screen with a simple motion of your cursor.

DESIGNER

MANAGER

FULLY LOADED WITH TOOLS

Sliders, Tabs, Buttons, Swithcers and many more elements are just a few of the premium tools included inn the UI DESIGNER.

DESIGNER

MANAGER

ENGAGING POP-UPS

With UI DESIGNER, you can create pop-ups right in the page, with the same tools you know and love. With easy-to-use Triggers & Display Conditions, you can automate the popups on your site in seconds.

DESIGNER

MANAGER

CREATE A COMPLETE USER FACING APPLICATION

With the Headers & Footers blocks, you can build navigations and footer areas with unprecedented flexibility and ease-of-use. Add these headers and footers across all pages and you’ve got yourself a beautiful, perfectly working website.

DESIGNER

MANAGER

COPY AND PASTE

Copy and paste content from within the same page or other. Works with styles too.

DESIGNER

MANAGER

UNDO / REDO

Go back to a previous state with our Undo functionality. Or, redo steps to work faster.

DESIGNER

MANAGER

SHORTCUTS AT YOUR FINGERTIPS

Quickly access shortcuts and selection tools with just a right click on your mouse button.

DESIGNER

MANAGER

AUTOSAVE

Never lose your draft work again! The Autosave option allows for cloud versioning.

DESIGNER

MANAGER

ROLE MANAGER

Allow or restrict the levels of access users can have when editing content.

DESIGNER

MANAGER

IMAGE LIGHTBOX

Open images in a large pop-up, by enabling the switch found on any image in your page.

DESIGNER

MANAGER

REORDER BLOCKS

Drag-and-drop between live representations of your blocks to reorder your content.

DESIGNER

MANAGER

CREATE MEGA MENUS

Super useful for header menus that are complex and multi-columned.

DESIGNER

MANAGER

DECISION MANAGER

INTEGRATED RULES ENGINE

With the DECISION MANAGER you can access all data stored in your AUTOMAIT BPM platform. On top of the data you can create advanced rules and calculation formulas to automate your business decisions.

DESIGNER

MANAGER

METRICS AND PERFORMANCE MANAGEMENT

Create advanced tables and charts easily, to track your key performance indicators and business metrics. Create tables and reports and display them instantly to select users.

DESIGNER

MANAGER

CREATE TABLES FROM VARIOUS SOURCES

Tables, charts and reports can be created to utilize the data in your BPM applications. But data may also be collected from various other sources such as manual input via spreadsheet or CSV file, import via a URL or a 3rd party vendor.

DESIGNER

MANAGER

ADVANCED COLUMN FILTERS

This setting enables or disables the per-column filters that can appear in the table header, footer, or in a form above the table. If this setting is enabled, you can configure filters per column in the column settings.

DESIGNER

MANAGER

FILTERS IN FORM

(Appears if ‘Advanced column filters’ is turned on) – If this setting is enabled, the filter will appear in a form above the table, and will not be integrated in the table itself (the default condition).

DESIGNER

MANAGER

ADVANCED SORTING

This setting defines whether sorting will work for the table globally. If sorting is enabled, you can still disable sorting for individual columns. If it is disabled, no columns will be sortable.

DESIGNER

MANAGER

CLEAR FILTERS BUTTON

If this setting is enabled, a ‘Clear filters’ button will be added in the Table Tools block, or in the filtering form, for the best possible user experience.

DESIGNER

MANAGER

MAIN SEARCH BLOCK

This setting defines whether the ‘global’ search block, which searches the entire table, will appear on the top right above the table.

DESIGNER

MANAGER

ALLOW EDITING

This tab enables or disables front-end editing for the table. If it is disabled, no other controls will be visible on this tab.

DESIGNER

MANAGER

POP-OVER EDIT BLOCK

By default, the editing buttons (New, Edit, Delete) will appear in the Table Tools block above the table. If the ‘Popover edit block’ switch is enabled, the buttons will not appear there, but will popover above any row when you click it.

DESIGNER

MANAGER

INLINE EDITING

If this switch is enabled, you will be able to edit the table not only with a popup editor, but also by double-clicking any cell, and editing the data inline.

DESIGNER

MANAGER

EDITOR ROLES

This allows you to select which AUTOMAIT user roles will be allowed to edit this table.

DESIGNER

MANAGER

DELETE/ADD COLUMN

If you click this button, you will see a dialog where you can choose a column and delete it. 

DESIGNER

MANAGER

COMPLETE COLUMN LIST

With this feature you can quickly toggle the column’s visibility, rename columns, go to the column settings, and toggle the configuration for responsiveness to indicate – whether each column will be shown or collapsed on tablets and mobiles. Also, you can easily change the column order by dragging and dropping the column blocks in this dialog.

DESIGNER

MANAGER

13 DIFFERENT COLUMN TYPES AND FEATURES

The DECISION MANAGER module holds 13 different column types and features, including string, integer, float, date, time, image, email, URL link, currency, formula and styling as well as hiding columns.

DESIGNER

MANAGER

INTEGRATION MANAGER

INTEGRATIONS

By using the integrations module you’ll be able to connect your AUTOMAIT applications to 100’S of widely used web applications, just with a few simple clicks. We have partnered with INTEGRATELY to deliver this feature for you. If the catalogue doesn’t have the app you need, you can easily request a new integration.

DESIGNER

MANAGER

WEBHOOKS

By using the webhooks module, you’ll be able to connect your AUTOMAIT applications to any external web application that uses webhooks. Set up outgoing and incoming webhooks to connect to the app’s of your choice.

DESIGNER

MANAGER