Process platform for operational teams

Describe the process. Launch the whole operation.

The intake form, the approvals, the reminders, the documents and the dashboard — created together from one description, then run together for as long as you need them.

Eight to twelve organizations. We build your first process with you, not for you to figure out alone.

One onboarding record shown as a stack of layers: the case and its timeline on top, the workflow that routes it beneath, and the portfolio view it rolls up into below that.

Nobody needs a form.
They need the outcome.

Onboard the employee. Approve the expense. Register the member. Certify the participant. Today that outcome is assembled across six tools and a lot of chasing.

What you get back is fragmented ownership, duplicated data, missed handoffs — and no trustworthy record of why a decision was made.

Six tools — a form tool, a spreadsheet, email threads, a shared drive, e-signature and a calendar — joined by tangled red arrows that cross and double back, ending at one person chasing it all.

“Where is this one, and who has it?” should not be a question that takes forty minutes to answer.

Get answers instantly, not in forty minutes.

Three inputs converging on one outcome platform and leaving as three finished, signed results: employee onboarded, expense approved, member registered.
01 — The shift
EVERY FORM TOOL

A form ends at submission.

You get rows. Everything that makes the rows matter — the routing, the decision, the document, the follow-up — is yours to arrange somewhere else.

Submittednothing further
HERE

A submission begins a process.

The same moment creates a case with a state, an owner, a deadline, an audit trail and a next action. The work is in the system, not in someone’s inbox.

SubmittedApprovedProvisionedDone
02 — From one description

Seven things get built at once, and they already agree with each other.

Data model

Typed fields, constraints, and a sensitivity class on every one of them.

The form

Pages, branching, save and resume, and an accessible respondent experience.

The workflow

States, approvals, tasks, timers and exception paths — inspectable, not implied.

The messages

Who gets told what, when, and a delivery log that says whether it landed.

The documents

Packets and certificates, generated once, stored with a checksum and a version.

The dashboard

Intake, cycle time, what is aging and what failed — defined once, versioned.

The permissions

Who may submit, see, edit, approve and report — down to individual fields.

And the tests

Happy path, rejection, missing data, timeout, duplicate, permission. Run before you publish.

03 — After it launches

The morning screen answers four questions.

Not a generic analytics dashboard. What arrived, what needs you, what is late, and what broke — before anything else competes for your attention.

Ask a plain question and get an answer drawn from the records you are allowed to see.

Propose a bulk action and see exactly who it touches before anything is sent.

Every failed automation is visible, explained, and safe to replay.

Employee onboarding · September
ARRIVED
24
this month
NEEDS YOU
3
approvals waiting
LATE
2
past their SLA
FAILED
0
automations
ONB-2291Amara OkaforCompliance review6H
ONB-2288Daniel WuManager review3D LATE
ONB-2285Rachel OseiEquipment & accountsON TRACK
Which onboardings are overdue, and who is holding them up?ASK
04 — The unglamorous part

A duplicated offer letter is worse than no software at all.

Most of the engineering here is not the drag-and-drop editor. It is making sure that when something goes wrong — a crash, a retry, two people clicking at once — the outcome happens exactly once and the record says why.

We treat that as a feature, because your trust depends on it.

01

Actions run once, even when everything retries

Every email, document and payment hand-off carries a key tied to the occurrence that caused it. A reminder that should fire twice does. A delivery retried three times does not.

02

A finished record keeps the rules it was decided under

Published versions cannot be edited — not by an admin, not by a support engineer, not by a migration script. Change the process tomorrow and last year’s decision still reads correctly.

03

History is added to, never overwritten

A correction is a new entry beside the old one. When someone asks why a decision was made, the answer is in the record rather than in somebody’s memory.

04

Your data leaves as easily as it arrived

Responses, files, schemas and audit history export in standard formats. Built on managed PostgreSQL, with no proprietary database layer to unpick.

05 — Where AI sits

AI proposes.
The platform decides.

Generating questions is table stakes — your existing form tool probably does it already. The difference is what happens to the proposal next.

Everything a model suggests is checked against the rules before it can run: references resolved, permissions verified, unreachable steps rejected, sensitive fields caught. Nothing it writes is executable, and nothing reaches your records without a person saying yes.

PROPOSED

Route claims over £1,000 to finance after the manager approves.

checked before it can run
Threshold reads a currency field, not a text one
Someone with approval rights actually exists
Claims between £100 and £1,000 have no route — needs your decision
06 — Start from a pack

Two places we know the work cold.

A pack is not a form template. It is a working process — the stages, the approvals, the messages, the documents and the measures that the job actually needs.

Church & nonprofit operations

High coordination, small teams, real safeguarding obligations.

Worker onboardingClass certificationVolunteer registrationBenevolence requestsEvent registration

Safeguarding checks are recorded by reference, not stored here. The process waits for the check; your platform never holds the certificate.

Employee & contractor onboarding

Repeated handoffs, documents, approvals and reminders, every single hire.

New starter intakePolicy acknowledgmentEquipment requestsOffboardingExpense approval

Payroll and right-to-work data is visible to HR and nobody else — the hiring manager sees the role, not the identification number.

Browse all 88 packsNineteen categories. Each one carries its own approvals, retention floor and escalation path.

LIGHTHOUSE PROGRAM · 8–12 ORGANIZATIONS

Bring one process you are tired of running by hand.

We map what you do now, build the first version with you, and run it alongside your current way for a few weeks. You keep the numbers either way: time to launch, cycle time, manual touches, what failed.

30 min

From describing a process to a live version collecting real submissions.

Paid

Early and honestly, so we learn what this is actually worth to you.