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Invent Workflows GuideA complete guide to designing, launching, and managing business workflows

Everything you need to know — from template design to task execution and tracking.

What is Invent Workflows?

A workflow automation platform that lets your organization design, launch, and track business processes — from client onboarding to approvals and document collection.

For End Users

  • Launch workflows from pre-built templates
  • Complete tasks — fill forms, approve requests, upload documents
  • Track progress across all your active workflows
  • Manage documents collected during workflow execution

For Administrators

  • Design templates with milestones, steps, and input fields
  • Build action flows using conditionals, parallel execution, and integrations
  • Manage permissions with role-based access control
  • Monitor analytics across all workflows
DurableZero lost progress — workflows survive any failure
Real-timeLive tracking of every workflow and task
EmbeddableDrop into any portal as a micro-frontend widget
Open APIsREST, GraphQL, and SSE — integrate with anything

Invent Workflows Guide