Workflow & Automations
Create custom workflows in minutes, execute them collaboratively, and automate the tedious parts with no-code rules, buttons and AI actions.
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A workflow that moves forward on its own
A form at the entrance, your own states along the way and an automation at every handover: each request reaches the right person at the right time, and nobody has to chase anyone.
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Requests come in ready to process
A form turns each request into a card with its fields filled in, and a rule assigns it to the right person straight away.
Forms -
People decide, automations follow up
The rule waits for an approval, then picks up where it left off and passes the order on to your other tools.
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Nothing is left hanging
When the work is done, the card is closed and the requester is notified, without a single reminder to send.
Build the workflow that fits your process
Lay out the steps of your process, let the cards compute what they need and collect requests wherever they come from, including by email.
See your whole process at a glance
Each state of your workflow becomes a column of the board. Cards move from one step to the next as the work progresses, and every move can trigger an automation.
- Columns based on any field: state, labels, members, milestones
- Drag and drop cards from one step to the next
- WIP limits to spot bottlenecks before they slow you down
Let the cards do the math
Compute a cost, a deadline or a score from the other fields of the card. The formula editor guides you with its list of functions and a live preview of the result, so you no longer have to write formulas from scratch.
- Formulas combining the values of other fields
- Results updated automatically
- Values you can use in filters, charts and automations
Turn emails into cards
Not every request comes through a web form. Let people send theirs by email and each one lands in your workflow as a card, ready to be processed and automated like any other.
- Forms can also be submitted by email
- Requesters are notified of the progress of their request
- Use your own email server if you want
Automate your processes, without code
From a simple reminder to a multi-step business process, build the rules yourself and keep them all under control.
Gain time with automations
Do not waste time. Turn many tasks into a single rule with a specific trigger by creating an automation. Kantree’s automation engine is powerful enough for complex business processes while remaining accessible to operational teams.
- Avoid tedious recurring tasks and reduce bottlenecks
- Create your own rules and as many as you like
- 100% no code, with advanced conditional logic
- Add AI actions to read, summarize, classify or generate content
Powerful enough for your most complex processes
Kantree automations go far beyond "when this happens, do that". Each rule is a small program that you build visually: it can branch, repeat, remember values, wait for someone and talk to other systems.
Chain as many actions as you need, test conditions to follow one branch or another, loop over a list of cards and keep values in variables to reuse them further down.
A rule can pause until someone gives their input (an approval, a choice, a missing piece of information), then carry on with the answer.
A rule is not confined to its workspace: it can create, update or move cards in other projects, to hand the work over from one team to the next.
Call the API of your other tools from any rule, to send them data or to trigger what comes next in your information system.
Let AI handle the repetitive thinking, under your control
Kantree’s AI is designed as help first: it understands natural language, uses the actions available in Kantree, and fits inside your existing automations instead of replacing team judgment.
- Ask the assistant from a workspace, a card or a comment area
- Use AI automation actions to fill fields, create cards or publish comments
- Analyze files and images when your configured provider supports it
- AI acts only on explicit requests and avoids destructive operations
Be simply efficient!
Visualize all your automations in a single place.
- Configure all your automations for a specific workspace from a single view
- Check the status of a particular automation on cards directly
- Get notified when specific actions occur
There's definitely a template for you
Start in a few clicks with our templates
Ready to give it a try?
Start your free trial in a few minutes, or let us show you how Kantree fits the way your team works.
- 15-day free trial
- No credit card required