Automate workflows, approvals and handoffs across every department, then run projects, milestones and delivery SLAs from kickoff to sign-off — so work moves to the next step without anyone chasing it. The Flow-Cognition Agent keeps delivery on track, nudging the next step before an SLA is missed.
Workflows · Projects · SLAs · Resource planning
Orchestrate the work that fulfils what Sales sold — end to end.
The essentials your teams reach for every day — each backed by real objects in the platform.
Trigger, condition and action workflows for approvals, reminders and handoffs, built without code.
Projects, milestones, sprints, tasks and statements of work — from kickoff to sign-off.
Timesheets, capacity planning and assignments put the right people on the right work.
Change requests, formal acceptance, delivery SLAs and milestone-based invoicing.
20 objects power Business Process Automation. Filter by department or search to find exactly what you need.
Run each customer implementation end to end, from kickoff to go-live, with full visibility.
Break delivery into checkpoints tied to billing and customer sign-off.
Capture logged effort per person so billing and utilisation are accurate.
Control scope changes with impact, cost, and approval before work begins.
Track each promised output to completion and customer acceptance.
Handle operational requests raised during delivery against an SLA.
Plan and track agile sprints so teams deliver in predictable increments.
Map what blocks what so delivery risks surface before they bite.
Record formal customer sign-off that a deliverable meets its criteria.
Balance available hours against demand so teams are neither idle nor overloaded.
Break work into assignable, trackable units that roll up to milestones.
Allocate the right people to the right projects for the right period.
Define scope, terms, and value in a signed statement of work delivery works against.
Log and resolve problems that arise during delivery before they hit the customer.
Trigger billing at the delivery checkpoints the contract ties payment to.
Define and hold the delivery-time promises made to the customer.
Give the customer and leadership a consistent, on-time view of delivery health.
Track planned versus actual project spend so delivery stays profitable.
Maintain the master record of delivery people, their skills, cost, and availability.
Keep every project artefact — SOWs, plans, test reports — organised and findable.
Build table and pivot reports on any object, group and aggregate, then schedule them to land in inboxes automatically.
Flat rows-and-columns grid — one row per record. Best for record-level auditing, raw data review, and exports.
Cross-tabulated matrix with Fields, Columns, and Rows axes. Best for management summaries and cross-dimensional comparison.
A real loop on your Business Process Automation data — sense, decide, act — grounded in your records and governed by default.
Reads the live state of every workflow, task, approval and project.
Detects bottlenecks, predicts SLA breaches and chooses the right route.
Triggers the next step, escalates, reassigns and closes the loop automatically.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Any process built from triggers, conditions and actions — approvals, reminders, handoffs and escalations — all without code.
Yes. Projects, milestones, sprints, tasks, delivery SLAs and milestone-based billing all run from kickoff to sign-off.
Yes. A workflow can be triggered by any event on the platform — a won deal, a new ticket, a paid invoice — and act across CRM, Communication and Custom Applications.
In India. Office24by7 is DPDP compliant, with role-based access and a full audit trail on every action.
Every object and report above is live in the platform. Start free, or let us map it to how your team works.
The node categories and agents that power BPA — Automation. Explore them all in the node catalog.
