Create a workflow to streamline new customer onboarding: collect documentation, verify identity, setup account credentials, schedule welcome call, and send automated welcome materials
Design a Know Your Customer (KYC) workflow to verify client identity, assess risk levels, collect required documentation, perform background checks, and maintain compliance records
Implement a contract review workflow including initial draft review, legal team approval, stakeholder feedback, revision tracking, electronic signature collection, and final document storage
Tell the AI what workflow you want to build. You can even upload an image of a flow or process diagram. The AI can also ask additional questions if it needs more information from you.
Workflow86 AI will analyze the requirements, develops a plan and then build the entire workflow including configuring every single step, action and component.
You can manually edit the workflow at any time or ask the AI to edit any individual step or the entire workflow at once. Just describe the changes, updates or improvements.