Blog Post

Visual Workflow Designer

Jonathan D. Rhyne
Illustration: Visual Workflow Designer

Visual Workflow Designer from Nutrient Workflow

visual workflow designer

With our visual workflow designer , you can quickly design and launch business workflows that improve your department’s efficiency and productivity. That means no more confusion with staff about what to do and an end to check-up emails, Excel spreadsheets, shared documents, or paper forms to manage your processes. Dramatically improve the turnaround time of any internal business process with alerts, reminders, task assignments, escalations, group approvals, and more.

For Business Users/Citizen Developers

Nutrient Workflow is designed for use across the entire organization. Business users in any department can quickly build and launch processes in a few days. Our visual process builder and testing tools allow process designers to quickly walk through an entire process and ensure everything runs as expected. Quickly build smart forms to capture information, assign tasks, and set up alerts/reminders to ensure other team members complete their tasks.

For IT and DevOps Teams

Technical staff can extend processes with dynamic forms, database access, and integration. Use JavaScript, CSS, or SQL to add complex functionality to processes and forms. Leverage our open REST API to push and pull data between any system with an API.

Important Features of a Workflow Designer

  • Assign tasks and actions

  • Collaborate on tasks and requests

  • Copy, export, and version processes

  • Create child processes

  • Create simple or complex business rules

  • Create single, group, or multi-tiered approvals

  • Low-code, drag-and-drop building environment

  • Run parallel or sequential flows

  • Set up reminders, customizable notifications, and time-outs

  • Share the entire process flow with users

  • Test run processes

Workflow Automation

When a powerful workflow design tool is paired with an equally powerful workflow engine, you can scale your business improvement initiatives rapidly.

Using a drag-and-drop interface to add and arrange tasks, automated workflows can be planned and designed visually to either simulate or improve upon existing processes. In most cases, the process is illustrated in a static format and reviewed by all stakeholders for accuracy. Once the workflow design is finalized, work begins using the workflow designer to build the actual process, including forms, tasks, recipients, alerts/notifications, etc. This is done using workflow automation software that includes pre-built tasks that can be arranged and connected.

New call-to-action

Considerations for a Workflow Design and Automation

Starting a workflow design project can be a small, focused effort or a broader effort that spans several departments or business units. 

  • Strong executive support and ongoing communication from the top make the priority of the workflow project clear to everyone.

  • Allocation of sufficient resources for the design and management effort.

  • A formal workflow improvement plan and toolset so that everyone speaks the same language and all process teams produce the same results.

  • A clear approval process for implementing workflow changes.

  • The initiative must be run like a business project with defined responsibilities and milestones.

See Nutrient Workflow’s Workflow Designer in Action

We have a library of resources to help you on your journey to an automated purchasing workflow.

  • Workflow Tools and eBooks

  • Workflow Ideas Weekly Email Newsletter

  • Product Videos

  • Request a Live Demonstration

Author
Jonathan D. Rhyne Co-Founder and CEO

Jonathan joined PSPDFKit in 2014. As CEO, Jonathan defines the company’s vision and strategic goals, bolsters the team culture, and steers product direction. When he’s not working, he enjoys being a dad, photography, and soccer.

Explore related topics

Share post
Free trial Ready to get started?
Free trial