Nutrient Workflow User Conference 2025 Agenda
1:00 - 4:00
Nutrient Workflow learning lab and discovery center
4:30 - 6:30
Cocktail hour and welcome reception
Sponsor:
7:00 - 10:00
Pirates vs. Nationals — PNC Park
9:00
Room A
Welcome, introductions, and opening remarks
9:20
Various rooms
Nutrient Workflow speed dating
10:30
Break
10:45
Room A
Session I — Basic form and process building
Learn the basics of form and process building for Nutrient Workflow beginners.
Room B
Session I — Getting the most out of task assignments
This session will focus on task recipient rules that reference form and user data to make assignments.
Room C
Session I — Power Automate Connector and Zapier integration, oh my!
This class takes you on a tour of third-party integration tools — Power Automate Connector and Zapier — and explores options of integrating other software/services with Nutrient Workflow.
Nutrient Workflow learning lab and discovery center
Noon
Lunch
1:00
Room A
Herbert Insights & Innovations presentation — Finding the why
Every successful business process improvement project starts with asking “Why are we doing this? Why do we need to automate, improve, or transform?” Identifying that “why” gives purpose to the entire journey. It aligns stakeholders, motivates teams, and ultimately shapes the way a workflow solution is designed and implemented. When you understand your “why,” every decision — from process mapping, to selecting KPIs — falls into place.
2:00
Room A
Session II — Summary report: Explore task, chart, and custom reports
This session will focus on using our reporting component to show key metrics, like how long tasks take to complete and how to present that data visually. We’ll also explore how to directly query the database for request and task names.
Room B
Session II — The MSC Cruises workflow journey!
Room C
Session II — Grids to DOCX: Invoice intake and generation
This course will focus on using JavaScript to create dynamic grids and explore advanced grid features. Additional topics include integrating grid data with Office Templating to generate documents, and preparing grid data for Workflow Automation reports.
Nutrient Workflow learning lab and discovery center
2:45
Break
3:00
Team building challenge
9:00
Room A
Welcome back and Workflow Automation roadmap
9:45
Room A
Session III — Invoice processing at Yellowstone Landscape
How the United States largest landscaping company streamlined its processes with Nutrient Workflow, while being integrated with several other systems to process thousands of invoices a month.
Room B
Session III — Improving the rework loop: Forms, counters, hidden fields
Discover various ways to configure your workflow forms and processes to enlighten the user experience. Examples will be used to bolster your workflow knowledge base.
Room C
Session III — The technical roundtable
Get an exclusive behind-the-scenes look at how Nutrient Workflow works — sit down with our tech, support, and development teams, and have all your technical questions answered!
Nutrient Workflow learning lab and discovery center
10:30
Break
10:45
Room A
Session IV — Sorting out success: Requirements and collaboration
Presented by Herbert Insight & Innovations
This interactive presentation introduces a fun and engaging game designed to highlight the critical elements of successful requirement gathering and planning. Participants will work in teams to solve complex problems from evolving instructions, reflecting on real-world challenges such as unclear requirements, changing priorities, and diverse stakeholder needs.
Room B
Session IV — Understanding how roles and permissions work
Eliminate any confusion to ensure you follow best practices when delegating tasks or access throughout your instance.
Noon
Lunch
1:00
Room A
Session V — LANL customer presentation:
From parking tickets to plutonium
Room B
Sessions V and VI — Advanced API
An overall education of what APIs are and how to use Nutrient Workflow REST API to make your data flow in and out of Workflow through automation.
Nutrient Workflow learning lab and discovery center
1:45
Room A
Session VI — Village for Vets customer presentation
Streamlining operations and enhancing compliance: How Nutrient helps with service delivery for Village for Vets.
2:30
Break
2:45
Room A