A Growing Library of
Workflow Blueprints.

Professional workflows built to increase revenue and managed by your staff— no programming required.

Workflow Studio V2.0 - Automate the Outcome Diagram

Learning Management

Manage education portals, credit tracking, and course delivery directly through the staff interface.

Rotating Ad Sales

Monetize your platform by selling automated, rotating advertisement slots across your digital ecosystem.

Member Microsites

Generate revenue through premium member listings featuring custom microsites and geo-location search.

Nominations & Elections

Automated board elections and candidate submission flows with full staff oversight.

Mentoring Program

Connect mentors and mentees through portals that track relationship milestones and progress.

Certification (CERT)

Handle multi-stage intakes with automated scoring—where even Zoom attendance can trigger instant certification processing.

Member Event Posting

Empower members to promote their own events via monetized submission workflows.

CE & Credits

Automate the tracking of Continuing Education credits and certification renewals for your members.

Grants & Bursaries

Manage the complex application, review, and funding cycles for fellowships and financial aid.

Member Directory

Launch searchable directories reflecting real-time data managed by staff in the AMS.

Shift Management

Matches professionals to open shifts to reduce short-staffing while increasing member earning power.

Job Boards

Monetized career centers where industry employers pay to find opportunities and members find careers.

Bilingual Workflows

Deploy native EN/FR logic across all forms and communications with zero coding required.

Case Management

Secure workflows for Grievance and Dispute Management, ensuring ethical tracks stay organized.

Custom Services

Build your own unique future services.

Advanced Form Builder
Engine 01: The Interface

Capture data that's
actually useful.

Our advanced form engine is built for complex operations, allowing you to capture, validate, and process data in real-time with zero friction.

  • AMS Integration: Native connection to core AMS fields or create custom fields instantly.
  • Payment Ready: Connect to any provider to securely process dues, fees, or donations.
  • Advanced Search: Smart lookup controls make complex data entry a breeze for any user.
  • Plug & Play: Securely embed your custom forms on any website or CMS with one line of code.

Engine 02: The Heartbeat

Self-Aware Logic for a 360° Member View.

Empower your staff to build complex association-centric workflows using common-sensical terminology. Our platform hides the heavy lifting, allowing non-IT professionals to automate operations with unprecedented efficiency.

01

Intelligent Triggers

Initiate instantly via web forms, real-time SmartList matches, or dynamic status changes.

02

Conditional Logic

Direct approval paths with sequenced states and if/then logic that knows your data.

03

Automated Actions

Auto-assign tasks, update member status, manage group participation, or publish to Partner APIs.

Workflow Studio Interface
Self-Aware Engine Live

Ready to automate your operations?

Build your first connected blueprint in minutes. No coding required.

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