Workflow Automation & Data Visualization for Progress Podio™
Automate the Drudgery to save Time, Money, and your Sanity
With Progress Podio workflow automation, you can automate key tasks and set up triggers for essential time-sensitive actions. Progress Podio workflow automation is so comprehensive that you are able to turn Progress Podio into a much more sophisticated, dynamic, business management system.
Automate your Processes
Create workflows to automatically create or update records, assign tasks, and send customized email notifications to customers when records are updated according to your business rules.
Enforce Compliance
Get notifications when any record in Progress Podio is updated and violates your business rules, and trigger workflows when time-sensitive records reach or exceed their target dates.
Visualize your Data
Get visual feedback in real-time by turning any report into a graph or chart to display in any workspace or app, or even in specific items if you want a dashboard app right inside Progress Podio.
Building Workflows requires a Big Screen
Progress Podio Workflow Automation Features
Workflow Builder
Design your workflows based on your specific business processes. Each workflow has a Trigger, Filter, and Action.
You can trigger workflows when items are created or updated in Progress Podio, and filter on field values and other conditions.
Each workflow can perform a variety of actions, including creating new items, updating items, assigning tasks, sending emails, etc.
Date Triggers
Not only can you design workflows based on activity within your Progress Podio apps, but also on item date fields, like due dates, follow-up dates, etc.
Date-based workflows are triggered every day and only act on those items who's date fields match your predefined conditions.
Generate PDF's
You can generate PDF documents on the fly using your Progress Podio data and attach them to the current Progress Podio Item.
These PDF's can also then be attached to emails in email actions to send to your customers. Useful to generate Invoices, Purchase Orders, Confirmations, and anything else you can think of.
Send Emails
As an action from any Flow, you can send rich text emails to external contacts. You can use the email editor to create beautiful emails that contain any data you would like to include from your Podio items.
Not only can you send emails, but replies to these emails can trigger additional flows to file and/or act on those replies.
Send SMS Texts
With Mobile being everywhere these days, no automation solution would be complete without the ability to send SMS Texts. Your Flows can send Text Messages to mobile phones and can include your Podio data.
Not only can you send SMS Texts, but replies to these Texts can trigger additional flows to file and/or act on those replies.
Embed in Website
Embed any Progress Podio Item or App Table View directly on your website. For Views, you can also allow visitors to click through to the detail view of each item.
By simply pasting a small script tag into your website source, you can expose parts of any app, and effectively use Progress Podio as a simple Website Content Management System (CMS).
Image Charts
Add some eye candy to your Progress Podio workspaces by converting any report widget into a chart or graph, including bar charts, line graphs, pie charts, gauges, etc.
These charts can be inserted into any workspace or app image widget, or into any app item's image field, making it easy to create dashboard apps right inside Progress Podio.
Intelligent Email Buttons
You can easily insert intelligent buttons and links into emails that, when clicked, will execute a flow and show the contact a message.
These message pages can be daisy-chained to allow external contacts to make multiple selections, each one triggering it's own set of actions.
Data Feeds
Need to get your data out of Progress Podio? You can easily turn any app into a data feed in JSON or XLM for use in third-party integrations.
Feeds can contain any of the fields of your app with specific filtering conditions, allowing you to control what data the third-party apps have access to.
Progress Podio Workspace
Join our workspace on Progress Podio and be part of a community of Progress Podio workflow automation users who are all pushing business process automation to the limit.
Since the possibilities are nearly endless, it can be helpful to see how others are automating their businesses in Progress Podio, and to compare notes with them.
Building Workflows requires a Big Screen