Documentation Index
Fetch the complete documentation index at: https://docs.elementum.io/llms.txt
Use this file to discover all available pages before exploring further.
February 2026
AI Agent Orchestration
Starting Actions for Agents - Pre-configured action chips appear in chat before a user’s first message, with optional inline forms to collect inputs.Copy Agent Tools - Duplicate or move tools across agents within an app, with auto-generated names to prevent conflicts.Voice Agent Model Configuration - Select the model powering voice experiences over the phone, including OpenAI GPT-4o Mini and xAI Grok 4.1 Fast.Show Tool Calls in Chat - Real-time visibility into when agent tool calls are running and completed.Workflow Automation
Run an Automation Button - Add custom buttons to record layouts to trigger workflows, with custom labels, icons, integrated pop-up forms, and live status updates.Reorder Actions - Drag-and-drop handle to reorganize automation actions and Logic blocks, with real-time validation and an Undo button.Application Design
QR Code Scanning Support - Contextual QR scanning directly within record fields, with downstream automations to parse the data across the record.Multi-Factor Authentication - TOTP-based MFA using apps like Okta, 1Password, or Google Authenticator to protect against compromised passwords.Activity Log Refresh - Consolidated timeline across Support, Tasks, and App Admin records with searchable entries and click-to-expand before/after views.
January 2026
AI Agent Orchestration
Copy Agent Configuration - Duplicate existing agents with complete configurations for rapid deployment and iteration.Field Filtering for Record Search - Select specific fields in record searches to improve agent performance and manage context windows.Workflow Automation
Service Account Management - Securely manage non-human access with automatic permission validation and access warnings.
December 2025
AI Agent Orchestration
MCP Tool Protocol - Standardize how agents run actions between systems with a unified protocol.A2A Self-Signed JWT Auth - Flexible authentication for agent-to-agent communication with automated key rotation.Bedrock Agent Management - Orchestrate specialized AWS agents alongside your existing fleet.Custom OpenAI Endpoints - Use your approved OpenAI or Azure endpoints globally without changing workflows.Reasoning Effort Control - Adjust AI reasoning depth from minimal to high for complex, multi-step tasks.Workflow Automation
Email Attachments - Send generated reports and files directly from automation workflows.Interventions Dashboard - Monitor automation failures with metrics, alerts, and admin notifications.Out-of-Office Status - Automatically skip unavailable users in assignment workflows.Slack Message Triggers - Start automations from Slack messages with full content and metadata access.API-Powered Elements - Dynamically fetch real-time data from external APIs in your fields.
November 2025
AI Agent Orchestration
Embedded Flow Agents - Build intelligent workflows by embedding agents directly into your Flows.Secure Portal Operations - Agent tools execute with current user permissions for secure, portal-ready workflows.End-to-End Agent Workflows - Server agents now handle complete workflow execution from start to finish.Snowflake Agent Management - Manage and scale your agent operations seamlessly through Snowflake connections.Workflow Automation
Simplified File Processing - Connect File Readers directly to Data Mining without additional App Record setup.Streamlined Trigger Configuration - New intuitive UI makes automation trigger setup faster and easier.
October 2025
Integrations
OAuth Support - Seamless OAuth authentication for secure API integrations.Flexible API Formats - Support for XML and plain text in API requests.Collaboration
Slack Integration - Instant answers and agent integrations directly in Slack.AI Agent Orchestration
Language Routing - Automatically route voice calls based on caller language.Agent Task Automation - Trigger and assign agent tasks through workflows.Automated Calling - Start agent phone calls directly from automations.Multi-Agent Orchestration - Enable agents to delegate tasks to other agents.Workflow Automation
XML Processing - Process XML files within automation workflows.Webhook Support - Handle webhook payloads in automation triggers.Script Execution - Execute JavaScript scripts within automations.
September 2025
AI Agent Orchestration
Voice Agent Enhancements - Idle messages to keep callers engaged and custom start messages for agent tools.Workflow Automation
Real-Time Notifications - Automate real-time notifications for key users.
August 2025
AI Agent Orchestration
Multilingual Voice Agents - Voice agents support additional languages including Chinese, Korean, and Thai.Workflow Automation
Phone-Based Workflows - Launch workflows via AI agent phone calls for real-time assistance.Notification Controls - Configure notification settings at the app level.Related Items Discovery - Find related items in automations with flexible filtering and sorting.Enhancements
Granular Permissions - Manage roles and permissions at the individual app level.
July 2025
AI Agent Orchestration
Agent Automation Triggers - Agents can trigger automations directly for streamlined execution.Application Design
Streamlined Setup - App creation wizard with optional access policy configuration.Agent-Driven Workflows - On-demand automation triggers for agent-driven deterministic workflows.Inline Editing - Edit rich text fields directly in List View.Email Automation - Automate custom email notifications with dynamic content.BI Integration - Create views for seamless BI tool integration.Enhancements
Collaboration
Enhanced Messaging - Threading, reactions, and editing for better communication.Activity Tracking - Track creation details and changes for better visibility.Shared Dashboards - Admins can manage and share dashboards across users.
June 2025
AI Agent Orchestration
AI Agents - Incorporate AI agents into your workflows and business processes with natural language design and workflow integration.Application Design
Workflow Health Monitoring - Quickly assess workflow health with visual indicators and detailed run history.AI-Powered File Processing - Extract and query data from files using AI for dynamic automation workflows.Validation Tools - Identify and handle broken value references in automations.Expanded AI Support - Support for OpenAI GPT 4.1.Enhancements
User Experience
Streamlined Preview - Faster record data preview with fewer clicks.Enhanced Triggers - Improved trigger management capabilities.
May 2025
Workflow Automation
Organizational Hierarchy - Access user’s manager information in automations for dynamic workflow routing.Flexible Relationships - Multi-select dropdowns to support many-to-many data relationships.File Processing - Unzip files in automations and process individual files from archives.Expanded AI Support - Support for OpenAI GPT models.Enhancements
Workflow Automation
Graceful Error Handling - Handle API failures elegantly within workflows.Automatic Metrics - Automation savings metrics are now saved automatically.Loop Controls - Reference first and last iterations when processing loops.
April 2025
Workflow Automation
Text Processing - SPLIT function for processing text data in automation calculations.Approval Exceptions - Exception option in approval processes to trigger specific workflows.User Interaction Controls - Lock records during automation to improve user experience and prevent conflicts.Flexible Timeout Settings - Configure inactivity timeouts separately for desktop and mobile users.Alternative Identifiers - Support for non-email identifiers in Single Sign-On.Enhancements
Workflow Automation
Performance Controls - Configure automation triggers for enhanced performance.Simplified Configuration - Click-to-add actions and triggers for faster workflow setup.
March 2025
Configurable Session Timeouts - Set custom inactivity timeouts with separate settings for desktop and mobile users.Flexible User Identification - Choose how users are identified in SAML—by email or external ID.Application Design
Approval Exceptions - Exception handling for more flexible approval workflows.Automation Control - Prevent specific updates from triggering automation chains.Enhancements
Workflow Automation
Simplified Configuration - Click any action to add it directly to your workflow.Real-Time Visibility - See active automations mid-progress on record details and list views.Enhanced Stage Layouts - Improved stage layout management with better guidance and navigation.User Experience
Streamlined Details - Cleaner Record Details page with improved focus.Clear Hover States - Better visual feedback for ID fields across all views.Organized Settings - Display settings relocated for easier access.
February 2025
AI Capabilities
DeepSeek R1 Support - Cost-effective reasoning model for complex analytical tasks.OpenAI o3-mini - Enhanced problem-solving with improved efficiency and speed.Analytics & Reporting
Modernized Dashboards - Refreshed design with improved layouts and enhanced readability.Application Design
Flexible Layout Options - More flexible positioning for related items in record layouts.Redesigned Approvals - Updated approval interface with clearer status indicators.JSON Field Type - Store and work with structured JSON data directly in records.Workflow Automation
Automated Reporting - Generate custom reports automatically at key workflow stages.File Upload Workflows - Send files to external systems via automation actions.Data Management
Bulk Operations - Manage multiple relationships simultaneously for efficient data maintenance.JSON Processing - Process JSON files and API responses in automations.Integrations
Flexible Authentication - Configure custom headers for OAuth-enabled API requests.Custom Email Domains - Send emails from your organization’s domain for improved deliverability.Advanced Features
Custom Functions - Define custom functions for sophisticated data processing.
January 2025
Application Design
Related Record Workflows - Find and retrieve related records in automations for dynamic workflows.Improved Settings - Enhanced visibility for display settings controls.Enhanced Date Selection - Quick navigation to distant dates with improved date picker.Modernized Interface - Refreshed configuration interface with clearer organization.Filtered Selection - Filter available records when creating relationships for faster connection.Workflow Automation
Unified Approval Workflows - Consolidated approval trigger for simplified configuration.Consistent Builder Experience - Unified automation interface across the platform.Approval Context - Access approval details directly in workflow triggers.Enhanced API Integration - Better handling of API responses in automations.Data Management
Configuration Interface - Dedicated interface for managing table settings.Integrations
OAuth Support - Secure integration with modern APIs using OAuth 2.0.Teams Integration - Send automated messages directly to Microsoft Teams channels.User Experience
Quick Preview - Preview Kanban cards without leaving board context.
December 2024
Application Design
Self-Assignment - Automatically assign new records to their creator.Consistent Processing - Unified behavior across all record creation methods.Resizable Previews - Adjust preview panel width to optimize screen space.Enhanced Error Pages - Clearer guidance and helpful navigation for errors.Automatic Recovery - System automatically maintains data infrastructure integrity.Default Protection - Configure fields to be locked by default for security.Data Governance - Visibility into data storage locations for governance and troubleshooting.Workflow Automation
Protected Field Updates - Automations can update locked fields while maintaining user restrictions.Integrations
Dynamic API Integration - Pass record data dynamically to external systems.Mobile Experience
Enhanced Navigation - Improved mobile navigation with faster transitions and better touch interactions.User Experience
Task Management - Improved interface for managing background operations.
November 2024
Application Design
Stage-Based Layouts - Customize record layouts for each workflow stage to focus users on relevant information.Enhanced Image Editor - Improved editor with persistent preferences across sessions.Mobile Navigation - Enhanced mobile experience with better touch targets and streamlined menus.Workflow Automation
Approval Metadata - Access approval completion details in automation triggers.Data Management
Complete Excel Support - Support for all Excel file types for automated data extraction.Enhanced Processing - Better handling of unstructured spreadsheet data.Surveys
Flexible Survey Editing - Remove and restructure survey pages without rebuilding.
October 2024
Analytics & Reporting
Unified Dashboards - Combine data from multiple applications on a single dashboard.Optimized Exports - Report images automatically optimized for easy sharing.Application Design
Access Controls - Appropriate user visibility based on access boundaries.SLA Management - Configure service level agreements with detailed tracking.Smart Assignment - Automatically assign work based on team availability and workload.Enhanced Bulk Uploads - Faster processing for high-volume data imports.Workflow Automation
Dynamic Assignment - Automate work routing based on workload and availability.Comment-Based Triggers - Trigger workflows when comments are added to records.User Experience
Optimized Images - Images automatically sized for optimal performance.Persistent State - Kanban column selection remembered across sessions.
September 2024
AI Capabilities
Expanded AI Models - Additional AI model options to optimize for accuracy, speed, or cost.Mistral Large 2 Support - Strong multilingual performance and reasoning capabilities.OpenAI o1-mini - Advanced reasoning model for complex problem-solving.Llama 3.2 Support - Latest generation of open-source AI with improved performance.Analytics & Reporting
Image Galleries - Add organized image galleries to custom reports.Professional Exports - PDF exports maintain formatting for professional sharing.Application Design
Enhanced Performance - Faster page loads across list views and dashboards.Legacy Format Support - Support for older document and spreadsheet formats.Workflow Automation
Performance Improvements - Faster workflow execution with reduced latency.
August 2024
AI Capabilities
Jamba Model Support - Extended context window ideal for processing large documents.Analytics & Reporting
Time-Series Analysis - Create charts with flexible date/time-based grouping.Widget Editing - Modify dashboard widgets without recreating them.Application Design
Data Protection - Safeguards prevent accidental data loss when creating records.Advanced Calculations - Reference calculated fields within formulas for sophisticated logic.Flexible Calculations - Run calculations on dynamic dropdown relationships.Smart Configuration - AI service options automatically filter to supported models.Enhanced AI Access - Access to latest AI capabilities regardless of primary data region.Faster Loading - Optimized record loading for quicker page loads.Workflow Automation
Advanced Filtering - More precise control over workflow triggers and actions.Context-Aware AI - Dynamic AI categorization that adapts based on record data.Multi-Value Processing - Process multi-select dropdown values individually in workflows.Data Management
Hybrid Data Access - Real-time transactional data access capabilities.Consumption API - Programmatic access to consumption data for custom reporting.
July 2024
AI Capabilities
GPT-4o Mini Support - Cost-effective AI model option ideal for high-volume operations.Llama 3.1 Support - Access to latest open-source AI capabilities with enhanced reasoning.Analytics & Reporting
Consistent Report Exports - Preserved formatting across exported documents.Application Design
Enhanced Reliability - Improved data sync reliability with automatic reconnection handling.Customizable Kanban - Choose which fields display on Kanban cards for at-a-glance context.Improved Navigation - Hyperlinks open in new tabs to maintain context.Flexible Picklists - Update dependent picklist values while maintaining validation.Filter Management - Modify existing saved filters as needs evolve.Approvals
Improved Delegation - Enhanced interface for managing approval coverage.Workflow Automation
Automation Visibility - Visual indicators show when automations are actively running.Data Management
High-Volume Processing - Support for enterprise-scale data migrations and batch processing.Expanded Capacity - Comprehensive results for large datasets and high-volume scenarios.Integrations
Enhanced Security - Private key authentication for improved security and compliance.User Experience
Faster Navigation - Instant section access with improved navigation bar.
June 2024
Analytics & Reporting
Enhanced Reports - Add related items and images to custom reports with professional layouts.Complete Report Exports - Exported reports include all visual context for complete documentation.Application Design
SLA Tracking - Set service level agreements for workflow stages to measure velocity.Branded Communications - Configure branding for external notifications.Workflow Automation
Enhanced History - Better visibility into automation execution for troubleshooting and auditing.Simplified Updates - Update multiple fields in a single automation action.Data Management
AI Template Mapping - Create file reader templates with intelligent AI-suggested field mappings.Shareable Templates - Include complete data ingestion workflows in marketplace templates.Integrations
Performance Improvements - Faster data retrieval for external system integrations.User Experience
Consistent Filtering - Full filtering capabilities across all view types.Collaboration
Participant Management - Granular control over external chat conversations.
May 2024
AI Capabilities
Dynamic AI Classification - AI classification with live data and full auditability.AI Q&A - Ask natural language questions about records and get AI-generated answers.Expanded AI Models - Additional AI model options to match performance and compliance needs.GPT-4o Support - Faster processing with cost efficiency across AI-powered features.Enterprise AI Integration - Run AI entirely within your cloud environment for enhanced security.AI Cost Visibility - Track AI usage costs alongside ROI calculations.Analytics & Reporting
Custom Report Designer - Create highly customized report layouts from multiple data sources.Application Design
Dynamic Relationships - Define flexible automatic connections between records using filters.Enhanced Editor - Advanced formatting capabilities for professional documentation.Advanced Formatting - Custom number display formats for cleaner, more readable data.Expanded Filters - More precise control over chart data and time ranges.Persistent Preferences - Automatically save and restore filter selections across sessions.Data Management
Widget Configuration - Configure sort order for dashboard widgets.Document Processing - Automated data extraction from Word documents.Inline Editing - Make changes directly within aggregated data views.User Experience
Enhanced Task Management - Sort and filter work across all applications to prioritize effectively.
April 2024
AI Capabilities
AI Conversation Summaries - Generate instant summaries of conversation threads.AI Document Extraction - Automatically extract structured data from document images.AI Anomaly Detection - Automatically detect anomalies and outliers in data patterns.Explainable AI - AI classification with transparency into reasoning and decision-making.AI Contract Analysis - Automatically extract key terms from contracts for compliance.Application Design
Multi-Level Dropdowns - Create complex dependent dropdown chains for guided selection.Smart Filtering - Show users only relevant options based on their attributes.Quick Record Creation - Rapid creation of related records directly from current record.Customizable Sorting - Control display order of dropdown values.Advanced Filtering - Comprehensive filtering with complex logic and saved presets.Data Management
Enhanced Filtering - More precise control over data views and analysis.Integrations
Enhanced Security - Improved authentication for cloud data connections.Historical Tracking - Track changes to consumption rates over time.User Experience
Kanban View - Visual board view for workflow and project management.
March 2024
Application Design
Usage Alerts - Proactive alerts about platform consumption within the Flow Designer.Task Queue Visibility - View all background tasks with progress tracking.Approvals
Enhanced Approval Context - Preserved formatting in approval fields for better readability.Workflow Automation
Email Attachment Processing - Automatically process and associate email attachments with records.Data Management
Enhanced Error Handling - Clear diagnostics and automatic cleanup for failed operations.On-Demand Validation - Validate configurations before activating scheduled execution.Data Relationships - Create connections between aggregated and detailed data.Integrations
Cross-Platform Analytics - Work with data across multiple cloud connections simultaneously.Flexible Pricing - Configure consumption rates to align with business value.
February 2024
AI Capabilities
AI Summarization - Automatically summarize multiple field values into concise summaries.AI Classification - Automatically classify and categorize records using AI.Application Design
Inline Testing - Test and validate calculated fields directly in the configuration interface.Precise Time Calculations - Support for exact hour and minute calculations in date fields.Dependent Dropdowns - Create nested dropdown relationships that filter options based on selections.Secure Data Storage - Store all conversation history with complete data control.Unified Workflow Editing - Modify automation logic directly within the Flow Designer.Approvals
Contextual Notifications - Include dynamic field values in approval emails for informed decision-making.Workflow Automation
Email Workflow Templates - Rapid deployment of email-to-record workflows.Marketplace
Configuration Management - Manage user assignments and permissions for marketplace templates.Pre-Configured Filters - Templates include ready-to-use filtered views and reports.Advanced Templates - Include sophisticated data transformations in marketplace templates.Surveys
Survey Sharing - Export and import complete survey configurations.User Experience
Regional Preferences - Set preferred date format for regional display preferences.
January 2024
Analytics & Reporting
Application Dashboards - Create dedicated analytics dashboards with pre-configured charts and metrics.Template Analytics - Get insights from newly installed applications immediately with included analytics.Application Design
Persistent Preferences - Your task list preferences are preserved across sessions.Email Management - Add BCC recipients to automated emails for oversight and record-keeping.Personalized Notifications - Enhanced email notifications with sender identification.Multilingual Support - Translate field labels and dropdown values for global teams.Custom Styling - Add colors and icons to dropdown options for better visual identification.Secure File Storage - Store attachments with complete control and visibility.Approvals
Approval Templates - Export and import approval configurations with marketplace templates.Dynamic Approval Routing - Context-aware approval routing based on record data.Enhanced Approval Interface - Improved clarity and management of approval workflows.Workflow Automation
Template Automation - Import pre-configured automations with marketplace templates.Data Management
Redesigned Interface - Improved navigation and organization for data operations.Template Data Views - Deploy applications with pre-built data aggregation views.Complete Workflow Templates - Import complete data analysis workflows instantly.Marketplace
Communication Templates - Pre-built response libraries to accelerate communication workflows.Visual Flow Diagrams - Understand application structure before installation.Enhanced Marketplace - Improved browsing experience and categorization.Usage Alerts - Automatic notifications for platform consumption thresholds.User Management
Dependency Protection - Warnings about dependencies to prevent accidental disruptions.
December 2023
Background Processing - Long-running operations run in the background without blocking your work.Data Management
Record Export - Export individual records for sharing with external stakeholders.Template Flexibility - Configure imported templates to use your existing elements for consistency.Marketplace
Template Management - Administrative interface for publishing and managing templates.Template Catalog - Browse pre-built templates with search and preview capabilities.Guided Installation - Intuitive installation process for marketplace templates.Surveys
Advanced Survey Design - Create multi-page surveys with custom sections and instructions.
November 2023
Analytics & Reporting
Usage Dashboard - Track platform usage across workflows and data processing.Application Design
Usage Analytics - Monitor usage patterns and engagement metrics to optimize adoption.Custom Branding - Customize emails and surveys with your organization’s branding.Real-Time Collaboration - See updates from other users across all views without refreshing.Workflow Automation
Enhanced Automation Builder - More intuitive interface for creating complex workflows.Conditional Branching - Add switch-based conditional logic for multiple workflow paths.High-Volume File Processing - Process large files through automation actions.Dynamic User Management - Query and retrieve user information for dynamic assignments.Personalized Notifications - Create context-aware automated messages.Inline Calculations - Perform calculations directly within automation actions.External Data Integration - Connect to external systems for data transformations.Marketplace
Pre-Built Templates - Browse and install application templates for rapid deployment.Flexible Pricing - Configure consumption rates to align with business value.Surveys
Automated Reminders - Send reminder notifications to increase survey completion rates.Enhanced Survey Management - Improved administration interface for survey management.User Experience
Streamlined Admin Experience - Comprehensive improvements focused on ease of configuration.User Management
Automated User Provisioning - Automatically provision and manage users through your SSO provider.
October 2023
AI Management
Centralized AI Control - Configure which AI models are available for your organization.Enhanced Performance - Significant speed improvements for faster page loads across all applications.Improved Error Handling - Better troubleshooting information without blocking navigation.Workflow Automation
Advanced Record Operations - Query and update records within single automation actions.Data Management
File Processing - Import and process data from Excel files automatically.Surveys
Survey Builder - Create reusable survey templates integrated into workflows.Visual Survey Design - Configure surveys within the Flow Designer.Collaboration
Real-Time Updates - See record changes instantly without refreshing.
September 2023
AI Capabilities
AI Translation - Automatically translate text fields into multiple languages for global teams.AI-Powered Design - Get intelligent field recommendations when building forms.Flexible AI Integration - Choose between AI providers to meet security and compliance requirements.Application Design
No-Code Form Builder - Create custom intake forms with drag-and-drop interface.Comprehensive Audit Log - Track all changes and activities within applications.Flexible Workflows - Easily reorder workflow stages as processes evolve.Unified Task Management - View all assigned work in a single consolidated list.Safety Controls - Confirmation prompts for bulk operations to prevent accidents.Workflow Automation
Flexible Data Relationships - Control how automations structure data relationships.Batch Processing - Process large sets of data with looping automations.Collaboration
Group Mentions - Notify entire groups with @mentions.Environment-Based Security - Configure security requirements separately for production and testing.
August 2023
Analytics & Reporting
Flexible Visualizations - Configure chart types and axes for clearer insights.Application Design
Multi-Select Fields - Allow users to select multiple values in dropdown fields.Approvals
Parallel Approvals - Configure workflows where multiple approvers must approve simultaneously.Approval Data Protection - Automatically lock fields when approvals are submitted.Approval Delegation - Delegate approval authority to keep workflows moving.Enhanced Approval Experience - Role-specific views for requestors, approvers, and administrators.Workflow Automation
Precise Approval Control - Reference specific approval chains in automations.Cross-Application Updates - Update fields in related records across different applications.Data Management
Multi-Source Analytics - Create charts from aggregated data across multiple sources.Integrations
Connection Management - Visual interface for managing cloud data connections.Mobile Experience
iOS App - Native iOS application with enhanced performance and offline capabilities.Timezone Management - Set default timezone for consistent handling across the organization.User Experience
Visual Form Builder - Drag-and-drop designer for complex intake forms.File Upload Support - Enable file attachments on forms for supporting documentation.
July 2023
User Experience
Enhanced Error Handling - Clear, actionable error messages with automatic support reporting.Workflow Automation
ROI Tracking - View estimated time and cost savings for each automation.Organization Dashboard - Overview of all applications with ROI and savings metrics.Dynamic Approval Routing - Route approvals dynamically based on record data.Data Management
Advanced Preview - Filter and sort data when previewing tables before analysis.
June 2023
Analytics & Reporting
KPI Displays - Display key metrics prominently on dashboards with single-value visualizations.Application Design
Smart Data Relationships - Automatically create relationships between records for seamless analytics and navigation.Data Quality Tools - Clean and standardize data for accurate analysis.Streamlined Admin Experience - Redesigned interface for faster application configuration.Enhanced Navigation - Updated navigation system with improved structure and organization.Real-Time Collaboration - See live updates and who else is viewing records to prevent duplicates.Smart Formula Builder - Intelligent suggestions when building calculated fields.Advanced Calculations - Reference dropdown values in calculated fields for dynamic logic.Organization Hierarchy - Manage organizational structure for reporting and workflow routing.Data Protection - Lock specific fields to prevent unauthorized changes.Simplified Intake - Request submission interface for users who don’t need full application access.Approvals
Email-Based Approvals - Approve or reject requests directly from email without logging in.Data Management
Export Capabilities - Export multi-source data views for external sharing and analysis.Marketplace
Pre-Built Solutions - Access pre-built data applications for rapid deployment.Mobile Experience
Android App - Native Android application with full mobile capabilities.User Experience
Enhanced Forms - Improved field configuration with helper text and guidance.Updated Views - Refreshed design with improved performance.
May 2023
AI & Automation
AI-Powered Email Processing - Automatically extract and structure data from incoming emails into actionable records.Analytics & Visualization
Goal Tracking - Add target lines to charts to track progress against KPIs and business objectives.Image Collaboration - Edit and annotate images directly within the platform for quality assurance and reviews.Workflow Automation
Execution Tracking - View detailed logs of automation triggers and executions for auditing and troubleshooting.Mobile Experience
Native Mobile Apps - Enhanced mobile capabilities with offline support for iOS and Android.
April 2023
Application Design
Advanced Filtering - Filter related records based on field values for easier data navigation.Visual Workflow Designer - Map and configure multi-stage processes with visual tools.Enhanced Analytics - Use calculated fields in charts for sophisticated data analysis.Workflow Automation
Pattern-Based Triggers - Trigger automations based on discovered data patterns and trends.Cross-Application Workflows - Reference data from multiple sources within automations.Automated Data Connections - Connect insights to relevant records automatically.Smart Templates - Use templates to ensure consistency when creating records.Dynamic Context - Build flexible, context-aware automation actions.Data Intelligence
Automated Data Analysis - Schedule automated queries to discover patterns and trends in your data.
March 2023
Application Design
Role-Based Dashboards - Create customized dashboards assigned to specific users or groups.Smart Data Inheritance - Automatically populate related records with relevant field values for consistency.Improved Navigation - Streamlined menu structure for faster access.Workflow Automation
Automated Approvals - Trigger approval requests automatically based on conditions.Context-Aware Workflows - Pass data between automation steps and notify users dynamically.Multi-Step Workflows - Build sophisticated workflows that cascade through multiple stages.Integrations
External System Integration - Send data to external systems and third-party tools.Enhanced Usage Controls - Customizable monitoring to match operational needs.
February 2023
Analytics & Reporting
Cross-Application Analytics - Create visualizations that show how business processes connect across applications.Application Design
Dynamic Data Selection - Populate dropdown fields automatically based on your existing data.Personalized Dashboards - Create and assign custom dashboards tailored to different teams and roles.Enhanced User Experience - Redesigned home layout with improved navigation.Workflow Automation
Advanced Conditions - Set automation conditions that compare values between fields.Improved Reliability - Enhanced automation configuration experience.Data Management
Streamlined Interface - Improved visibility into data structure and relationships.
January 2023
Analytics & Reporting
Analytics Builder - Create custom charts and visualizations to understand data trends and gain actionable insights.Application Design
Cloud Data Flexibility - Seamlessly work with data across cloud providers.Enhanced Navigation - Collapsible navigation that maximizes workspace efficiency.Advanced Calculations - Build sophisticated conditional logic in calculated fields.Workflow Automation
Multi-Channel Notifications - Route automated notifications to specific channels while maintaining access controls.Usage Monitoring - Track platform usage to understand resource utilization.
December 2022
Analytics & Visualization
Top Charts - Visualize your most impactful data with charts that help identify trends and priorities at a glance.Advanced Filtering - Filter records based on related items to analyze impacts across your data.Workflow Automation
Automated Communication - Automatically add comments to records based on workflow triggers.Approval Workflows - Trigger automations based on approval actions for streamlined approval processes.
