Merified

Workflow automation

Master every people process

Create, automate, and collaborate on onboarding, offboarding, role changes, training, and more. Start from a template or shape the process your team needs.

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Process management

Keep every workflow in view.

Coordinate the work around each person without losing the wider picture. Follow progress, ownership, and timing from one focused workspace.

Activity monitoring

See every active process, its current stage, and what needs attention next.

Reusable templates

Start from a proven structure, then adapt the sequence to each team or location.

Clear collaboration

Assign the right person at each step and keep participants informed as work moves.

Workflow progress

Keep completed activity, ownership, and timing connected in a readable history.

Workflow builder

Turn recurring work into steps that run themselves.

Start with a trigger, add steps, and give each one an owner.

Triggers

Start a process from a meaningful people event, a chosen date, or a deliberate action.

Actions

Create tasks, send messages, request documents, and guide the next step from one sequence.

Granular control

Set the right timing, owner, and record.

Each step knows when to run, who owns it and what happens if it stalls.

Assignee management

Resolve responsibility from a role, manager relationship, team, or named person.

Event-based timing

Run work before or after dates such as a start date, probation review, or role change.

Historical access

Keep completed actions visible from the workflow and the relevant person record.

Continue exploringRequests & approvals

Put every recurring process on a clearer path.

Start with the workflows your team already runs, then make each handoff easier to follow.

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