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Workflows

Create customized workflows that help your team do their best work

Turn your complex task or business process into a streamlined and easy to use workflow. The workflow editor in Compass is designed for ease of use.

A workflow editor so simple that anyone can use it

Workflows in Compass are similar to decision trees. Each section can include content, answers that link to other sections, form fields, and actions.

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Compass user interface showing the worfklow editor

No coding required

Designed for ease of use, you won’t need a developer to get started.

Drag and drop

Create the sections in your workflow, then effortlessly link them together with drag and drop.

Super flexible

A flexible set of tools that helps you build the perfect workflows for your team.

Learn more about workflows

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Overview

Learn about the core features of Compass.

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Knowledge Base

Centralize your internal information.

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Sessions

Navigate your workflows interactively.

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