Whether it's a usage uptick or an aging email thread, Workbase makes it quick to build row-level alerts and automations powered by fine-grained data triggers.
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Fine-tune the triggers you care about with formulas. Whether it's a hyper-specific filter, an interesting trend or a benchmark, run your own formulas to filter out noise.
Formulas can access multiple tables. Rollups (ie., “countif”), lookups (ie., “vlookup”) and custom queries are all supported.
Formulas can be combined for more complex workflows. We store formulas so you can test them individually, and then stack and reuse them.
Don't get stuck with aggregate alerts. Workbase runs formulas all the way down to individual records, so you get personalized, actionable notifications.
Choose from many automated actions. You can craft a highly customized message or even sync data in bulk.
Messages by email, chat, or text are customizable. From dynamic fields to inserting an entire table, we fit your workflow.
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Common actions include creating a record, bulk updating data, or adding a record to a campaign.
Organize your work into workbooks. All the formulas and data you need is in one place, unlike intimidating tools like Salesforce.
Create sections and logical flow that make your work easy to follow and verify.
Inspect your data and triggers side-by-side to ensure the right logic is implemented.
Deploy on top of your live systems of record. We help batch, parallelize, and scale your compute in the background so you can confidently operate at scale
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HUMAN prides itself on providing clients with the tools and expertise they need to fight fraud impacting their business. In order to continue to bring top tier client support, we needed a bespoke system to measure customer health and engagement. For us, Workbase is a great solution to easily build and maintain the type of monitoring and insights we need to scale our CS operations.
Our free Lite plans include a Salesforce integration, unlimited data objects, unlimited formulas and actions, and full access to our downstream integrations. Get your free account today!
