Automate Form Routing, Approvals, and Tasks
Smart forms are just the beginning. With SimplifyIT, your internal requests don't just get submitted - they get routed, escalated, and resolved. Form automation means the right person sees the right step, at the right time - without bottlenecks or manual follow-ups.
Workflow Logic Built In
- Route forms by department, branch, or job title
- Trigger multi-step approvals based on selected values
- Assign tasks to the correct individual or team automatically
- Escalate overdue approvals or missed steps
- Add internal notes, comments, and flags during reviews
Built for Financial Institutions
- New account reviews that branch managers approve - then send to compliance
- IT access requests routed based on system type and department
- Security incident reports flagged for urgent review if severity is high
- Loan processing steps split between frontline, underwriting, and audit
Not Just Process - People Logic
You don't need a developer to design a logic tree. Our automation builder uses plain language and dropdowns - so your subject matter experts can define the flow without involving IT.
Track What Happens After Submission
Every routing decision, comment, and approval is timestamped and archived. Export a full audit trail any time - or review open items in progress. You'll always know who handled what, and when.
Related Features & Definitions
- Smart Form Builder - Design secure, easy-to-use forms without coding
- Workflow Builder - Structure multi-step approval chains and conditions
- Compliance Tools - Track overdue tasks, required approvals, and more
- Form Automation (Glossary)
