Platform

Workflow Automation

Configure multi-step approval chains once, then let them run automatically. Address changes, ownership transfers, deceased owner processing - all handled consistently without manual tracking.

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Workflow configuration

Stop Letting Requests Fall Through the Cracks

Tickets lost during handoffs between teams

Inconsistent handling of similar requests

No visibility into where a request is stuck

Manual tracking via spreadsheets or sticky notes

How Workflows Work

Automatic Routing, Every Time

When a request comes in via email, phone, or form, AI reads the content and selects the matching workflow. Actions are assigned to the right teams automatically, and each step triggers the next until the ticket is resolved.

1
Ticket Arrives Via email, phone, form, or chat
2
AI Matches Workflow Reads content and selects the right workflow
3
First Action Assigned Appropriate team/person is notified
4
Sequential Handoffs Each completed action triggers the next
5
Ticket Closes When all actions are complete
Request
AI Routes
Land Team
Accounting
Complete
Example Workflows

Common Use Cases

Workflows handle any multi-step process. Here are some common examples from energy company owner relations.

Address Change Request

1
Land Team Verify ownership and current records
2
Accounting Update payment system
3
Data Entry Update all systems of record

Ownership Transfer

1
Initial Review Verify documentation received
2
Legal Review transfer documents
3
Land Update ownership records
4
Accounting Set up new payment info

Deceased Owner Processing

1
Documentation Request death certificate, will/probate
2
Legal Review Verify legal authority
3
Ownership Update Transfer to heir/estate
4
Payment Setup Configure new payment details

W-9 Collection

1
Initial Request Send W-9 form request
2
Follow-up Reminder if not received
3
Review Verify completed W-9
4
Processing Update tax records
Workflow Triggers

Start Workflows Automatically

Workflows can be triggered from any channel. AI analyzes the content and matches it to the right workflow based on your configuration.

Email Triggers AI analyzes email content, matches to workflow descriptions, auto-assigns the right workflow
Form Triggers Dropdown field selects workflow, conditional routing based on form answers
Phone Triggers AI voice agent identifies topic, creates ticket with appropriate workflow
Workflow list
Assignment Options

Route to the Right People

Individual

Assign to a specific person who handles this type of action

Department

Anyone in the department can claim the ticket from the queue

Role

Anyone with a specific role (e.g., Manager) can handle it

Region/State

Geographic assignment based on owner location

50% Reduction in manual ticket assignment
Zero Tickets falling through cracks
100% Consistent handling of similar requests
Flexibility Features

Built for Real-World Complexity

Reroute Anytime

Cancel current workflow, assign a different one, add actions, or forward to specific people mid-process.

Parallel Actions

Notify multiple departments at once. All must complete before the ticket closes.

Due Date Tracking

Set default due dates per workflow. Overdue tickets are highlighted in reports.

Real-Time Status

Everyone sees where each ticket stands, who's responsible, and how long it's been waiting.

Audit Trail

Complete history: who did what, when, all status changes, every communication.

Test Before Deploy

Use "Try It" to enter sample questions and see which workflow AI selects.

Automate Your Most Complex Processes

Schedule a demo to see how workflows can transform your owner relations operations.

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Ticketing System • Form Builder • Ownership Change Automation