Is this what I need? We have ad hoc business processes like:
1. Sell service to client
2. Email client with scheduling info
3. Agree to scheduling date with client
4. Send client email with documentation and request their data
5. Remind client to send data
6. Alert admins data hasn't been received
7. Beat data out of client
8. Prepare data
9. QA and checkoff service
10. Email client to review and approve
11. Publish/run service
12. Send client stats/results
And I want to move that from spreadsheets, personal emails and admins keeping in their head where everything is at, to web forms and uploads, automated emails and dashboards. I looked at airtable, smartsheet, budibase and many others but they seem to be very project-based, where you are inventing a unique workflow for each project and using it to keep managers on top of where their team is at with the various steps. Project Management vs process management. None of them seem to have decent calendar integration. Few of them seem to be great about emails or scheduled scripts.
I have APIs for my data, or I can code them if needed. I'd prefer a low-code to a no-code approach, where managers have a spreadsheet view and can do some of of the UI work and programmers can make it do stuff and handle integrations.
1. Sell service to client
2. Email client with scheduling info
3. Agree to scheduling date with client
4. Send client email with documentation and request their data
5. Remind client to send data
6. Alert admins data hasn't been received
7. Beat data out of client
8. Prepare data
9. QA and checkoff service
10. Email client to review and approve
11. Publish/run service
12. Send client stats/results
And I want to move that from spreadsheets, personal emails and admins keeping in their head where everything is at, to web forms and uploads, automated emails and dashboards. I looked at airtable, smartsheet, budibase and many others but they seem to be very project-based, where you are inventing a unique workflow for each project and using it to keep managers on top of where their team is at with the various steps. Project Management vs process management. None of them seem to have decent calendar integration. Few of them seem to be great about emails or scheduled scripts.
I have APIs for my data, or I can code them if needed. I'd prefer a low-code to a no-code approach, where managers have a spreadsheet view and can do some of of the UI work and programmers can make it do stuff and handle integrations.