Full automation is amazing – when it works. But it breaks down when there’s a lot of edge cases. When things get too complex teams tend to fall back to manual work but then get overloaded with busywork.
With Reflective you simply decide and actions are carried out for you. We combine human touch with automations to keep you in control while eliminating the busywork.
Keep your data clean by approving which form submissions end up in your downstream systems.
Let automations pre-fill most of the form. All you have to touch are those few tricky fields.
Sometimes it doesn’t make sense to perform certain actions. With just a click, skip a step and tailor the workflow.
Templates save you time but the right mix of personalization goes a long way in driving business goals.
Build cross-organization workflows that loop in the right person for each step in your process
Design your form.
Lay out the submission stages from start to finish.
Automate the action items needed at each stage.
Put finishing touches on action items that need you.
Forms make it simple for others to kick off requests. With Reflective’s form design, validations, and performance, your clients and team get the great experience they deserve.
Make sure you have clarity and context from the get-go. Define each stage of work to immediately view what needs to done, which submissions are a priority, and when work is due.
Leave the repetitive stuff to us, so you can do more of the work you do best. Create custom notifications, offload redundant tasks, and orchestrate work by automating action items.
Any action item can be approved, completed, skipped, tweaked or delegated before it executes. Put the finishing touch on action items that need you.
Don’t want to start your workflow with a form? Use Zapier to trigger Reflective submissions with 3,000+ apps
Notify your team of workflow updates with messages to public and private Slack channels
Map form fields into Google Sheets automatically or after you review them first.
Automatically send form fields into Airtable or review the values first if you need to make changes.
Use form data to create new deals in your pipelines of choice and manage new leads efficiently
Ensure deliverability by sending templated emails directly from your Gmail or Google Workspace account
Create or update leads, opportunities and custom objects in Salesforce
Generate documents like Proposals and Contracts from a Template with dynamic data
Generate a Slide Deck from a Template with dynamic data
Save time & drive performance with templated emails that are sent automatically or await personalization first
Streamline approvals in your workflow. Simply click Approve or Reject to branch your workflow.
Use form action items when team members need to add information to a submission
Make sure nothing slips through the cracks with a simple but versatile checklist item
Build your own app integrations in just a few steps using URL endpoints, headers and JSON request bodies.
Good question! We are currently in a “Public Beta” phase as we continue building out the product. We’ll roll out paid plans soon but intend to keep a free forever tier.
We currently support external action items for Google Sheets, Airtable and Slack. In addition we have a Zapier integration which lets you kick off Reflective workflows from hundreds of other apps like Salesforce, Notion and Google Calendar.
Absolutely! You can schedule time with our CEO, Pejman, here: Schedule Demo