To-Do Automation
Make sure nothing slips through the cracks with a simple but versatile checklist item
Keep track of every step in a workflow with To-Dos
Benefits
To-Do's are perfect for actions that you need to take outside of Reflective. For example if a teammate needs to make a phone call, you can set it up as a To-Do with the title "Call the candidate". By capturing all the individual to-do's that make up a workflow you can be sure steps are not missed plus the submission activity log will keep you in the loop on progress.
Other Automations
Automatically add action items to your submission based on its stage.
Each Action Item can be configured to be fully automated or to wait for human touch.
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Approvals
Streamline approvals in your workflow. Simply click Approve or Reject to branch your workflow.
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Form
Use form action items when team members need to add information to a submission
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Email
Save time & drive performance with templated emails that are sent automatically or await personalization first
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Webhook
Build your own app integrations in just a few steps using URL endpoints, headers and JSON request bodies.
What is Reflective?
No-code automations that keep humans in the loop so you can scale even the most complex, manual processes
Full Automation
If this,
then that
Human Touch
If this,
then decide
Manual
You do the heavy lifting
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.
