[Automate & tailor](https://kantree.io/features#all-features) # Workflow & Automations Create custom workflows in minutes, execute them collaboratively, and automate the tedious parts with no-code rules, buttons and AI actions. [Try for free](https://kantree.io/signup) [Get a demo](https://kantree.io/live-demo) - No credit card required - ISO 27001 certified - Made & hosted in the EU [Overview of Kantree Automations](https://www.youtube.com/watch?v=8JB2sIdyViU) Trusted by Orange Orano Thales Alenia Space Worldchefs Apave Inrae Calvados Servier From the request to the result ## A workflow that moves forward on its own A form at the entrance, your own states along the way and an automation at every handover: each request reaches the right person at the right time, and nobody has to chase anyone. 1. 1 ### Requests come in ready to process A form turns each request into a card with its fields filled in, and a rule assigns it to the right person straight away. [Forms](https://kantree.io/features/forms) 2. 2 ### People decide, automations follow up The rule waits for an approval, then picks up where it left off and passes the order on to your other tools. 3. 3 ### Nothing is left hanging When the work is done, the card is closed and the requester is notified, without a single reminder to send. Your process, your way ## Build the workflow that fits your process Lay out the steps of your process, let the cards compute what they need and collect requests wherever they come from, including by email. Kanban boards ### See your whole process at a glance Each state of your workflow becomes a column of the board. Cards move from one step to the next as the work progresses, and every move can trigger an automation. - Columns based on any field: state, labels, members, milestones - Drag and drop cards from one step to the next - WIP limits to spot bottlenecks before they slow you down [Discover Kanban boards](https://kantree.io/features/kanban) See your whole process at a glance Formulas ### Let the cards do the math Compute a cost, a deadline or a score from the other fields of the card. The formula editor guides you with its list of functions and a live preview of the result, so you no longer have to write formulas from scratch. - Formulas combining the values of other fields - Results updated automatically - Values you can use in filters, charts and automations [Discover custom fields](https://kantree.io/features/customizable-fields) Let the cards do the math Email forms ### Turn emails into cards Not every request comes through a web form. Let people send theirs by email and each one lands in your workflow as a card, ready to be processed and automated like any other. - Forms can also be submitted by email - Requesters are notified of the progress of their request - Use your own email server if you want [Discover forms](https://kantree.io/features/forms) ## Automate your processes, without code From a simple reminder to a multi-step business process, build the rules yourself and keep them all under control. Enhance your workflow ### Gain time with automations Do not waste time. Turn many tasks into a single rule with a specific trigger by creating an automation. Kantree’s automation engine is powerful enough for complex business processes while remaining accessible to operational teams. - Avoid tedious recurring tasks and reduce bottlenecks - Create your own rules and as many as you like - 100% no code, with advanced conditional logic - Add AI actions to read, summarize, classify or generate content [Use our automation engine today](https://kantree.io/signup) Gain time with automations A real automation engine ## Powerful enough for your most complex processes Kantree automations go far beyond "when this happens, do that". Each rule is a small program that you build visually: it can branch, repeat, remember values, wait for someone and talk to other systems. Branches, loops and variables Chain as many actions as you need, test conditions to follow one branch or another, loop over a list of cards and keep values in variables to reuse them further down. Human in the loop A rule can pause until someone gives their input (an approval, a choice, a missing piece of information), then carry on with the answer. Cross-project automations A rule is not confined to its workspace: it can create, update or move cards in other projects, to hand the work over from one team to the next. HTTP calls Call the API of your other tools from any rule, to send them data or to trigger what comes next in your information system. Automation workers ### Run your own actions on your own servers When the built-in actions are not enough, automation workers take over: a rule hands a custom action over to a worker running on your infrastructure. It is the way to plug your scripts, your internal systems and your AI agents into your workflows. - Custom automation actions, written by your team - Run on remote servers that you own and operate - Coding agents such as Claude Code or Codex, started from a rule - The result comes back to the rule, which carries on with the workflow AI in your workflows ### Let AI handle the repetitive thinking, under your control Kantree’s AI is designed as help first: it understands natural language, uses the actions available in Kantree, and fits inside your existing automations instead of replacing team judgment. - Ask the assistant from a workspace, a card or a comment area - Use AI automation actions to fill fields, create cards or publish comments - Analyze files and images when your configured provider supports it - AI acts only on explicit requests and avoids destructive operations [Discover the AI assistant](https://kantree.io/features/ai) Let AI handle the repetitive thinking, under your control Execute your workflow ### Be simply efficient! Visualize all your automations in a single place. - Configure all your automations for a specific workspace from a single view - Check the status of a particular automation on cards directly - Get notified when specific actions occur [Get Started](https://kantree.io/signup) [Kantree Automation - Creating conditional rules using KQL](https://www.youtube.com/watch?v=mlEsfwQQsDc) ## There's definitely a template for you Start in a few clicks with our templates Go further ## Explore related features [AI assistant An assistant that searches, summarizes and updates your work in plain language.](https://kantree.io/features/ai) [Forms Collect requests from anyone and turn them into cards.](https://kantree.io/features/forms) [Business apps platform Combine Kantree's features into apps for your internal use cases.](https://kantree.io/features/business-apps) [All features](https://kantree.io/features#all-features) ## Ready to give it a try? Start your free trial in a few minutes, or let us show you how Kantree fits the way your team works. [Try for free](https://kantree.io/signup) [Get a demo](https://kantree.io/live-demo) - 15-day free trial - No credit card required Source: https://kantree.io/features/workflow-automations