Workflow Automation
Visual workflow builder with drag-and-drop interface. Automate document routing, approvals, and notifications — reduce manual work by 80%.
Workflow Builder
Create complex document workflows with an intuitive visual interface — no coding required
Drag & Drop Designer
Intuitive visual canvas to design workflows. Drag actions, conditions, and connectors to build complex automation flows visually.
Conditional Logic
Set up if/then rules based on document fields, user roles, departments, file types, deadlines, and custom metadata.
Parallel Processing
Run multiple workflow branches simultaneously. Split and merge paths for complex approval processes with multiple reviewers.
Auto-Routing Rules
Automatically route documents to the right person or team based on content, metadata, department, or custom business rules.
Escalation Chains
Automatic escalation when deadlines approach or SLAs are at risk. Multi-tier escalation with configurable thresholds.
Version History
Track all workflow versions. Roll back to previous versions, compare changes, and audit all modifications.
Pre-built Workflow Templates
Get started instantly with 50+ pre-configured workflow templates for common processes
Document Approval
Multi-level approval with delegation and deadline tracking
Invoice Processing
3-way matching, approval routing, and payment authorization
Contract Review
Legal review, negotiation tracking, and signature collection
Leave Application
Employee leave request with manager and HR approval
File Noting
Government file noting with hierarchical approvals
RTI Response
RTI request tracking, assignment, and response management
Vendor Onboarding
Document collection, verification, and approval for new vendors
Expense Claim
Receipt upload, manager approval, and finance processing
Approval Chains
Flexible multi-level approval workflows with delegation, substitution, and bulk approval capabilities.
- Sequential & parallel approvals
- Auto-delegation on absence
- Bulk approval actions
- Digital signature integration
- Approval history & audit
Smart Notifications
Multi-channel notifications to keep everyone informed at every workflow stage.
- Email notifications
- SMS alerts
- Push notifications
- In-app notifications
- Scheduled reminders
SLA Tracking
Monitor service level agreements with real-time dashboards and automatic escalation.
- SLA timer per step
- Breach alerts
- Escalation rules
- Performance reports
- Compliance tracking
Automate Your Document Workflows
See how Sarthi workflow automation can save your team 80% of manual document processing time.