Let your data do the work. Use data-initiated workflows to proactively assign actions and follow-ups across teams, partners, and customers. Manage progress and communication in real-time in one place.
Stop assigning work manually, and let your data do it for you. Start automating your team’s work with data-initiated task management. Automatically assign tasks to teammates, colleagues, vendors, partners, or customers.
Preset the triggers for when you want a task to be assigned. Choose your conditions to assign the right task to the right person. Your data does the rest for you by automatically creating actions in real-time, everytime.
Late shipment? Your carrier is automatically assigned a task to expedite. Employee leaving the company? IT is automatically notified to initiate the offboarding process. New sales exec joining? Automatically notify your rep at Salesforce to add a license.
Track progress. Set reminders. Communicate within the app. All activities are captured in an audit log for accountability and future reference.
Track all your priorities in one centralized dashboard. Assign tasks internally and externally. Automate tasks with Cloud Link. Set reminders. Review analytics.
Initiate tasks automatically based on direct connections into your data cloud via Cloud Link. Set up takes only a few minutes. Add Elementum as a user, and Cloud Link initiates the real-time connection.
After connecting via Cloud Link, you can see all of your master and transaction data within Elementum. Each of these data items can be used to automatically trigger tasks.
Automate your tasks by selecting from a menu of Triggers, Conditions and Actions. Triggers and Conditions are pre-integrated to your Data Cloud, which means your tasks are initiated as soon as the data is updated.
Pre-integrated, pre-built applications for 55+ business processes. Simply click to start.
Set triggers and actions based on real-time data. Replace human middleware with automation.
Only pay for what you use with consumption pricing.