Structured process design
Define approval stages, conditions, routing, task ownership, and operational checkpoints.
Workflow automation platform
Automate workflows with AI-assisted execution
Design forms, route approvals, call AI assistance inside workflow steps, coordinate follow-up, connect services, and keep every process visible and governed in one enterprise-ready platform.
Yeeflow helps teams build and run approval flows, service processes, and operational workflows with AI-assisted design, governed execution, and connected actions across business systems.
AI BuilderCreate approval forms and workflow logic faster
CopilotAssist decisions inside workflow steps
AgentCoordinate execution across connected processes
Approval process automation
Manage approval processes with Yeeflow
With Yeeflow's Approval Form function and Workflow Designer, you can effortlessly create and automate approval workflows. Define approval stages, set conditions, and route tasks to the right stakeholders. From requisition approvals to document sign-offs, Yeeflow simplifies and accelerates the entire approval process.
Cross-team collaboration
Route requests to the right stakeholders while keeping teams aligned around one process record.
Governed lifecycle control
Move workflows from design to execution with versioning, auditability, and enterprise control.
AI-powered workflow automation
Build, assist, and execute workflows with AI in the process
Yeeflow keeps workflow automation grounded in forms, tasks, approvals, conditions, connected services, reporting, and governance. AI Builder, AI Copilot, and AI Agent capabilities extend that foundation so teams can create approval workflows faster, call AI assistance inside process steps, and coordinate execution across connected tools in controlled ways.
AI BuilderCreate approval forms and workflows with AI
AI CopilotSummarize, prepare, and answer inside workflow steps
AI AgentRoute, follow up, coordinate, and progress execution
Builder, Copilot, and Agent capabilities
AI becomes part of workflow delivery, not a separate chatbot
Use AI to accelerate practical business process automation while keeping human review, approvals, auditability, connected data, and enterprise governance in place.
Create approval forms and workflows with AI
Builders can use AI to help generate form setup, workflow structure, approval logic, and practical process drafts faster, then refine them with human review before launch.
Bring assistance into the process
Forms and workflows can call AI assistant capabilities to summarize requests, prepare structured input, answer contextual questions, and support decision-making inside workflow steps.
Move workflow execution forward
Workflow and form processes can call AI Agent capabilities to help route process steps, follow up on tasks, coordinate actions, and work across connected services in governed ways.
Workflow execution foundation
Forms, tasks, approvals, reporting, and control in one system
The redesigned workflow story preserves the current product foundation while presenting it as a connected execution platform for structured business operations.
01 / Form Designer
Design Dynamic Forms for Every Workflow
Yeeflow's Form Designer is your canvas for crafting dynamic and intuitive forms. With over 50 form controls, create sophisticated form layouts and logic. Design submission forms, task forms, and print pages that capture essential data and facilitate seamless task execution.
02 / Workflow Designer
Transform your operations with workflow automation
Yeeflow workflow designer makes it easy to create custom workflows that fit your specific needs. With a drag-and-drop interface, you can design complex workflows without any coding experience. From approval workflows to complex business processes, Yeeflow can help you automate your work and improve efficiency.
03 / Conditions and Reports
Transform Data into Actionable Insights
The Form Report feature in Yeeflow lets you transform form data into insightful analytics. Generate reports that offer a comprehensive view of your approval processes. Monitor performance, identify bottlenecks, and make data-driven decisions to optimize your workflows.
04 / Role-Based Approvals
Role-Based Approvals Made Simple
The Assignment Task action within Yeeflow's Workflow Designer is a game-changer for role-based approvals. Assign tasks to users, groups, or departments based on predefined roles. Simplify complex approval hierarchies, enhance accountability, and ensure compliance with standardized processes.
05 / Task Notifications
Transform Data into Actionable Insights
The Form Report feature in Yeeflow lets you transform form data into insightful analytics. Generate reports that offer a comprehensive view of your approval processes. Monitor performance, identify bottlenecks, and make data-driven decisions to optimize your workflows.
06 / Workflow Administration
Manage Tasks and Workflows with Precision
Yeeflow empowers users to delegate workflow tasks effortlessly. Ensure continuous workflow progress even during absences or shifts. As an administrator, monitor the status of workflow instances, track performance, and intervene when necessary, all from the Admin Center.
Process digitization
One-stop shop for process digitization
Elevate data understanding through multiple views. Choose from List, Gallery, Kanban, Gantt, News, and Timeline views to present your data in the most effective manner. Create different data views for sharing, collaboration, and informed decision-making.
Business Travel Request
Streamline travel approval: Easily request and manage business trips, ensuring they align with company policies, budgets, and schedules.
Expense Reimbursement
Simplify expense claims: Effortlessly submit and approve expense reports, fostering transparency and quick reimbursements.
Payment Approval Process
Secure payment workflows: Enable rigorous financial controls by automating the approval of payments, ensuring accuracy and compliance.
Purchase Requisition
Efficient procurement: Simplify purchase requests, empowering teams to acquire the necessary resources while adhering to procurement guidelines.
Leave Request Process
Manage time off seamlessly: Employees can submit leave requests, while managers can review and approve them, ensuring adequate coverage and compliance.
Contract Approval Process
Expedite contract management: Accelerate contract approvals with streamlined workflows, minimizing bottlenecks and enhancing collaboration.
Governed enterprise workflow automation
Connected execution with approval, audit, and control
Yeeflow helps teams move from basic routing toward operational execution by connecting workflows, data, services, APIs, reporting, and role-based controls in one governed system.
Approvals and auditability
Role-based control
Process visibility
Connected workflows, data, services, and reporting
Automation features
Explore other automation features
Designer
Drag and drop form and workflow designer.
Appearance
Custom styles for form and controls
Dynamic display
Control the display of controls based on conditions
Custom validate
Dynamic validate data and logics.
Variables
Manage different type of form data.
Form actions
Execute pre-defined steps for complex logics
Expression editor
Calculate data, format data, logic validation etc.
Custom code
Develop script to custom advanced functions.
Http request
Integrate with third-party systems with APIs
Delegation
Delegate personal workflow tasks as needed.
Frequently asked questions
We're here to help with any questions you have about workflow automation features.
Is it possible to customize the form's appearance?
Absolutely. You can tailor the aesthetics using the style settings available for each control and the overall form layout.
Do users need to log in to Yeeflow to submit a form?
For approval forms, only users logged into Yeeflow can submit. However, Yeeflow's public forms are designed to allow submissions from anonymous users.
How many workflows can I create in Yeeflow?
No, Yeeflow imposes no restrictions on the number of forms and workflows. Feel free to create as many as your operations require.
How do I modify a published approval workflow?
Yeeflow offers version control for your published workflows. To make alterations, simply create a new version. You also have the flexibility to upgrade or revert to previous versions of running workflows.
Can I restart workflow instances?
Yeeflow offers version control for your published workflows. To make alterations, simply create a new version. You also have the flexibility to upgrade or revert to previous versions of running workflows.
Is it possible to delegate my workflow tasks to several users?
Yes, you can. You have the option to delegate all your tasks to a single user or distribute different workflow tasks among multiple users.
Can I assist others in delegating their workflow tasks?
System administrators can manage delegation policies and assign delegations for other users. However, non-admin users can only set delegations for their tasks.
Can I approve multiple pending tasks simultaneously?
Indeed. Yeeflow empowers task owners to select and approve multiple tasks from the pending list in one go.
Is there a way to integrate Yeeflow workflow with other software or platforms?
Yes, Yeeflow offers integration capabilities with various platforms through connectors and APIs, ensuring seamless data flow and enhanced automation.
Can I set up notifications for specific workflow events?
Absolutely. Yeeflow allows users to customize notifications, ensuring you're informed of significant workflow events or changes in real-time.