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Choose who can see each running instance

One workflow can now serve several audiences without mixing their work. You decide who sees each running instance: everyone with access to the workflow, only the people involved, those people plus selected teams, or selected teams only.Set instance visibility in workflow start options. An audit team can follow along without being assigned to a step, and a client team can see only their own instances. Workspace admins, the workflow lead, and the instance lead can always see instances.For details, see Instance visibility

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Create custom roles that match the job

Admin is a lot of access for someone who only manages colleagues and teams. On the Enterprise plan, you can now create a custom role with just the workspace permissions that job needs, then assign it in Company > Colleagues or through SCIM provisioning. Use cases include custom end user roles with limited permissions to complete tasks, manager roles to review progress and assign work to users, builder roles with the ability to create new workflows but otherwise limited access, and user admin roles for team and user management.For details, see Custom roles

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See an earlier step without hunting for it

A new Step summary form field shows a read-only snapshot of an earlier step’s answers on a later step. Reviewers get the context they need without leaving the form they’re filling in. Builders save time when referencing previous steps by checking on and off the items they want to display.For details, see Forms and form fields

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Improvements and fixes

  • Step deadlines in your inbox - When a step has a deadline, that date now shows on the task row in Inbox, team inboxes, and the workflow Open tasks list. If the instance also has a deadline, both dates appear side by side. Overdue step deadlines stay visually urgent and also show up under Attention needed. For details, see Inbox
  • Reorder conditional assignee rules, routes in routing buttons and integration data references - Drag the items in these lists into custom order that makes sense for users and later steps.
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A whole team can be the tech lead

When an integration step fails, you can now send it to a team instead of one person. Any member of that team can retry or take over the step from the team inbox, so a single teammate’s day off doesn’t stall the workflow.For details, see Workflow lead and tech lead

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Add several people to a team at once

Building a team no longer means adding colleagues one by one. Select several people in Users to add and save once.For details, see Build teams

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Improvements and fixes

  • New table columns start as required - New columns in a table form field default to mandatory, matching other form fields, so people fill in the cells you actually need. For details, see Tables
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Automatically retry failed integration steps

Temporary blips in connected tools shouldn’t stall your workflows. For HTTP and Automations Library steps, Next Matter can automatically retry a step up to 3 times (with increasing delays) when it hits a safe, temporary failure - for example a connection error, a rate limit, or a short-lived server error. We don’t auto-retry failures where a retry might create a duplicate side effect.New HTTP and Automations Library steps have Automatically retry on failure on by default. For existing steps, open the step settings and turn the toggle on if you want this behavior. Turn it off when you want to be notified and re-run the step yourself.For details, see Integration types

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Make the important checklist items mandatory

Checklists got stricter - in a good way. You can now mark individual checklist items as mandatory or optional, increasing the flexibility of checklists to allow for specific entries to be required or not, with a clear indication to users per checklist entry.

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Delegation rules for conditional and dynamic assignees

Automated delegation now works on steps with conditional or dynamic assignment as well. Set who should (or shouldn’t) take over a task even when the assignee is decided at runtime.For details, see Automated delegation

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Improvements and fixes

  • Find instances by active step and assignee - Filter the workflow overview by the active step and who’s currently assigned, so you can jump straight to the work that needs attention. For details, see Instance overview table
  • Out of office for light users - Light users can set out of office and pick a stand-in, so their tasks keep moving when they’re away. For details, see Out of office
  • Open task counts at a glance - Tab headers show how many open tasks you have, so the next piece of work is easier to spot.
  • Quieter morning digests - The morning email digest is off by default for new users; opt in if you want the summary.
  • Data references in links - Fixed a bug where data references inside link URLs could get corrupted.
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The visual editor is now the default

Building workflows just got easier. The visual editor - our drag-and-drop way to design workflows - is now the default for everyone, giving you a clearer, more intuitive canvas to build on.For details, see Visual builder

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New integration: Azure OpenAI

You can now bring Azure OpenAI into your workflows to analyze text and generate content with AI, using your own Azure deployment.For details, see Connect to Azure AI

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Multi-value dropdowns in data tables

Data table dropdowns now support multiple values, so a single cell can hold more than one selected option - perfect for tags, categories, and other multi-select inputs.For details, see Single and multi-select dropdowns

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Custom API key credentials for HTTP integrations

Connecting custom HTTP integrations is more flexible: you can now create a credential that sends your API key in a custom header, and reuse it securely across workflows.For details, see API keys

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Improvements and fixes

  • Quieter inboxes - Team email notifications are now off by default for new team members, so people opt in to what they want.
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New integration: Claude

Anthropic’s Claude is now available as an AI step. Add it to your workflows to summarize, draft, and analyze text right where the work happens.For details, see Connect to Claude

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Connect multiple accounts to the same integration

You can now connect more than one account to a single integration and choose which one a step should use. Great for teams that work across multiple workspaces, regions, or client accounts.For details, see Integration types

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Narrow user-selection fields to the right teams

When you add a user-selection form field, you can now limit the choices to members of specific teams - so people only ever pick from the right group.For details, see User selection

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Filter and sort your portal requests

Portal users can now filter and sort both the My requests and Team requests tables, making it much easier to find the right request in a long list.For details, see My requests

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A fresh look for the Automations Library

We redesigned the Automations Library navigation around a clean sidebar, so finding integrations, credentials, and automations is faster and more intuitive.

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Improvements and fixes

  • Switch workspaces anywhere - Move between workspaces from the sidebar and on mobile.
  • Smarter retries - Retry a failed integration step using a different connected account.
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Pull structured data from documents with LlamaParse

A new LlamaParse integration lets you extract clean, structured data from PDFs and other documents - so you can feed real content from files straight into your workflows.For details, see Connect to LlamaParse

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New integration: Microsoft Fabric

Connect your workflows to Microsoft Fabric to move and work with your data across Microsoft’s analytics platform.For details, see Integrate with Microsoft Fabric

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Improvements and fixes

  • More reliable SharePoint files - “Shared with me” file lookups now use the Microsoft Graph Search API for more dependable results.
  • Faster workflow lists - Loading and opening your workflow overview is noticeably quicker.
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New integration: Scribe

Connect to Scribe to pull in and approve reports as part of your workflow, bringing your documentation process into Next Matter.For details, see Connect to Scribe no-code

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Improvements and fixes

  • Cleaner validation - Dropdown fields validate correctly after being reset.
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Smarter AI steps with OpenAI

Our OpenAI integration gained powerful new capabilities: web search, file search, and a code interpreter. That means your AI steps can look things up, read your files, and run calculations - all within a workflow.For details, see Connect to OpenAI

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Improvements and fixes

  • Prefill predefined tables dynamically - Populate table inputs from data references, so the right rows are ready before a user even starts.
  • More flexible dates - Date fields now accept a wider range of date formats from your data sources.
  • Polished portals - Transparent portal cover images now display on a clean background.