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Docs API Reference Changelog Docs What's new Tutorials Status Solutions APIs

🤝WELCOME

Welcome to Next Matter
Automation explained
- Operations automation
Product overview
- How we use Next Matter
- FAQ

Setup and Onboarding

Teams and Permissions
- Build teams
Team dashboard
Security and SSO
- Microsoft authentication
- Okta authentication
Onboarding

Build

Get started: Build workflows
- Build first workflow
- Integrate across tools
Visual builder
Workflows and instances
Forms and form fields
Data references
- Data formatting
Prefills
Steps
Stages board
Deadlines
- Deadlines and reminders
- User-defined deadlines / priority
No-code automations
Security matrix (scopes)
Integrations
Troubleshooting workflows

Share

User-triggered workflows
- Pass meta information
Share workflows in portals
Export
Custom branding

Use

Portal user
Full user
Manager
Personal profile
Track your instances/requests
Reset your password

Manage

Set out of office
Grow your team
- Team permissions

Tutorials and solutions

Video tutorials
Solutions

Explained: How to reuse data

Save time and re-use data across your workflow

Workflow builder

Updated 2 months ago