Jump to Content

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

SIGN IN CONTACT US

Docs

SIGN IN CONTACT US

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
Use cases: actions and no-code steps
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 3 months ago