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As an executive, you might be interested in automation statistics, time saved, and compliance. If you’re an operations lead, you might want to monitor workflows, verify which are live, and make sure there are no bottlenecks. Next Matter helps you achieve your goals and provides the necessary data. Learn what the Next Matter app offers before proceeding with the detailed onboarding.

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Monitor data: get started

Get access to workflow and team data to help your team work faster and more efficiently.

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Update workflows: get started

Quick access As a manager, you can use Roadmap to quickly access workflow status and monitor which workflows are about to go live. You can drill down to check whether all builder notes have been completed, or, if some have not, click the **number link** to see what still needs your attention. You can also click the eye or pencil icon (if you have edit rights) to quickly view and update the workflow on the fly.
A screenshot of the option to edit workflows from the roadmap
Updating can be done by dragging and dropping steps or forms, making quick edits, or adding tagged notes to the workflow. Troubleshooting Use the instances started column to monitor any overdue or canceled instances and access them quickly. You can also verify the completed instances.
New workflow suggestions If you’re looking for further improvements and automation suggestions for your department, use the AI process builder to give you some hints. Click Workflows > Create new workflow with AI for our Chat GPT-powered AI engine to help out.

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Advocate sidebars

Switching between tools and tabs is inefficient and mistake-prone. If your teams use Zendesk, Front, or Freshdesk to resolve issues, they can open Next Matter inside Front or Zendesk. This way teams can find the right workflow in seconds, link workflows and conversations, and trigger actions in 3rd party tools.

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Zendesk

Visit Zendesk Marketplace to get the widget.

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Front

Visit Front Marketplace to get the widget. Next Matter and Front

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Freshdesk

Visit the Freshdesk site to get the widget.

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Build teams

Use the Company tab to access Teams, where you can add people to specific teams and define their roles. You can update the roles at any time you want.
A screenshot of the Team tab with the roles drop-down expanded
If you’re a part of the team, you’ll be able to see your team’s inbox within your own Inbox.

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Inspiration