Knowledge Base

Explore articles, discover new topics, and find solutions.

Discover Next Matter by role

Find the perfect starting point based on your role and responsibilities.

Full user

• Use inbox to manage tasks

• Complete tasks efficiently

• Collaborate with team members

Workspace admin

• Add users to your workspace

• Set access permissions

• Manage cross-domain permissions

Portal user

• Create requests easily

• Track status in real-time

• Start conversations and collaborate

Builder

• Connect apps and systems

• Start building workflows

• Design delegation rules

Manager

• Export data and reports

• Track progress metrics

• Analyze team performance

Guest user

• Complete forms securely

• View progress updates

• Access external workflows

Popular actions

Jump straight into the most common tasks

Start an instance

Begin a new workflow

→

Get API key

Access your API credentials

→

View analytics

Monitor workflow performance

→

Browse templates

Explore pre-built workflows

→

Get started as builder

Start building in minutes

→

Explore Automations library

Connect your favorite tools

→

Key features

Discover what makes Next Matter the perfect workflow automation platform for your team.

No code automation

Streamline complex workflows with automation that can be up-and-running in seconds

Portals

Share your workflows with users inside and outside your organization.

Analytics & insights

Get real-time visibility into your processes with comprehensive reporting and analytics.

Knowledge Base

Explore articles, discover new topics, and find solutions.

Discover Next Matter by role

Find the perfect starting point based on your role and responsibilities.

Full user

• Use inbox to manage tasks

• Complete tasks efficiently

• Collaborate with team members

Workspace admin

• Add users to your workspace

• Set access permissions

• Manage cross-domain permissions

Portal user

• Create requests easily

• Track status in real-time

• Start conversations and collaborate

Builder

• Connect apps and systems

• Start building workflows

• Design delegation rules

Manager

• Export data and reports

• Track progress metrics

• Analyze team performance

Guest user

• Complete forms securely

• View progress updates

• Access external workflows

Popular actions

Jump straight into the most common tasks

Start an instance

Begin a new workflow

→

Get API key

Access your API credentials

→

View analytics

Monitor workflow performance

→

Browse templates

Explore pre-built workflows

→

Get started as builder

Start building in minutes

→

Explore Automations library

Connect your favorite tools

→

Key features

Discover what makes Next Matter the perfect workflow automation platform for your team.

No code automation

Streamline complex workflows with automation that can be up-and-running in seconds

Portals

Share your workflows with users inside and outside your organization.

Analytics & insights

Get real-time visibility into your processes with comprehensive reporting and analytics.