Next Matter

Laia Gasparin

Everything you need to know to get up and running

This tutorial teaches you how to create a basic Next Matter process

In this tutorial you learn how to use steps to design efficient processes with step-by-step instructions and clear task assignments

In this tutorial you learn how to create actionable items within your steps.

Data referencing is a powerful way to re-use data created in Next Matter process instances

Everything you need to know about executing Next Matter operations process instances from launch to completion.

Learn how to restrict or allow access to processes and folders.

Learn how to navigate the Next Matter application.

How to login to Next Matter as a user and do basic configuration of your settings like email notifications

Learn how Administrators can do advanced configurations of the Next Matter workspace, like managing users, integrations, billing etc.

How to start a conversation with your team right in the instance.

Everything you need to know about launching an instance from an External Portal.

How to add notes, tasks, questions and ideas in the process builder.

Integrating your own tech stack has never been easier. Learn how to use step templates to leverage preconfigured integrations.

Learn to configure recurring instances to start your processes automatically.

Parse response of integration steps to create fully integrated operations processes and more powerful, dynamic integrations

Get a better overview of all your running process instances

Seamlessly work together on a process with any person outside of your organization by creating a unique link to a step