Workflow manager

Workflow Manager

Your workflows. Supercharged by AI.

Simplify customer data intake with smart workflows and agentic AI assistants that help your team act fast.

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Autonomous workflows that act 24/7

Get more done with AI assistants

Scale your workflow with AI assistants that review, validate, and input customer data for you.

Gain full visibility

See every step in the customer journey from start to finish—and every dynamic path along the way.

Automate repetitive tasks

Connect your business software, automate communication, and request missing data with an AI assistant.

Speed up completion rates

Analyze every step in the customer journey to optimize results.

Empower your
workforce

EasySend’s AI assistants extend your workforce by streamlining data intake, reviewing submissions, validating information, and sending follow-up communications. By offloading these tasks to digital labor, your team can focus on delivering exceptional customer experiences at scale.

AI communication

Follow up on missing customer data.

AI approver

Input accurate customer data or route workflows.

AI review

Confirm that customer data is complete and correct.

AI smart scan

Extract text from identification images.

Launch dynamic workflows

Optimize your operations with EasySend. Plan and automate every digital touchpoint with AI assistants, so your team can improve efficiency and deliver excellent customer experiences.

Drag and drop

Create workflows without code

Improve workflow management. Drag and drop each step in the customer journey from start to finish with our no-code solution.

AI Assistants

Scale your workflow with AI assistance

Speed up completion rates by having AI assistants review, validate, input, and request customer data for you.

Business Integrations

Connect your business tools

Integrate your CRM and business software to intake customer data and pre-fill journeys automatically.

Advanced Analytics

Optimize the customer journey

Monitor user progress in real time and spot gaps in the funnel so you can optimize for better conversions and engagement.

Stay in control with  a human-in-the-loop

Your AI workforce will handle repetitive tasks, but your team calls the shots. Every AI assistant operates with full transparency, giving your team control and oversight.

Workflows for any use case—no matter how complex

Track every step of the customer journey and gain insights to close gaps and improve completion rates.

Insurance

Insurance Quote 

FNOL 

Policy Update 

Claims

Healthcare

Patient Intake 

e-Consent

Medical History Report

HIPAA Authorization

Financial services

Customer onboarding 

KYC 

Compliance 

Investment

Business Operation

Vendor Onboarding

Purchase Order 

Customer Onboarding Employee Contract

Construction

Request for Proposal (RFP)‍

‍Building Permit Application‍

‍Contractor Agreement‍

‍Change Order

Real estate

Purchase Agreement

‍‍Lease Agreement

‍‍Rental Agreement

‍‍Listing Agreement

Entertainment

Licensing

Talent Contract

Distribution Agreement

Talent Release Form

Retail

Supplier Onboarding & Registration

Customer Onboarding

Employee Contract

Purchase Order