Define Once, Execute Forever
Every Manual Task Is Money Walking Out the Door
Processes that live in your head or in scattered documents are processes that fail. Build them once in AgencyTitan and watch them execute themselves.
Stage-Based Workflows
Define your processes as stages with dependencies, due dates, and assignments. Work flows through stages automatically—no manual handoffs, no dropped balls.
- Visual stage builder
- Dependency management
- Automatic stage progression
- Conditional branching logic
[PLACEHOLDER: Screenshot of process stage builder]
Automatic Assignments
Each stage knows who should do it. Round-robin, smart routing, or specific assignees—work lands where it needs to be without manual intervention.
- Multiple assignment modes
- Smart routing by capacity/expertise
- Escalation on overdue
- Reassignment workflows
[PLACEHOLDER: Screenshot of assignment configuration]
Layout Builder for Stages
Each stage can have its own interface. Drag-and-drop fields, instructions, file uploads, approvals—whatever that stage needs to execute properly.
- Drag-and-drop field builder
- Rich instructions and guidance
- File attachment support
- Approval workflows
[PLACEHOLDER: Screenshot of stage layout builder]
Compliance & SOP Integration
Link SOPs to stages. Require checklist completion before progression. Verify that processes actually follow the documented procedures.
- SOP attachment per stage
- Checklist requirements
- Compliance scoring
- Audit trail
[PLACEHOLDER: Screenshot of compliance tracking]
Key Capabilities
Notification Triggers
Automatic notifications when stages start, complete, or go overdue. Keep everyone informed without manual updates.
Due Date Calculation
Automatic due dates based on stage duration and dependencies. Never miss a deadline because someone forgot to set one.
Stop Losing Money to Manual Processes
Every manual handoff is a chance for something to fall through the cracks. Automate it.
No credit card required