Checkbox Features
On Checkbox, you can build and flexibly deploy apps to automate processes through a multitude of app-development capabilities
Document Generation
Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature
Forms Automation
Capture the information you need from users or systems and conduct triage using smart forms
Workflow Automation
Automate end-to-end user journeys including approvals, scheduled tasks and reminders
Data Applications
Record, retrieve and update data from dynamic systems of record that connect with your Checkbox Apps
Decision Support
Design complex rules and decision-tree logic, including calculations and weighted scores
No Code App Building
Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface
Transform your processes using the most powerful automation software
Scale Expert Time
Free up the time of experts to focus on high complexity and high impact tasks and achieve more with less through self-service and automation
Improve Quality & Risk
Reduce risk of non-compliance and inconsistent quality by codifying business processes and rules into applications
Build Apps Quickly & Easily
Build, customize & maintain your apps cost-efficiently without relying on IT. Enjoy greater control over time and cost of digital transformation
Features anyone can use
Build feature-rich apps on our easy-to-use, drag and drop development studio and say goodbye to clunky Excel sheets, manual processes and legacy systems!
Smart Forms
Build digital smart forms including conditional fields, Y/N, dropdowns, free text and more
Flexible Deployment
Multiple native deployment options to facilitate both external & internal user journeys, plus white-labelling
Configurable Permissions
Configurable enterprise access controls with permission structures set at account, team & workflow levels
Dashboards & Analytics
Gain instant insights into your customers, services & processes through powerful customizable dashboards
Distribute via URL
Distribute apps via a web link with the option to apply a passcode, as an alternative to logging in
Dynamic Tables
Build interactive tables that dynamically render rows and content depending on user responses
Enterprise Integrations
Checkbox is SSO-ready and can easily plug into your existing enterprise solutions through SSO, REST APIs & Webhooks
Audit Trail
Transcript and centralization of responses, actions, and documentation for audit and record keeping purposes
Approval Workflow
Approve or reject responses digitally with comments & centralized tracking
Parallel Workflow
Create multiple parallel streams of work for information or approvals
Bulk Processing
Execute bulk triage, document generation or approvals by simply uploading a csv file
Tool Tips
On-screen guidance to provide additional support to the user through definitions and links
File Upload
Allow users to upload images and documents as evidence or support to their responses
Email Notifications
Automate emails with custom messages that are sent based on set conditions or outcomes
White Labelling
Change the logo and colours of your platform & solutions to give your brand’s look and feel
Data Export
Export selected data from the platform in csv format with one click
and more..
Integrate Checkbox Apps with Your Existing Work
Customer Relationship Management
Create, update, and validate data against customer and vendor records
Financial Management Systems
Perform calculations & generate documents as financial data is updated
Human Capital Management
Populate forms, documents and drive decision-logic using employee information
Document Management Systems
Store generated or uploaded documents into specified folders
Spreadsheets
Bulk process data for triage, reasoning and document generation by uploading a csv file
E-signature
Send documents directly for e-signature with custom email messaging
Communications
Trigger messages, emails and notifications with dynamic content specific to events
Task & Matter Management
Create, assign, update and close tasks or matters based on data captured
Access &
Authentication Control
Enable single sign-on (SSO) and sync user permissions with access controls
Intranet & Portals
Embed forms and tools as hyperlinks or iFrames in collaboration spaces
Online Databases
Validate and auto-populate inputs in forms from other systems
Business Intelligence
Export captured data for analytics and visualization
Learn more about the Checkbox platform
Frequently Asked Questions
Checkbox is an award-winning no code platform which allows users to build their own business apps for process automation. Apps are built using Checkbox’s intuitive drag and drop interface, which requires no technical knowledge. This empowers users to create and deploy solutions in hours, not months, without writing a single line of code.
Because Checkbox is truly no-code, users can build and maintain apps without relying on IT or Checkbox as a vendor, providing greater control over development cost and timelines and flexibility to respond to user feedback or process changes.
Checkbox is also unique in that it combines forms automation, decisioning support, document automation and workflow automation all on a single platform to enable complete end-to-end expert process automation with a seamless end-user experience.
Checkbox automates manual processes that involve precious expert time. We call this expert process automation (EPA). This includes processes such as collecting information, generating documents, conducting risk assessments, drawing conclusions, providing advice and answering FAQs, review and approval workflows, and conducting quality assurance and audits. Find our most common use cases by industry.
Yes, Checkbox has a range of templates for common use-cases which you can get access to. Any application built in Checkbox can also be exported with a single click to enable template sharing across users, even outside your organization. Explore our available solution templates.
Yes, applications built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.
Checkbox is no code. Our completely visual drag and drop application builder means that anyone can build their own automation and workflow tools without coding or IT knowledge. We have lawyers, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, without prior technical knowledge.
Checkbox is designed to be the fastest no code development platform. We have seen simple applications with basic logic (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organisation’s entire procurement framework) built in 6 months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.
Yes. Whilst Checkbox is no code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.
Get started with your digital transformation journey
See how Checkbox fits in with your organization by contacting us or requesting a free demo
