Workflow Automation

Workflow Automation Software

Centralizing your information is the first step to being data driven.


Download the HPE Growth Capital Case Study


Dynamo can empower your team’s collaboration and help guide processes through automated:

  • Data changes
  • Task assignments
  • Authenticated Approvals
  • Alerts
  • Notifications
  • Reporting

Dynamo is a Rules Driven Platform

We use rules to drive customized workflows that typically eliminate the need to manually start processes. Similar to the rules used in Dynamo’s automated email and document capturing feature, Dynamo Exchange, processes can be kicked off based on data or events in the system. Rules can also determine what data needs to be entered into certain fields, going beyond simple task assignments.

“Thanks to Dynamo’s automation features, we now have everyone on the same page come Monday morning and we can immediately generate the needed reports.”

HPE Growth Capital

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Automate Your Pipeline Management

When a prospective client, investment, or deal reaches a certain stage in the pipeline, Dynamo can automatically assign tasks to team members that need to complete the next steps in the process while at the same time entering or changing data in fields that may trigger a flag or even automatically run a report that alerts a team member of the milestone. To learn how HPE Growth Capital uses Dynamo’s workflow automation features, download the HPE Growth Capital case study.

Dynamo’s workflows can also be configured to automate internal policies, procedures, and compliance-related tasks that typically span front-to-back-office data and team members. Using the power of Dynamo, our clients spend less time manually creating and tracking reminders, and instead, let the system drive the process whenever possible.

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
University of Oregon