Workzo

Pipelines and templates

Turn repeated document work into a visible workflow

Connect configurable steps on a canvas, run them manually or on a schedule, and reuse templates for consistent outputs.

In practice

Workzo pipelines make a repeated process explicit. Teams arrange nodes in the order work should happen, configure each step, and use schedules when the workflow should run automatically.

01

Visual sequence

Connect nodes on a canvas so the process is understandable at a glance.

02

Manual or scheduled runs

Start work when needed or configure a recurring schedule.

03

Reusable templates

Keep recurring document outputs consistent across pipeline runs.

A simple sequence

From source material to shared context.

  1. 01

    Map the process

    Create a pipeline and place the required nodes on the canvas.

  2. 02

    Configure and connect

    Set each node's behavior and connect the steps in execution order.

  3. 03

    Run and repeat

    Start the pipeline manually or add a schedule for recurring work.