Workflow, templates & auditAutomation without magic.
Groundwork's workflow engine lets you trigger tasks, emails, stage changes, and approvals from events across the platform — with a full audit log for compliance-conscious operators.
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TemplatesReusable emails, checklists, forms, and estimates.
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AutomationsTriggers → actions. Deal won → invoice draft. Overdue → escalation.
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Approval QueueEstimates, change orders, and financial changes gated by approval.
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Audit LogWho changed what, when, and from where. Immutable.
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Access ModesCompany-wide policies: SSO, IP restrictions, 2FA enforcement.
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IntegrationsQuickBooks, Google, Stripe, Twilio, Zapier, and open API.