I got a couple of questions: 1) I would create an onboarding process, but some of the steps might take the user some time. Can they come back to where they left? Or do they have to complete everything right away? 2) Could a 3 step process stop at step 2, and only be available for the end user once an admin approves it? 3) Can you embed loom videos?
Thanks!!
Founder Team
Ryan_Walker
May 12, 2026
A: Hey there!
1. Yes that's possible. if the user isn't a part of your org (e.g a guest) you can assign them tasks by email with due dates into the future to have them come back to it. 2. Yes you can do this with Approval steps, which require the user to approve particular tasks 3. Yep, we support embeds
Can the guests complete my defined process in multiple iterations. Essentially, can they continue from where they left off to complete the process?
Here is my use case... I have more than 100 clients. They may wish to complete our long process over multiple instances. So, they may complete 30% of the process today, and probably wish to complete the rest tomorrow. Is that possible by having my...
Founder Team
Ryan_Walker
May 10, 2026
A: Hey there, yes, that is possible. The way you would do it is: 1. Create your process. 2. In the first task, add an email input and make it required. 3. Assign the tasks inside the process to that email input. For example: - Task 1 is assigned to the email. - Task 2 is assigned back to that email. - Task 3 is also assigned back to that email, but the due date is two days from now. You may set...
Could reminders be more frequent to prevent abandoned processes?
Could this reminder be repeated according to a schedule I specify? (e.g., the first one – 1 day after starting, then 3 days, 7 days, 14 days, 30 days...)
The current roadmap for this quarter includes: - CNAME and SMTP support - Team Roles and Permissions (Control who can create/edit/run/view) - Process folders for organising processes - Process Variables to prefill tasks/steps - Conditional Tasks/Sections in processes
1) When I'm inviting 100 guests to multiple processes, can I see the list of people who have completed all the steps, processes, etc.?
What other data does the analytics provide?
2) How does the AI work/differ from GPT?
3) Is AI truly unlimited? You have BYOK option too?
Founder Team
Ryan_Walker
May 6, 2026
A: Hey there! 1.The way guests work is that you can invite a guest, who is kind of like an anonymous user, unless you have input fields inside your tasks to capture information about them. We unfortunately can't capture who they are, and this is why we have team members as well. Guests are more for when you need people to fill something out, but you don't need to capture the specific...
1. Change the "Active Processes" icon (tiles) to a more intuitive symbol, such as gantt view, task list, or something else 2. After manually adjusting the column width of the process task list (left column), the app can't remember it. If this is inevitable, please provide an option in account settings to set that width. 3. Provide an option to open the first or the last unfinished task of a...
Founder Team
Ryan_Walker
May 6, 2026
A: Hey there,
Thanks for the suggestions:
1. Great idea, will look to implement. 2&3 Will have a look into this. 4. On the roadmap will be coming in June 5. At this stage, scheduled processes will stay as their own section mainly because they serve a different purpose. The active processes are used for the current running ones, and the schedules allow you to quickly change and adjust the...
Q: Couple of questions before purchasing:
Hey Ryan. Thanks for creating this app!
I got a couple of questions:
1) I would create an onboarding process, but some of the steps might take the user some time. Can they come back to where they left? Or do they have to complete everything right away?
2) Could a 3 step process stop at step 2, and only be available for the end user once an admin approves it?
3) Can you embed loom videos?
Thanks!!
Ryan_Walker
May 12, 2026A: Hey there!
1. Yes that's possible. if the user isn't a part of your org (e.g a guest) you can assign them tasks by email with due dates into the future to have them come back to it.
2. Yes you can do this with Approval steps, which require the user to approve particular tasks
3. Yep, we support embeds
Share NextStep
Q: Can Guests fill in the process in parts?
Can the guests complete my defined process in multiple iterations. Essentially, can they continue from where they left off to complete the process?
Here is my use case... I have more than 100 clients. They may wish to complete our long process over multiple instances. So, they may complete 30% of the process today, and probably wish to complete the rest tomorrow. Is that possible by having my...
Ryan_Walker
May 10, 2026A: Hey there, yes, that is possible.
The way you would do it is:
1. Create your process.
2. In the first task, add an email input and make it required.
3. Assign the tasks inside the process to that email input.
For example:
- Task 1 is assigned to the email.
- Task 2 is assigned back to that email.
- Task 3 is also assigned back to that email, but the due date is two days from now.
You may set...
Share NextStep
Verified purchaser
Will the user be reminded by email that this process has started? Can the frequency be set❓
Verified purchaser
Yes they will receive an email when process is started if they are assigned a task in the process.
They will receive email notifications when a due date is also hit for a task
Verified purchaser
Could reminders be more frequent to prevent abandoned processes?
Could this reminder be repeated according to a schedule I specify? (e.g., the first one – 1 day after starting, then 3 days, 7 days, 14 days, 30 days...)
🤔
Verified purchaser
Regarding reminders at this stage we only have the one reminder, but will look into this more in future
Q: What's your development plan❓
Is there a roadmap?
Ryan_Walker
May 10, 2026A: Hey Jack,
The current roadmap for this quarter includes:
- CNAME and SMTP support
- Team Roles and Permissions (Control who can create/edit/run/view)
- Process folders for organising processes
- Process Variables to prefill tasks/steps
- Conditional Tasks/Sections in processes
Share NextStep
Verified purchaser
👍
Have you considered using a tool for this? For collecting feedback, roadmaps, and changelogs.
For example, FeatureShift?
https://appsumo.com/products/featureshift/
🤔
This improves communication with the community.
Q: Guests & AI
1) When I'm inviting 100 guests to multiple processes, can I see the list of people who have completed all the steps, processes, etc.?
What other data does the analytics provide?
2) How does the AI work/differ from GPT?
3) Is AI truly unlimited? You have BYOK option too?
Ryan_Walker
May 6, 2026A: Hey there!
1.The way guests work is that you can invite a guest, who is kind of like an anonymous user, unless you have input fields inside your tasks to capture information about them. We unfortunately can't capture who they are, and this is why we have team members as well. Guests are more for when you need people to fill something out, but you don't need to capture the specific...
Share NextStep
Q: A few things to be improved
1. Change the "Active Processes" icon (tiles) to a more intuitive symbol, such as gantt view, task list, or something else
2. After manually adjusting the column width of the process task list (left column), the app can't remember it. If this is inevitable, please provide an option in account settings to set that width.
3. Provide an option to open the first or the last unfinished task of a...
Ryan_Walker
May 6, 2026A: Hey there,
Thanks for the suggestions:
1. Great idea, will look to implement.
2&3 Will have a look into this.
4. On the roadmap will be coming in June
5. At this stage, scheduled processes will stay as their own section mainly because they serve a different purpose. The active processes are used for the current running ones, and the schedules allow you to quickly change and adjust the...
Share NextStep