Workflow Builder

Streamline your business operations

Moxo seamlessly connects your collaborative processes—from multi-level approvals to dynamic forms and integrations—into powerful workflows that drive results.

Trusted by leading global organizations

How Moxo's business process automation works

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Start with a trigger

Define your workflow's starting point through triggers like form submissions, document uploads, or scheduled events—creating an automatic launch pad for your business processes.

Build without boundaries

Craft your workflow by simply dragging and dropping actions onto the canvas. Add approvals, signatures, document requests, and smart routing—all through an intuitive visual interface that requires zero coding.

Logic that flows

Implement intelligent decision-making. Create dynamic branches with conditional logic, set up complex parallel approvals based on business rules, and design flexible processes that respond to changing variables.

Connect and scale

Supercharge your workflows by connecting them to your existing business tools or even other Moxo flows. Create templates, share across teams, and continuously optimize based on real usage.

The power of collaborative workflows

Visual workflow builder

Create complex workflows with drag-and-drop simplicity to streamline your operations.

Extend, don't replace

Connect Moxo to your existing tools, enhancing your processes without any disruption.

Powerful interaction suite

Build processes with messaging, video calls, document exchange, signatures, and forms.

End the approvals chase

Drive stakeholders to take action on critical business workflows on mobile and web.

Template playbooks

Save your proven workflow patterns as repeatable playbooks across your organization.

Role based controls

Define who sees and does what across the entire process journey with granular precision.

Customizable business actions

Design and implement workflow actions tailored to your specific business needs.

Subprocess support

Create parallel workflows that work together to handle complex business operations.

Smart decision logic

Develop intelligent workflows with conditional branching, dynamic routing, and DDR.

Seamless experiences

Launch workflows that your customers can navigate effortlessly, with easy to follow steps.

Configurable triggers

Set automated workflow starts based on events, schedules, or custom conditions.

Template library

Deploy templates across your organization for processes that teams can use instantly.

See how organizations thrive with Moxo

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Wunderkind, a top digital marketing firm, uses Moxo to streamline implementation and onboarding

BNP Paribas streamlines client onboarding and account management with Moxo

Peninsula Visa cut processing from days to hours, reducing turnaround time by 93%

Hibernia College uses Moxo to streamline student onboarding and engagement

Zeta Global leverages Moxo to streamline onboarding and implementation

K&A Tax simplifies tax filing and client management with Moxo

Questions + answers

What business processes can Moxo's automation solutions streamline?

Moxo's automation solutions excel at streamlining complex multi-party workflows across your entire business ecosystem. These include document-intensive workflows, client onboarding procedures, approval processes, cross-departmental processes, and routine administrative tasks. Our platform identifies operational bottlenecks and implements intelligent automation that reduces manual intervention while maintaining compliance standards. Organizations typically achieve a minimum of 60-70% reduction in processing times and significant cost savings.

How does Moxo's automation technology integrate with our existing systems?

Moxo's automation platform features seamless integration capabilities with your existing enterprise systems, including CRM, ERP, and document management solutions. Our API-first architecture enables connection to several business applications without disrupting your current technology infrastructure. Implementation follows a phased approach, allowing for customization to your specific business requirements while maintaining security protocols and data governance standards.

What ROI can we expect from implementing Moxo's process automation?

Organizations implementing Moxo's process automation solutions typically see ROI within weeks to months of deployment. The financial benefits come from multiple sources: reduced operational costs (50% average reduction), improved employee productivity (2x average increase in throughput), accelerated processing times, enhanced compliance accuracy, and improved customer satisfaction. Our analytics dashboard provides real-time visibility into performance metrics, allowing you to track and quantify these improvements against your business objectives.

How does Moxo ensure security and compliance during implementation?

Moxo maintains the highest security standards during implementation through our enterprise-grade infrastructure with SOC 2 Type II, GDPR, and ISO 27001 certifications. All data is encrypted both in transit and at rest using AES-256 encryption. Our automation solutions include configurable compliance guardrails that adapt to industry-specific regulations. Additionally, comprehensive audit trails document all system activities, ensuring transparency and accountability throughout automated processes.

Orchestrate your business process

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