Workflow Automation Use Cases
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting…
Let’s be real—workflow automation is like having a super-efficient robot teammate. In plain English, it’s about letting…
If you want to run a successful business, segmenting your customer base is one of the most…
Let’s face it — in today’s fast-paced digital world, no one has time for clunky systems or…
We’re excited to announce that Planfix has been recognized as a Spring 2025 Leader in the Project…
April may be over, but our efforts to improve Planfix are just getting into full swing. Check…
Grouping customers based on their preferences, buying habits, and behaviors is a great way for companies to…
Project management is changing fast, thanks to new tech, different ways of working, and the ups and…
No matter what type of business you run, dealing with documents is unavoidable. Of course, those documents come in…
Technology never stands still. Every year, it surprises us with new possibilities and solutions. 2025 promises to…
Have you ever found yourself desperately needing information, only to find it buried in a million Slack…
Throughout March, the Planfix team was fine-tuning the system. We’re excited to announce a host of fixes…
Process mapping is a powerful way to get a clear picture of how work flows through your…