Workflow Automation
Smart, continuous automation — built into every workflow, powered by AI, delivering real-time decisions
We’re trusted by many companies
SERVICES
Reimagine your processes
no breaks, no silos
Traditional automation often means stopping, shifting systems, or triggering manual reviews.
FastDox flips that model: automation lives inside your client journeys. Every trigger, decision, alert or task occurs instantly and in context, without forcing users to jump between screens, systems or steps.
With real-time analysis, AI logic, and embedded orchestration, your workflows become living, intelligent paths — not rigid, linear pipelines.
Unified automation
All your modules behave as one ecosystem, not bolt-ons.
Live decisions
No delays, no waiting for batch jobs or nightly runs.
AI-first design
Rules augmented with pattern detection, prediction and anomaly signals.
In-journey integrity
Your clients never feel the automation; they just engage in a smooth experience.
Adaptability
Workflows evolve with you, without needing heavy redevelopment or downtime.
WHY CHOOSE FASTDOX?
Why choose FastDox Workflow Automation
Ready to transform your processes into intelligent, always-on, self-driving journeys?
Let’s automate end-to-end, with high-speed logic, AI insight and real-time feedback.
Continuous, embedded flows
From onboarding to compliance, case management, renewals, or follow-ups — automation lives in your full client journeys.
No external apps, no breaks, no disjointed hand-offs.
Real-time decisioning & alerts
As soon as data arrives, rules execute.
Risk is assessed, exceptions flagged, and paths adapt instantly — whether to escalate, request more info or proceed.
AI-enhanced triggers & logic
Use AI to detect anomalies, predict drop-offs, prioritise cases, or route tasks based on patterns not just static thresholds.
Branded, seamless experience
Clients and your team stay inside your FastDox interface, never exposed to backend systems — preserving trust, coherence, and a unified UX.
Global and scalable
Automations run 24/7 across time zones. Whether your office is in Manchester, Toronto or Sydney — processes stay live and active worldwide.
Full auditability & compliance
Every action, trigger, override or escalation is logged, timestamped and exportable — ideal for regulated industries and audit requirements.
Integrated orchestration across modules
Every action, trigger, override or escalation is logged, timestamped and exportable — ideal for regulated industries and audit requirements.
Adaptive re-engagement & retry logic
Missed steps or exceptions don’t stall journeys — FastDox automatically retries, re-routes or sends prompts based on conditions, time windows or priority rules.
Talk to Our Automation Experts
Sectors We Serve
FastDox.
An all-in-one platform.
Our all-in-one platform combines the power of 20 products into one customisable and brandable system.
We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions.
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
- FastDox are committed to protecting your privacy