Workflow Automation

As a competitive business, you cannot afford to be bogged down by manual processes, repetitive tasks, or cumbersome operations. That's where the power of FastDox’s workflow automation and triggers comes into play. We understand the significance of optimising business operations, and our solutions are designed to bring a paradigm shift in how your organisation functions.

Transform Your Business With FastDox

What is Workflow Automation?

Workflow automation involves the use of technology to execute a series of predefined tasks to accomplish a specific objective, without requiring manual intervention. It streamlines complex business processes, ensuring that each task is performed consistently and efficiently.

The Role of Triggers in Workflow Automation

Triggers are specific conditions or events that initiate a workflow. These could be anything from a new customer signing up, an employee submitting an expense report, to a recurring monthly task. Triggers ensure that workflows are not just automated, but also timely and context specific.

How FastDox Can Help

At FastDox, our all-in-one suite of solutions is designed to facilitate this transformation seamlessly. With a customer base that spans the globe and offices in the UK and Canada, we are committed to helping companies redefine what is possible. Whether you want to trigger different self-serve onboarding journeys at different times of the day, automate re-engagement with clients, trigger reminders, schedule appointments, complete KYC or automate annual reviews. All can be done with a with ease within the FastDox campaign and workflow management tools. The future of business lies in automation and intelligent systems. Workflow automation and triggers are not just a technological upgrade; they are an operational necessity. By adopting these systems, you are taking a significant step toward a more efficient, effective, and competitive business model.

Key Features & Benefits

Enhanced Efficiency Automating repetitive tasks frees up your employees to focus on more complex, value-added activities. This, in turn, can lead to increased productivity and a more efficient use of resources.

Cost Savings By eliminating the need for manual labour in certain tasks, you not only save time but also reduce the costs associated with human error, rework, and oversight.

Greater Accuracy Automated workflows are devoid of human error, ensuring that tasks are performed with a higher degree of accuracy. This is especially vital in processes that involve data entry, calculations, and compliance checks.

Scalability As your business grows, workflow automation and triggers can easily be scaled to meet increasing demands without requiring a proportional increase in manpower or resources.

Real-Time Monitoring and Analytics Automated workflows come with the advantage of real-time tracking. You can monitor the progress of tasks, measure performance metrics, and derive actionable insights for continuous improvement.

Improved Collaboration and Communication Workflow automation enables better communication between departments or teams by standardising the procedures and making information readily available. This fosters a more collaborative work environment.

Enhanced Customer Experience Automated customer service workflows triggered by specific customer actions lead to faster, more personalised service. For example, an automated welcome email can be triggered the moment a new customer signs up. The type of message and/or self-serve journey can adjust depending on the time of day, if a lead lands in the client management system out of hours it may be sent down a different journey than if it appeared during core working hours.

Risk Mitigation By automating compliance-related tasks and reports, you significantly reduce the risk of non-compliance and the potential legal issues that may arise from it.

Faster Decision Making With the elimination of manual bottlenecks and instant data availability, decisions can be made instantly, keeping projects and tasks moving at an optimal speed.

FastDox 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

See the links below for further information on any of these solutions.


Trusted by Many

Millions of Customers at 100's of Companies Accelerate Their Business: Powered by FastDox.


“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.

The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.

We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”

Voluntary Arrangements
StepChange Debt Charity

“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”

Keil Malpass, Project Manager
AMK Legal

“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”

Mark Carroll, Operations Director
Goodwin Barrett

“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”

Hanover Insolvency

"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."

Your Mortgage Decisions

"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"

Total Processing

"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."

Harris & Partners

"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"

Bennett Jones

"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."

A. Fisher & Associates

"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."


"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."

Car Loans Canada

"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."

Her Accountants

We Get Things Done

Waiting for documents to be returned puts a huge strain on your productivity. With FastDox
82% of SMS received are actioned and completed within 20 minutes.


FastDox’s all-encompassing customer onboarding platform drives efficiency by ensuring all documents are returned and completed in record time. We believe there are no limits to success. Only admin. We want your staff to be focused on driving profit and improving your business performance not shuffling papers and playing telephone tennis. FastDox breaks the chain of endless amounts of phone calls, document chasing and email answering by automating tedious and time-consuming admin tasks.

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Your Questions Answered

Your questions are important to us. Read our list of frequently asked questions to get the answers you’re looking for.

If you still need more information please give us a call on 0161 820 9310

We provide a full consultancy service via our Customer Success Team.

We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.

All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.

We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.

Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.

We will conduct training on-site or remotely – it’s entirely your choice.

Once the initial training is completed, you will have access to your bespoke explainer and training videos.

These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.

FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.

Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.

You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.

They will be in regular contact and will keep you posted with further releases and new modules.

Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!

Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday

We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.