Workflows
Self-service, simplified
Give customers and vendors a branded portal — orders, invoices, documents, and approvals — without ever picking up the phone.
Build surface
A workflow shaped like the business
Each page combines the core records, automations, and reporting loops this team needs to operate without patchwork tools.
Self-Service Access
Give customers and vendors 24/7 access to their accounts and data.
Secure & Private
Role-based permissions ensure users only see what they should.
Real-Time Updates
Automatic notifications keep everyone informed of changes.
Document Management
Share invoices, contracts, and files securely with external users.
Outcomes
The messy parts become a map
Path turns the everyday exceptions, handoffs, and follow-ups into visible operating rules your team can trust.
Reduce support tickets and calls
Improve customer satisfaction
Real-time order and invoice access
Branded portal experience
Document sharing and collaboration
Custom workflows and approvals
Implementation rhythm
Start focused, then extend without rebuilding
Launch the first useful workflow quickly, learn from real operators, and keep adding modules as the team standardizes on Path.
Model the records
Define the objects, roles, and statuses that make portals work.
Ship the workflow
Put a focused app in front of users and tune the handoffs around real behavior.
Automate the exceptions
Add reporting, alerts, approvals, and integrations once the path is clear.
More workflows
What else runs on Path
Connected systems