Workflow Automation
Unlock efficiency and reclaim valuable time by streamlining tasks with Podio's workflow automation.
Your Boost for Everyday Productivity
Trigger on Dates or Changes
Create or Update Podio Items
Assign Tasks and Send Messages
Send and Receive Emails and Texts
Generate PDFs to Automate Document Generation
Integrate and trigger automation with 3rd party tools
Insert Visual Charts and Graphs
Discover How Leading Companies Saved Money Using Podio
Leading companies like Schuster Concrete Companies, Kandio, Integrity Global, Foresight Lighting and Design and Trademark Threads saved 100s of hours per month using Podio's workflow automations.
Automate your Processes
Create workflows to automatically create or update records, assign tasks, and send customized email notifications to customers when records are updated according to your business rules.
Enforce Compliance
Get notifications when any record in Podio is updated and violates your business rules, and trigger workflows when time-sensitive records reach or exceed their target dates.
Visualize your Data
Get visual feedback in realtime by turning any report into a graph or chart to display in any workspace or app, or even in specific items if want a dashboard app right inside Podio.
What Our Customers Say
Real Teams. Real Results.
Grew 30x with Podio generating 5x ROI in six months
We wanted to have something custom, and Anders (from Workways) told me about his Podio experience and how you can build whatever you want and his recommendation on where to start. Without Podio and its automations, my company would be a lot less profitable.
Stefan Stojkovic,Founder, GulvKanonen
In collaboration with trusted Podio Partner, Workways Read full story
Automate to operate without boundaries
What can easily take 4-to-6-person team in comparable companies, is handled by 0.25 of an employee in our organization with Podio.
Kasper DamFounder and CEO, Kandio
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Managing growth with technology
I now have a product that is as simple or as complex as I want it to be. My favorite thing about Podio, is how it does only what I need it to do and nothing more and nothing less.
Matthew MarkoffFounder and Tax Partner, Markoff & Malatesta CPAs PLLC
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Podio keeps Integrity's teams connected and informed
We needed an intuitive solution to the problem of collaborating across diverse operating contexts and time-zones, and to reduce the pain points of sharing spreadsheets back and forth. Podio transformed our entire information environment and instilled a culture of collaborative knowledge management.
Will LowrieHead of Data and Knowledge Management, Integrity
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Enterprise collaboration and business process automation
Everything in Podio has enabled us to take the tool, make it ours and do exactly what we want with it as opposed to trying to fit our business into something else and does it in a way that is simple enough that most people can figure it out.
Chris BlanchardDirector of IT, Schuster Companies
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Get Started on Podio
For streamlined work that will drive your business forward.