Workflow & Automation

Automate Processes. Accelerate Productivity.

Empower your team with streamlined workflows, automated checklists, real-time notifications, and secure e-signatures—all in one centralized platform. Klyck removes manual bottlenecks so you can move faster, stay compliant, and get more done with less effort.

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Less Time Spent on Manual Tasks

Faster Review & Approval Processes

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Reduction in Document Processing Times

Streamlined Review & Approval Workflows

Simplify Reviews and Keep Approvals Moving

Automate your document and content approval processes with Klyck’s efficient workflows. From simple tasks to complex approvals, ensure that your team stays aligned with clear steps and timely actions. Whether it’s for contracts, policies, or project documents, Klyck’s workflow automation helps you get things done faster with less friction.

Real-Time Notifications & Alerts

Stay Ahead with Real-Time Alerts

Stay on top of your tasks with automated notifications from Klyck. Whether it’s a review process, task completion, or pending approval, Klyck sends real-time alerts to keep everyone informed. Never miss an update, and ensure that nothing falls through the cracks, no matter how busy your team gets.

Customizable E-Signature Workflows

Accelerate Approvals with E-Signatures

Simplify your signing process with Klyck’s e-signature workflows. Whether you’re managing contracts, approvals, or agreements, Klyck streamlines the entire process by enabling secure, legally binding digital signatures. Say goodbye to manual signatures and paper trails—automate and complete your workflows with ease.

Daily Routine Checklists & Task Automation

Standardize Daily Tasks & Save Time

Enhance team productivity with automated daily routine checklists and task reminders. Set up recurring tasks, assign responsibilities, and track progress—all in one place. Klyck ensures that nothing is overlooked by guiding your team through routine actions and saving valuable time every day.

Why Use Klyck’s Workflow & Automation?

Real-Time Visibility

Track progress at every stage with live updates, ensuring nothing falls through the cracks or gets held up.

Fewer Manual Tasks

Automate repetitive tasks and daily routines so your team can focus on higher-impact work that drives results.

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Customizable Workflows

Adapt approval paths, task assignments, and checklist structures to match how your business really operates.

Improved Accountability

Assign clear ownership to every step of a workflow, helping teams stay aligned, informed, and action-oriented.

Secure & Compliant

Ensure e-signatures, approvals, and records are audit-ready, traceable, and stored securely in a centralized platform.

Faster Approvals

Keep processes moving with automated workflows that reduce delays and help your team approve content in less time.

Additional Klyck Features

A set of building blocks to help your team do more, faster.
Easily Edit Content

Our modern page editor makes it super easy to create new documents that look great by default every time

Content Library

Embed documents directly into pages or use our content library to organize files for your team

Real-Time Collaboration

Collaborate on documents together in real-time. Reduce the number of meetings and time spent searching

Templates

Use pre-existing templates from top performing teams or create and share your own templates

Instant Search

Quickly find what you need, when you need it with powerful advanced search capabilities

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Permission Rights

Whether it’s your team or a client, set permissions to control who has access to view or edit your pages

Pre-Built Components

Use pre-built modules to jumpstart your pages including to-do lists, tables, images, videos and files

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Pages & Subpages

Easily organize all of your content and information into pages by simply dragging and dropping

Advanced Analytics

Use advanced analytics to measure content utilization, performance and effectiveness

Tables

Organize and display your information on pages by using tables

Live Notifications

Get real-time insights into your content engagement and performance to advance leads 

Announcements

Never miss important updates around news, announcements or content

Tags

Tag content in your library to make it easy to find or group it for certain use cases

Filters & Sort

Filter and sort your content to easily find the best information specific to your situation

Page History

Track every change with Klyck’s page history. Easily revert to previous versions and collaborate confidently.

Still Using Sharepoint?

Complex file folder structures only make it more difficult to find what you need, when you need it. Reduce the time it takes to find, present or share your content.

Get started with a template

Not sure where to get started? Use templates from top performing teams

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