Help Guide



Workbases are essentially online spreadsheets that you can integrate with Apps and Client Portals. Workbases can include all sorts of data, including document files.

Getting started

Send data to a Workbase

You can send data, including documents, from your Apps to your Workbase. Sit back and watch as your Workbase grows from intake Apps or self-help tools that qualify leads.

Pull data from a Workbase

Pulling data into your Apps is how you make your data useful. For example, pull data into a document automation App to quickly populate templates with Workbase data.


Your can add Apps directly to your Workbase. This allows you to automate documents in two-clicks: (1) select a row of data; then (2) select an App.


Common patterns for Workbase + Apps.

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