Manifestly 3.0 – Powerful Workflows, Checklists, and SOP Software

Manifestly is a comprehensive workflow, checklist, and SOP platform that helps teams organize, automate, and audit recurring processes. It enables you to create powerful workflows with conditional logic, role-based assignments, due dates, reminders, data collection, customizable dashboards, and extensive integrations. The tool supports task scheduling, real-time progress tracking, and an auditable activity log to ensure accountability and continuous improvement.

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How It Works

1. Model your processes as workflows and checklists. Transform repetitive tasks into actionable sequences.
2. Assign and schedule tasks. Use role-based assignments and due dates to ensure responsibilities are clear and on time.
3. Automate and integrate. Trigger runs based on events from other systems via webhooks, API, Zapier, or built-in integrations.
4. Track and audit. Monitor progress with sortable summaries, reminders, activity logs, and customizable dashboards.
5. Scale with templates. Start from templates for common workflows and adapt to your organization’s needs.

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Use Cases

• IT Administration
• HR & Employee Onboarding
• Customer Onboarding
• Property Management
• Accounting & Finance
• Marketing & Operations
• Sales & CRM
• Real Estate & Construction
• Manufacturing & Logistics
• Software & DevOps
• Restaurants & Retail
• Compliance & Legal

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Features

• Conditional logic to handle complex use cases
• Role-based assignments to ensure clear ownership
• Relative and fixed due dates with reminders
• Data collection forms and customizable dashboards
• Schedule, automate, and import runs from spreadsheets
• Webhooks, API access, and Zapier integrations
• Thousands of integrations via Zapier + built-in API
• Activity logs and searchable history for auditing
• Templates for common workflows (Employee Onboarding, Customer Onboarding, IT Administration, Property Management, Marketing, etc.)
• SOC2-certified security for data protection
• Calendar integration and recurring schedules
• Access controls with departments & roles, SAML SSO

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How to Use Manifestly

1. Create or choose a template for your workflow or SOP.
2. Define tasks and conditional logic. Assign roles and set due dates; add data collection fields as needed.
3. Configure automation. Set triggers via webhooks or API; connect with Slack, Microsoft Teams, Notion, Salesforce, Zapier, and more.
4. Schedule and run. Initiate routine runs (one-off or recurring) and monitor progress from the dashboard.
5. Audit and improve. Use activity logs and reports to identify bottlenecks and optimize processes.

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Integrations & Platforms

• Slack
• Microsoft Teams
• Notion
• Salesforce
• Zapier API & Webhooks
• API access for custom integrations

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Pricing & Onboarding

• Free onboarding support and a free trial for quick start
• SOC2 certified data security
• Access to a library of templates and a growing set of integrations

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Core Benefits

• Clear process ownership with role-based tasks
• Consistent execution of recurring processes
• Real-time progress tracking and auditing
• Flexible automation that scales with your organization
• Extensive template library for rapid deployment

What Our Customers Say

• “Manifestly helped our team automate recurring checklists and stay aligned.”
• “The webhook and API capabilities simplify integrations with our existing stack.”
• “SOC2 compliance gives us confidence in data security.”

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Changelog

• Manifestly 3.0: More control over recurring workflows, enhanced templates, and expanded integrations.

How It Works (Summary)

• Create, assign, and automate recurring checklists and SOPs.
• Use conditional logic and role-based assignments for precise task management.
• Schedule runs, gather data, and monitor progress with auditable logs.
• Integrate with your existing tools to trigger actions and streamline operations.

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