No-Code Workflow Engine

Execute with engineered precision, without engineering.

A claim moves through multiple small decisions as it progresses through its lifecycle. Manual checks and data entry can't keep up, and basic automation stops the moment a claim needs a response to what's actually happening in the file.

The Snapsheet No-Code Workflow Engine reacts to claims data in real time, down to individual field updates, so one event triggers the right downstream action with no engineering required.

What it does:

• Defines logic down to the details. Build and configure automations based on the data that drives claims: coverage limits, estimates, contents reports, approval thresholds, photo analysis, stakeholder communication, and document review.
• Adapts across lines of business. Set if/then conditions at the claim or exposure level to maintain precision even across complex dependencies, high value losses, coverage overlaps, and multiple stakeholders.
• Triggers multiple actions from one event. A single milestone can send an email, fire a text, log a file note, update a field, and assign a task all within one workflow step.
• Takes action without unnecessary intervention. Workflows add tags, update fields, log notes, create tasks, and assign vendors on their own. Global Events apply compliance rules across every workflow, with no exceptions.

AI Agents can also be deployed directly inside the workflow builder using no-code prompt engineering to trigger actions from outputs like claim health scores, true/false determinations, and liability percentages.