Product

Run your operations with workflows, not memory.

DoubleTick is a workflow execution platform that helps operations teams run repeatable business processes — approvals, follow-ups, request routing, document collection, and cross-team handoffs — with clear steps, owners, and AI workers.

Start your first workflow free →
Purchase Approval Live
Request submitted Done
Details extracted AI Done
Pending approval Waiting
4
Generate PO draft AI Next
4
Steps
2
AI Workers
1
Approver
The problem

Your work runs on memory, messages, and manual follow-ups.

Requests come in on WhatsApp and get lost in the scroll.
Details sit in inboxes and spreadsheets nobody checks.
Approvals happen on calls with no record of the decision.
Follow-ups live in someone's head until they forget.

The result is always the same: things slip, deadlines pass, people chase each other instead of moving work forward. It is not a people problem. It is a process problem.

DoubleTick replaces the chasing with a system.

You define the workflow once. Every request follows the same steps, with clear owners, due dates, and AI workers handling the repetitive parts.

How it works

Four steps from request to resolution.

01
Capture the work
Work enters the system from wherever it already lives. Paste a message, upload a document, fill a form, or start from a template.
02
Turn it into a workflow
DoubleTick structures the request, assigns the next step, and routes it to the right owner. Every step has an owner, a due date, and a clear outcome.
03
Let AI handle the repetitive steps
AI workers extract information from messages and documents, prepare drafts, send reminders, and keep things moving without manual intervention.
04
Track every handoff
Your team can see the owner, due date, approval status, activity, and next action in one place. No chasing required.
Core capabilities

What DoubleTick does for your operations.

Capture work from anywhere

WhatsApp, email, forms, spreadsheets, PDFs. Work enters the system from wherever it already lives.

Structure it into workflows

Define steps, roles, SLAs, approvals, and required information. Run it consistently every time.

Assign steps to people or AI

Let your team handle decisions while AI workers extract, draft, remind, and escalate.

See exactly what is stuck

Know who owns the next step, what is overdue, and what happened — without building a reporting system.

AI Workers

AI that works inside your workflows, not beside them.

DoubleTick includes AI workers assigned to real workflow steps — not floating chat suggestions. They extract details from documents, draft responses, send follow-up reminders, and escalate delays.

Extractor Worker

Turns messages, emails, and PDFs into structured data.

Follow-up Worker

Reminds owners and escalates overdue work.

Drafting Worker

Prepares emails, messages, and documents for review.

Summary Worker

Creates updates from workflow activity.

Compliance Worker

Checks required fields and documents.

Every AI action is visible inside the workflow. Learn more about AI Workers →
Templates

Start with a workflow that already works.

Pick a proven workflow template, adapt it to your business, and run your first process in minutes.

01

Get approvals faster

Run multi-step approvals with clear owners and AI-powered reminders.

Start this workflow →
02

Turn purchase requests into POs

Take purchase requests from submission to PO generation.

Start this workflow →
03

Stop chasing follow-ups

Track follow-ups, automate reminders, and escalate delays.

Start this workflow →
Browse all templates →
Security & control

Structure without losing flexibility.

Your workflows need to move fast. They also need discipline. DoubleTick helps you run work with the controls your business needs.

Role-based access — control who can view, edit, and approve at every level

Approval history and complete activity trail for every workflow step

Required fields, required documents, and clear ownership at every stage

FAQ

Common questions

DoubleTick is a workflow execution platform that turns repeatable business processes into tracked workflows with clear steps, owners, due dates, and AI workers. It is built for SMB and mid-market operations teams.
No. DoubleTick is built for operational workflow execution — running repeatable processes like approvals, follow-ups, document collection, and handoffs. It provides more structure than a task tracker and is simpler than enterprise automation.
AI workers are intelligent agents assigned to specific steps inside your workflows. They extract information from documents, draft messages, send follow-up reminders, and check compliance — with every action visible in the workflow.
Asana and monday.com are task and project management tools. DoubleTick is built specifically for running repeatable operational workflows with defined steps, owners, SLAs, AI workers, and an audit trail. It is workflow execution, not task tracking.
No. You can start from a template, configure your owners and steps, and run your first workflow in minutes. No code, no consultants, no multi-month implementation.
Yes. That is the best way to begin. Start with one painful, repeatable process, prove the value, and then expand. Most teams see impact within the first week.
Get started

Take one workflow off manual mode.

Pick a process your team repeats every week.
Turn it into a workflow.
Let AI handle the busywork.
Start your first workflow free Browse templates