Workflows overview

When teams align, great things happen. And with the Productiv purchase and renewal platform, teams across departments can now frictionlessly align across software renewals, purchases and app reviews. With automated workflows, two-way Slack and Microsoft Teams integrations, and actionable insights, you will be confident at every step of the process.

Take the stress out of software procurement and renewal

⚙️ Build no-code workflows for renewals, and purchase requests and set up reviews and approvals with serial, parallel, and conditional steps

🗓 Prepare for renewals with app usage, license recommendations, and pricing benchmarks surfaced directly in the workflow to drive better decisions together

👥 Collaborate in dedicated Slack or Teams channels with two-way integration that makes reviewing, approving, discussing, and uploading documents a breeze — and it’s all preserved in Productiv to inform future decisions

📥 Streamline the purchase request process to save time when managing, tracking, and fulfilling requests for new software, goods, and services

💻 Streamline shadow IT management with automated risk and compliance review process.

🧠 Gain a central location for vendor business health data; security, privacy, and compliance questionnaires; vendor-related documents; and internal intelligence

What are workflows?

Workflows are automated sequences of steps that are triggered by a specific event. There are three types of workflows within Productiv.

Software Renewal: Automate the process of renewing software contracts, triggered by the approaching renewal end date.
Application Review: Automate risk and compliance reviews for applications such as with newly discovered shadow IT.
New Software Purchase: Automate the purchase of new software, supported by built-in intelligence to recommend purchased software when applicable.
General Purchase: Automate and manage any type of non-software purchase or service, such as purchasing hardware for employees or setting up a marketing event.

Productiv Core customers have access to:

Software Renewal workflows
Application Review workflows
General Purchase workflows

Productiv Enterprise Suite customers have access to:

Software Renewal workflows
Application Review workflows
General Purchase workflows
New Software Purchase workflows

Creating and managing workflows

Sign into your Productiv account as an admin
Go to the Workflow Runs page (1) and click Manage Workflows (2).
In the Manage Workflows page, click New workflow (3).
Select the type of workflow that you want to create. Choose between Software Renewal, General Purchase and New Software Purchase.
Give your workflow a name by clicking the pencil icon (4). Choose a unique name to help you easily identify your workflows.
To design your workflow you can use Productiv's visual workflow builder to drag and drop widgets (5) onto the canvas. To learn more about the workflow builder and how to use it click here.
Once you are done making the changes, save (6) or publish (7) your workflow. When you save a workflow, it creates a draft, this lets you make changes without affecting the live version. When you're ready, publish the workflow to make it available across the platform.