A Platform to Build and Maintain Workflows
SmartSuite provides a secure, scalable, AI-powered platform for standardizing workflows across your organization. Unite data, teams, and systems in one governed environment—reducing tool sprawl, improving visibility, and powering end-to-end execution with intelligent automation and enterprise-grade reliability.
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Integration Framework
SmartSuite is designed to connect seamlessly with the tools, systems, and data sources your teams already rely on. Our enterprise‑grade integration framework provides APIs, webhooks, and native connectors to extend SmartSuite or embed it within larger ecosystems.
Google Workspace, Microsoft 365, Slack, Salesforce, and more.
Robust CRUD endpoints with authentication and pagination.
Real‑time inbound/outbound events for sync and automation.
Make, Zapier, Workato, and more.
API references, auth guides, sample code.
Manage access, versioning, and usage.
Frequently Asked Questions About the SmartSuite Platform
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
Frequently Asked Questions
Answers to common questions about SmartSuite’s core capabilities, features, and product architecture.
SmartSuite is built around a unified architecture that combines core capabilities (like automation, integrations, and AI) with modular features that power specific business needs. Every capability works together through a shared data layer — so whether you’re managing projects, risks, or service requests, everything connects seamlessly across the platform.
See How the SmartSuite Platform Powers Every Process
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Build and Adapt Workflows at the Speed of Business
Create, customize, and deploy workflows faster than ever. Drag-and-drop design, AI assistance, and instant tailoring let you extend Solution Suites or build new processes in minutes.
- Extend existing solutions in minutes
- Drag-and-drop your process flow
- Adapt logic, forms, and permissions
AI-Powered Automation at Every Step
Choose, manage, and govern the models that power your workflows—so your organization can leverage AI safely and strategically.
- Select from leading LLMs
- Manage access and usage
- Govern responsibly with oversight
Dashboards and Reporting
Keep your teams aligned by displaying your data in the view type that best supports the work you are doing. Easily switch between view types with a single click to find the perfect display that's right for you. It really is that easy!
Dashboard View
See the big picture at a glance. Dashboards combine charts, metrics, and widgets into a single, interactive view—so teams always understand performance and trends in real time.
- Enterprise Risk Dashboard
- Third-Party Risk Dashboard
- Regulatory Change Dashboard
- Crisis Management Dashboard
Grid View
Your most flexible, spreadsheet-style view for managing structured data. Perfect for analysis, inline editing, and bulk updates across any workflow.
- Issue & Control Inventory
- Project Task List
- Customer or Vendor Master File
- Audit Evidence Tracker
Card View
Visualize records as cards instead of rows—ideal for scanning key information quickly or organizing items by category, owner, or status.
- Customer Profiles
- Employee Directory
- Asset Inventory Cards
- Feature or Idea Backlog
Kanban View
Track work as it moves through stages with a drag-and-drop board. Ideal for workflows with clear statuses or approval paths.
- Risk Treatment Workflow
- Sales Opportunity Stages
- Content Publishing Pipeline
- IT Ticket Progress
Calendar View
Plot records across days, weeks, or months to visualize schedules, timelines, or time-dependent activities.
- Compliance Deadlines
- Marketing Campaign Calendar
- Employee Time-Off Schedule
- Project Milestones
Timeline View
Understand duration-based work with a timeline that shows tasks and dependencies over time—perfect for project and resource planning.
- Implementation Roadmap
- Risk Assessment Activities
- Hiring Pipeline Stages
- Grant or Contract Timelines
Gantt View
A project management essential. Visualize timelines, dependencies, and critical paths to keep teams aligned and projects on track.
- Software Release Plan
- Business Continuity Plan Testing Schedule
- Construction Project Phases
- Event Planning Schedule
Map View
Plot any record with a location field on an interactive map—ideal for geographically distributed assets, customers, or operations.
- Store or Facility Locations
- Field Service Routes
- Incident or Outage Locations
- Customer Geo Distribution
Forms View
Collect structured data through branded, user-friendly forms that feed directly into your workflows—no integrations required.
- Intake for Support Tickets
- New Vendor / Third-Party Requests
- Project or Work Intake Forms
- Customer Feedback & Surveys
Chart View
Turn your data into insights with bar, line, pie, donut, bubble, and other chart types. Ideal for quick reporting and KPI tracking.
- Control Effectiveness Trends
- Sales by Region
- Time-to-Close KPIs
- Budget vs Actuals
Document View
Write, edit, and collaborate on rich documents right next to your workflow data. Perfect for narrative reporting and documentation.
- Audit or Assessment Reports
- Project Briefs
- Policies & Procedures
- Meeting Notes & Summaries
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Collaboration, Built Into Every Workflow
Collaboration in SmartSuite isn’t an add-on — it’s built into the way work happens. Every message, update, and decision is right where it belongs: in context, in one place, and always up to date.
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- Extend existing solutions in minutes
- Drag-and-drop your process flow
- Adapt logic, forms, and permissions
Connect The Data That Drives Your Business
SmartSuite’s integration framework is designed for enterprise performance — connecting cloud applications, on-premise systems, and automation tools through open APIs and secure connectors. Scale with confidence while maintaining governance, security, and control across every connected workflow.
Streamline Workflows with Intelligent Automation
Save time and eliminate repetitive work with SmartSuite Automations. Build simple or multi-step workflows that handle routine tasks — from sending notifications and updating statuses to syncing data across tools. With an intuitive drag-and-drop interface, anyone can automate processes in minutes — no coding required.
When a new GRC issue is logged, trigger an AI Assist Action to summarize the finding and draft a remediation plan for review.
When a task becomes High Priority, notify the team in Slack #Marketing
When a project is Confirmed, create a meeting in Google Calendar
When work is Complete, alert your team via Microsoft Teams
When “Due Date” arrives, change Status to “Critical” and notify “Manager”
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
Work In Your Native Langauge
SmartSuite is built for global teams — fully localized and translated into 15 languages so your people can collaborate, automate, and innovate without barriers.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
Getting Started with SmartSuite Studio
Watch quick, focused videos that walk you through SmartSuite Studio’s most powerful capabilities—from navigation and data modeling to automation and AI-driven workflow creation.
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Let’s Talk About Transforming Your Workflows
Discover how SmartSuite’s productized Solution Suites, AI automation, and no-code tools can streamline your most critical processes—tailored to your organization.
Industry Solutions, Powered by AI
SmartSuite brings together AI, data, and workflow automation to help organizations in every industry modernize operations and deliver measurable results.
Accelerate innovation and efficiency across your automotive operations with one AI-powered platform.
Trusted by Over 2,000 Organizations Worldwide
From Global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.
“SmartSuite became the visualization tool that changed how people think—about data, about improvement, and about their ability to make change happen.”
Kaitlin Pierce, Analyst for Economic and Workforce Development & Continuing Education @ AB Tech
“If you can think it, YOU can build it! Kudos SmartSuite.”
Jonathan Ruf, First Vice President - Cyber Risk Executive @ Apple Bank
'One of the main challenges we were facing was the sheer volume of requirements from our internal teams. We really needed a tool that could help us solve a lot of those automation and digitalization needs in a much faster and maintainable way. There was a moment where I had like 70 different project requirements.''
Federico G., Director of Digital Transformation @ Grupo AFAL
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
See What SmartSuite Can Do for Your Industry
Speak directly with a SmartSuite expert to learn how our AI-powered, productized solutions are transforming workflows across financial services, life sciences, higher education, and more.
Resources for Success
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
SmartSuite Academy
Demo Library
Support
Professional Services
Customer Stories
Product Documentation
Feature Requests
Community
Developer Resources
Partners
Frequently Asked Questions
Answers to the most common questions about SmartSuite’s pre-built Solutions and how they can be customized for your business.
SmartSuite Solutions are pre-built, customizable workflows designed to help teams manage specific business processes — from GRC and ITSM to Project Management and CRM. Each Solution includes templates, automations, dashboards, and reports that can be tailored to match your organization’s structure, terminology, and workflows
Yes. Every SmartSuite Solution is fully customizable using our no-code platform.
You can add fields, modify workflows, set permissions, and automate processes without relying on developers — ensuring each Solution fits your business exactly.
SmartSuite’s Integration Framework and open APIs make it easy to connect with your existing tools — including Slack, Microsoft Teams, Jira, Salesforce, ServiceNow, HubSpot, and more.
These integrations ensure your data flows seamlessly across departments and systems, reducing duplication and improving visibility.
Yes. SmartSuite is built for enterprise-grade security with SOC 2 Type II certification, role-based access, encryption at rest and in transit, and full audit logging.
Whether you operate in financial services, healthcare, or the public sector, SmartSuite provides the security, governance, and control your organization requires.
Implementation is fast and flexible. Most teams can deploy a Solution in a matter of days or weeks, depending on complexity.
Pre-built templates, step-by-step setup guides, and onboarding support make it easy to get started and realize value quickly.
Absolutely. In addition to pre-built Solutions, SmartSuite allows you to create your own workflows using drag-and-drop configuration.
Teams can build fully custom Solutions for any business process, then scale or replicate them across departments — all within the same platform.
Getting Started with SmartSuite
See What SmartSuite Can Do for Your Industry
Speak directly with a SmartSuite expert to learn how our AI-powered, productized solutions are transforming workflows across financial services, life sciences, higher education, and more.