01
Start manually
Add the people, work, documents and resources you already know.
A connected workspace for your organization
Keep your work connected.
One workspace for the people, projects, documents, events, resources and other things your organization works with.
Robo Connector keeps them connected, so your team can see what is happening, what is missing and what should happen next.
Start with the information you already have. Add more context as you work — and use suggestions or automation where they make sense.
Beyond the task list
Your work is more than a list of tasks.
Robo Connector is a workspace for organizing and running the work of an organization. It does not only store work. It keeps the meaning and relationships between the things involved in that work.
The categories give structure. The relationships give context.
- A project has people.
- A meeting needs time and resources.
- A client has documents and conversations.
- A location can have capacity.
- A risk can affect a project.
- A regulation can create requirements.
The things involved in work
Structure the things your organization works with.
Use familiar business categories instead of forcing every part of your organization into a separate application.
People & Organizations
Employees, clients, suppliers and other parties.
Work & Cases
Projects, tasks, tickets, requirements and matters.
Time & Resources
Events, reservations, locations, sectors, equipment and capacity.
Documents & Knowledge
Documents, records, regulations and reusable information.
Products & Operations
Products, inventory and operational resources.
Risk & Control
Risks, requirements, approvals, obligations and rules.
Relationships
Everything becomes more useful when it is connected.
A resource can have capacity, sectors or partial occupancy. An event may reserve 40% of one resource instead of simply marking it as busy. Robo Connector can use those relationships when coordinating work.
Eventreserves →Room
Eventassigned to →Employee
Eventrequires →Device
Context, then assistance
More context means better assistance.
You don’t need to configure everything before you start. Add context naturally, then decide where suggestions or automation are useful.
02
Build context naturally
Connections give Robo Connector a clearer picture of the work.
03
Get relevant suggestions
Suggestions can use the current client, project, location, risk or regulation.
04
Automate repeatable work
When enough context and clear rules are available, automate selected steps.
Manual → Assisted → Automated
You decide how far each process should go.
Solutions
Start with a solution built around your work.
Choose a practical starting point for a business problem, then connect more of your organization over time.
Legal teams
Legal Office
Keep matters, clients, documents, deadlines and reviews connected.
Explore Legal Office →Finance teams
Accounting
Connect document intake, approvals, reconciliation and close work.
Explore Accounting →Property operators
Property Operations
Coordinate locations, requests, suppliers, documents and follow-up.
Explore Property Operations →Operations teams
Automation and Operations
Improve repeatable work while preserving a usable manual path.
Explore Automation and Operations →Applications
One platform. Different ways to work.
The same Robo Connector platform can be configured and presented differently for different kinds of work. Applications can provide their own terminology, menus, views, filters, forms, fields and available actions while using the same shared platform underneath.
Applications are focused configurations of Robo Connector — not separate disconnected systems.
Example: a healthcare workspace
Client → Patient
Employee → Doctor
Location → Clinic
Event → Appointment
Device → Spirometer
Document → Medical Record
Risk → Patient or Operational Risk
Supplier → Medical Supplier
See how this configuration works
The application changes the language and work surfaces people use. Shared objects, relationships, permissions, context and workflows remain available underneath.
Packs
Start with ready-made knowledge.
You don’t always need to configure everything from scratch. Packs can add reusable knowledge and configuration without becoming a prerequisite for the underlying manual capability.
The platform stays the same. The knowledge changes.
- Templates
- Object types and fields
- Rules and workflows
- Document definitions
- Domain-specific configuration
- Jurisdiction-specific configuration
Capabilities and ecosystem
Add capabilities when you need them.
Start with the need. Choose an ecosystem capability only where it adds value to the connected workspace.
Document processing
FlowScribe
Read and extract information from documents.
Learn more →Signatures
AccordFlow
Prepare and manage signing flows.
Learn more →AI assistance
FlowBeacon AI
Use AI in selected steps where enough context and appropriate rules are available.
Learn more →Devices and physical operations
Robo Assistant
Connect equipment, locations and operational resources. Selected capabilities can run locally or offline.
Learn more →Integrations
Robo Connector
Connect external services without rebuilding the workspace.
Learn more →Built to scale
Build once. Reuse across different kinds of work.
New platform capabilities can become available across many applications. A better resource reservation capability can serve a clinic, school, property operation, port or factory without being rebuilt for every vertical.
Platform
Shared runtime, objects, relationships, permissions, context and workflows.
Modules
Core business object categories and their domain behavior.
Applications
Focused presentation and composition of the platform.
Packs
Reusable domain knowledge, templates and configuration.
Capabilities
Reusable actions and workflows placed where they are needed.
Applications can stay thin because the shared platform is deep.
Start with the work you already have.
You don’t need to redesign your organization before using Robo Connector. Start with one area. Connect more context over time. Automate when it becomes useful.