Portal Audit & Health Score

Scans the entire portal and produces a weighted health score across data quality, automation, marketing, security, and operations — with prioritized, actionable findings and an exportable report. Audit runs automatically on connection (~1–3 minutes).

Proactive Monitoring & Email Digests

Takes daily point-in-time snapshots, detects changes between scans — new or edited workflows, forms, properties, and user/permission changes — and emails a digest so teams catch risky changes before they cause problems.

AI-Assisted Workflow Builder

Uses portal context — existing workflows, properties, lists, and forms — to draft new automations from natural language and deploy them back into the portal through a scope-checked, approval-gated flow. Nothing is created without explicit user approval.