A workflow funnel with automated pop-ups that enable execution of workflow without leaving client profile interface. Include button that says “Complete & move to next step”, and will automatically populate any documents that corresponds with that step, such as a welcome letter, or a follow up letter. The workflow tool needs the feature to link each step to the place where it can be executed without leaving the clients profile. If it could bridge the step to the action and then bridge to the next step, then it would prevent a lot of administrative workflows from falling through the cracks. It’s almost so good, but theres just not enough integration and internal communication around it. If it were more automated and customizable, it would be such a great tool that could streamline client Onboarding processes.