--- title: "Workflow Builder | Next Matter" description: "Build workflows and deliver experiences. Connect people, systems and data with end-to-end automation - easy to integrate, infinitely customizable." lang: en json-ld: | { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "@id": "https://nextmatter.com/#organization", "name": "Next Matter", "legalName": "Daizy NM Limited", "url": "https://nextmatter.com", "logo": "https://nextmatter.com/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg", "description": "Next Matter is the orchestration platform for regulated financial operations - purpose-built for asset managers, fund administrators, and wealth and wealthtech firms, not a generic workflow tool - combining AI agents, your existing systems and human approvals with governance and a complete audit trail.", "sameAs": [ "https://www.linkedin.com/company/nextmatter", "https://www.daizy.com" ] }, { "@type": "WebSite", "@id": "https://nextmatter.com/#website", "url": "https://nextmatter.com", "name": "Next Matter", "publisher": { "@id": "https://nextmatter.com/#organization" }, "inLanguage": "en" } ] } --- [![Next Matter Logo](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg)](/) - [Solutions](/solutions) [ grid\_view Solutions Overview Personas, capabilities, and proof ](/solutions)[ smart\_toy AI Orchestration Coordinate agents across your stack ](/solutions/ai-orchestration)[ library\_books Workflow Library Remix production-ready workflows ](/remix) Case Studies [ ![Ocorian](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e8_Ocorian_trustbar.svg) Ocorian 1,800 Employees • Fund Administrator ](/case-studies/ocorian)[ ![Trade Republic](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da4e9_traderpublic_trustbar.svg) Trade Republic 10M Customers • Online Trading Platform ](/case-studies/trade-republic)[ ![b2Venture](/__l5e/assets-v1/40232f5e-b66d-45f6-8d04-8be40304d172/b2venture-logo.png) b2Venture $800mn AUM • Venture Capital Firm ](/case-studies/b2venture)[ ![Swan](/__l5e/assets-v1/ef4919d4-3042-430f-b1a2-10b7da14c889/swan-logo.webp#lh=1500x401) Swan BaaS leader • Embedded Banking Platform ](/case-studies/swan) - [Platform](/platform) [ hub Platform Overview Built for Fund Operations ](/platform)[ build Workflow Builder Build long-running orchestrations ](/workflow-builder)[ smart\_toy AI & Automation Agents, models and guardrails ](/ai-and-automation)[ extension Integrations Core Ledger & Ecosystem Connectivity ](/integrations)[ verified\_user Governance & Audit Approvals and a full audit trail ](/governance-and-audit)[ shield Security SOC 2, ISO 27001, data residency ](/security) - Resources [ forum Ask a Technical Question Chat with the docs AI assistant ](https://help.nextmatter.com/docs/integrate-across-tools?assistant)[ campaign Opinions Perspectives from our team ](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo) ![](/__l5e/assets-v1/66c56d5d-9739-4c3f-acbe-e8fe8e16a313/ai-orchestration-hero-orb.png) account\_tree Workflow Builder # Build workflows. Deliver experiences. Connect people, systems and data with end-to-end experiences, powered by workflow automation. Easy to integrate and infinitely customizable. [Get started](/book-a-demo) [See a live walkthrough](/book-a-demo) ## Design the perfect workflow Drag-and-drop to create workflows that thread together human tasks, system automations and database interactions - no compromises, no glue code. Trigger Start - New Investor Subscription Integration Pull KYC Data (CRM) Decision Risk Review - Approve Y/N? Compliance Analyst Yes Routing Route by Decision Database Update Fund Admin Platform Conditional If approved → Onboard Investor No End Return to Compliance Queue Notify with review reason ## Integrate systems, automate work, do magic with data Bring your stack together and let workflows do the busywork - end to end. Z Update ticket · Zendesk · template ### Integrate your systems & apps Connect your service platform, CRM, communications tools and custom-built systems directly to Next Matter. N Calculate Formula · Automation · template ### Automate work & tasks Configure no-code and low-code automations to eliminate manual work and make system tasks happen automatically. S Create inventory record · Salesforce · template ### Use data 1,000 different ways Use database integrations and tables to structure, manipulate, reference and automate data within your workflows. ## Create interfaces & experiences that enable people ### Team Interfaces Powerful end-user interfaces and automations that remove manual work and orchestrate teams through complex processes. ### Guest Interfaces Forms, portals and approval interfaces that enable easy interactions and more self-service for your customers, partners and suppliers. ### Dashboards for managers Tables and databases you can customize and manipulate to help managers focus on the metrics that matter most. ## A workflow toolbox ready for complex jobs Design workflows visually. Sprinkle in no-code automations. Customize triggers, webhooks and API calls. Build it your way - no compromises. #### Build with UI & AI Drag-and-drop or create with AI #### Branching & Nesting Group steps inside parallel steps #### Conditional logic Steer actions based on inputs #### Routing Create multiple loops & branches #### Reviews & Approvals Decisions made ready in seconds #### Multiple triggers Webhook, recurring, and more #### Batch launch Trigger multiple instances in bulk #### API & REST Set up any 3rd party automation #### Portals Branded, self-service interfaces #### Public forms Engage with any external users #### Dashboards Custom tables, filters & alerts #### Builder Assistant Build, debug & more with AI #### Roadmap Organizational tool for builders #### Sandbox Run tests in a safe environment #### Version control View & roll back to prior versions #### Changelog Every change logged & auditable ## Integrations that do the heavy lifting Connect workflows and get more out of the tools you rely on every day. Use no-/low-code and custom APIs to automate tasks, put your data to work and create better experiences for teams, customers and partners. [View all integrations →](/integrations) ### Use automation templates Add no-code and low-code automations using our library of predefined templates. ### Build custom integrations Connect to anything with an API, including custom software and in-house systems. ### Connect your data pipeline Integrate your BI/ETL pipeline and automate data flows securely into your warehouse. Forms ## Powerful forms that end users love Create engaging, form-based apps and include all the automations you need to make task completion simple for users. [Learn more about forms →](/guest-interfaces) Request type · Product replacement Order number Reason for return… Upload photo Submit request ## Many ways to get started - choose yours Option 01 ### Build it with your team Sign up and start building. Connect your tools, run tests, share and optimize. Consult our builder resources or contact our experts for support. [Start building →](/book-a-demo) Option 02 ### Build it with our automation experts Let us help you get started fast. Work with our experts to outline your implementation roadmap, customize Next Matter and onboard your teams. [Talk to an expert →](/book-a-demo) Option 03 ### Build it with a certified partner Leverage the industry knowledge and expertise of a certified implementation partner to make Next Matter sit at the heart of your service operations. [Find a partner →](/book-a-demo) ## Builders love Next Matter - here's why Capability ### Next Matter ticks every box for us > "Next Matter had the right visuals and workflows with a mix of manual and automated tasks, traceability tools, as well as conditional assignment and escalation." MJ Maxime de Juniac Chief Service Officer, Swan Speed ### From idea to "go-live" in a matter of days > "Next Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days. That kind of speed and efficiency is highly valuable." MR Manuel Rodriquez Fraga Strategic Ops, Trade Republic Customization ### We automate workflows exactly as we want > "Next Matter was the only solution that could automate our workflows exactly as we wanted. It's simple, integrates with all our tools and is super easy to use." FD Frank Diete COO, Home24 Outlets Magic ### Wouldn't have been possible without it > "Without Next Matter, achieving this scale of integration across people, tasks, emails and software for complete oversight and traceability would not have been possible." AW Alina Weltle Ops Excellence Manager, Foodji ## See how to orchestrate processes [Book a live walkthrough with our team](/book-a-demo) ![Next Matter](/__l5e/assets-v1/aab354c2-e169-46fe-8e9b-0e78438471d3/nextmatter-logo.svg) The agentic operating system for modern financial services. A Daizy company. [](https://www.linkedin.com/company/nextmatter) Case studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [Swan](/case-studies/swan) - [b2Venture](/case-studies/b2venture) - [All case studies](/case-studies) Solutions - [Solutions overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow library](/remix) Platform - [Platform overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) - [System status](https://status.nextmatter.com/) Capabilities - [AI Financial Reporting](/ai-financial-reporting) - [Operational Intelligence](/operational-intelligence) - [Exception Handling](/exception-handling) - [Team Interfaces](/team-interfaces) - [Guest Interfaces](/guest-interfaces) - [Manager Dashboard](/manager-dashboard) - [Builder Toolbox](/builder-toolbox) Company - [About](/about) - [Careers](/careers) - [Opinions](/opinions) - [Answers](/answers) - [Documentation](https://help.nextmatter.com/docs/integrate-across-tools) - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) Certified Secure [![AICPA SOC 2 for Service Organizations](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da55f_logo_SOC2.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![GDPR compliant](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69a7f71677d8045f0f2da561_logo_GDPR.svg)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) [![SOC 2 Type 2 compliant 2025](https://cdn.prod.website-files.com/69a7f71677d8045f0f2d982a/69eb389eff4de1586e1d2f14_Daizy%20SOC%202%20Type%202.png)](https://app.drata.com/trust/d62cb1a1-96df-4741-8058-97ecbc4ff345/) © 2026 Daizy NM Ltd. All rights reserved. A Daizy company [Terms of Service](/terms-of-service) [Privacy Policy](/privacy-policy) [Data Processing Agreement](/data-processing-agreement) Solutions - [Solutions Overview](/solutions) - [AI Orchestration](/solutions/ai-orchestration) - [Workflow Library](/remix) Case Studies - [Ocorian](/case-studies/ocorian) - [Trade Republic](/case-studies/trade-republic) - [b2Venture](/case-studies/b2venture) - [Swan](/case-studies/swan) Platform - [Platform Overview](/platform) - [Workflow Builder](/workflow-builder) - [AI & Automation](/ai-and-automation) - [Integrations](/integrations) - [Governance & Audit](/governance-and-audit) - [Security](/security) Resources - [Ask a Technical Question](https://help.nextmatter.com/docs/integrate-across-tools?assistant) - [Opinions](/opinions) [Sign in](https://app.nextmatter.com/login) [Talk to us](/book-a-demo)