Workflow Automation

Data-Driven Decisions Made Easy.

Give the power of automation to all users with a no-code automation builder powered by a multi-tenant data lake.

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No-code automation powered by multi-tenant security embedded within a SaaS platform doesn’t exist so engineering teams are stuck trying build it themselves.

Offering a fully embedded, no-code automation builder that can respect multi-tenant security while offering more actions than any analytics solution on the market.

Top Reasons Enterprise SaaS Companies Offer Embedded Automation In Their Products


A Fortune 2000 tech company with a history of acquisitions consolidates multiple products into Qrvey for a single embedded analytics platform serving multiple products.

A Powerful, Enterprise-Grade Solution for Seamless Workflow Automation. 

Scale your automation ambitions with Qrvey’s multi-tenant ready solution.
Embed a drap-and-drop workflow builder directly in your SaaS application for all your users.

no-code automation workflows
integrate to data sources

Analytics for Those Who Want More

Build Less Software. Deliver More Value.

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FAQs About Data-Driven Automation

Getting started involves identifying areas where repetitive tasks or manual data handling slow down your processes. Here are some steps:

  • Identify bottlenecks and opportunities for automation.
  • Integrate with your existing B2B SaaS platform.
  • Develop clear workflows and user journeys for automated processes.
  • Monitor and analyze the performance of your automations and solicit feedback from users to improve processes.

Data-driven automation can streamline processes, improve customer experience, and boost overall efficiency. Here are some specific benefits:

  • Reduced Manual Work: Automate repetitive tasks like onboarding, reporting, and customer support interactions.
  • Improved Decision-Making: Gain real-time insights from data to make data-driven decisions and optimize product features.
  • Enhanced Customer Experience: Personalize user experiences, automate communication workflows, and offer proactive support.
  • Increased Team Productivity: Free up your team’s time from manual tasks for higher-value activities like strategic planning.
  • Scalability and Growth: Automate processes to handle increasing customer bases and data volumes efficiently.

Here are a few examples to inspire you:

  • Automated customer onboarding workflows with personalized data-driven experiences.
  • Automated churn risk prediction and targeted campaigns to retain at-risk customers.
  • Real-time usage data analysis to identify user behavior patterns and optimize product features.
  • Automated reporting on key metrics and KPIs to track performance and identify areas for improvement.
  • Automated data-driven marketing campaigns for lead generation and customer acquisition.

While beneficial, data-driven automation comes with potential challenges:

  • Data quality issues that can lead to inaccurate automation outputs.
  • Resistance to change from employees accustomed to manual processes.
  • The need for ongoing monitoring and optimization of automated workflows, but with Qrvey, it’s much easier as a self-hosted solution within your cloud.

Data security is paramount. Here are some key considerations:

  • At Qrvey, security our top priority with robust security features and access controls.
  • We implement data encryption practices to protect sensitive information.
  • Row/column level security is respected within automation workflows.
  • Since Qrvey is self-hosted in your cloud, you can regularly monitor and audit for potential security vulnerabilities.