Workflows
Workflows help funds managers run programs consistently, efficiently, and with confidence.
Pre-defined workflows automate common processes, reducing manual effort, minimising errors, and ensuring every step is completed in the right order. As programs, policies, or reporting requirements change, workflows can be easily updated without custom development.
Workflows can automatically handle tasks such as:
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Updating records and statuses
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Generating letters and documents
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Sending notifications
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Triggering integrations with other systems
Each workflow follows a clear, repeatable path, ensuring applications, approvals, and payments are processed the same way every time, regardless of program size or complexity.
The platform controls who can complete each step, when actions occur, and how outcomes are recorded, giving you built-in audit trails and stronger governance.
All workflows are configured through the Administration Portal using proven, pre-tested actions provided by Tactiv, so you can move faster with less risk.
The result:
Less administration, faster turnaround times, consistent delivery across programs, and full visibility over how work is progressing.
Automation
Automation removes the need for manual follow-ups by automatically triggering actions at a time you define, so nothing is missed and no effort is duplicated.
Instead of manually sending reports or update requests across hundreds of projects, automations can be set up once and applied consistently as projects progress.
You can group common project actions — such as sending client reports, requesting updates, or assigning tasks — and link them to a project event, like when a project is made active.
When that event occurs, Tactiv's platform automatically schedules and triggers the actions on the dates you define, including launching any related workflows.
The result:
Less manual administration, consistent communication across all projects, fewer missed deadlines, and confidence that critical actions happen exactly when they should, without relying on reminders or spreadsheets.
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