Automations

Run the operation, not the busywork.

DFM automations handle the recurring work your team does manually — reports, reviews, and routine tasks, running on their own.

Capabilities

Workflow Automations

Let AI handle the recurring work your team does manually.

Executive Report

Prove impact with automatically delivered insights.

Multi-Location Dashboard

Roll every location into one view with drill-downs.

Project Management

Templated tasks, deadlines, and SLA tracking for ops.

Popular Workflows

Automated client reporting

Replace the end-of-month rollup with scheduled reports.

Fulfillment at scale

Standardize the work between onboarding and renewal for every client or location.

Review response at scale

Auto-draft on-brand replies for every review, everywhere.

Connect Your Stack

Integrations

Move data across the tools your team already uses.

AI-assisted workflows

Drop an AI employee into any workflow step, no code.

Compare platforms

See how DFM stacks up against the tools and subscriptions you're already paying for.

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