Feature - Customizable Workflows
Every trading operation is unique—why force a one-size-fits-all process? Customizable Workflows in TrackonAI let you tailor every step from contract creation to final delivery, ensuring efficiency and consistency across your organization.
Build shipment, risk, or approval workflows using our drag-and-drop editor, or start from pre-built templates. Automatic notifications, milestone checks, and role-based approvals reduce errors and keep tasks moving at top speed.
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Drag-and-Drop Builder
Visually create each stage of your process—like document checks or internal approvals—without writing code.
Drag-and-Drop Builder
No Coding NeededSimple & FastClear VisualizationCustomizable Stages -
Automated Notifications
Set triggers for delays, missing documents, or compliance flags. Get instant alerts via email, SMS, or in-app notifications.
Automated Notifications
Milestone RemindersEscalation PathsCustom TriggersImmediate Visibility -
Role-Based Tasks
Assign specific steps to the right team—finance, logistics, or management—so everyone focuses on their expertise.
Role-Based Tasks
Department-Level AccessClear OwnershipReduced ConfusionBetter Accountability -
Workflow Metrics
Measure how long each task takes, identify bottlenecks, and continuously refine your processes for maximum efficiency.
Workflow Metrics
Cycle Time TrackingBottleneck AlertsProcess BenchmarkingContinuous Improvement
Customizable Workflows turn TrackonAI into a flexible solution that adapts to your trading methodologies. Eliminate manual follow-ups, standardize best practices, and keep every step fully visible—no more process chaos.
