The right next step, for every situation.
Turn complex procedures into interactive guidance that adapts to each request. Guided Workflows lead staff through the right questions, required steps, and approved next actions, so even complicated processes are handled consistently across your department.
Guidance that opens right beside the work in front of them.
Staff open Guided Workflows in the Acta browser extension, next to the permit portal, CRM, or other browser-based system they're already working in.
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When the situation changes, your process needs to keep up.
Not every request follows the same path. Different project types, exceptions, and department requirements call for different steps. Without clear guidance, staff are left interpreting procedures on their own, increasing the risk of missed requirements, inconsistent decisions, and unnecessary escalations.
Static checklists show the same steps regardless of the circumstances, leaving staff to determine what applies.
Missing a required document, review, or approval can lead to repeat work and unnecessary follow-up.
New and experienced employees should be able to follow the same approved process, even when requests get complicated.
Give staff the guidance to handle routine decisions and know when additional review is needed.
“In high-emotion interactions, clear and consistent guidance matters. Having approved messaging and next steps ready helps staff stay aligned and reduces unnecessary escalations.”
Chris Blue · Retired Police Chief & Town Manager, Chapel Hill, NCYour department's procedures, turned into guidance staff can follow.
Acta turns your existing processes into interactive workflows that guide employees from the first question to the final step.
Start with your approved procedures
We work with your department to turn existing SOPs, checklists, and requirements into guided steps tailored to your processes.
Let the answers determine the path
As staff respond to questions, Guided Workflows reveal the steps, resources, and instructions relevant to that situation.
Follow the process through completion
Employees work through the applicable requirements and reach a clear next action, with guidance approved by your department.
See how one answer changes the entire process.
Choose a sample workflow, answer the questions, and check off the steps. Notice how the required steps change based on each answer.
Your department's best processes shouldn't depend on who's working.
Experienced employees know which questions to ask, which exceptions matter, and when a request needs additional review. Guided Workflows make that knowledge available to the entire team, giving employees a consistent way to handle requests while keeping procedures aligned with department expectations.
Consistent handling, even when requests get complicated.
Where departments use Guided Workflows.
Start with the process your team handles most often or finds hardest to keep consistent, then add more as you go.
Building & Permitting
Guide staff through different permit types, required documentation, and review requirements so applications are routed correctly from the start.
Planning & Zoning
Help staff navigate zoning inquiries, application requirements, and development review steps based on the specific request.
Records & Clerk's Office
Walk employees through public records intake, review requirements, and appropriate routing based on the type of request.
Public Safety & Resident Services
Provide clear steps for non-emergency inquiries, difficult interactions, and requests that need supervisor assistance or follow-up.
What teams ask about Guided Workflows.
Guided Workflows start from the procedures you already have, so getting started is less work than most teams expect.
Do we need to buy Guided Workflows separately?
No. Guided Workflows are included in the Acta platform, so departments can use them alongside the rest of Acta under one subscription.
Do we need to write workflows from scratch?
No. Acta works with your department to turn existing SOPs, checklists, and process notes into guided workflows, which your team reviews and approves before staff use them.
How is this different from a PDF checklist?
A PDF shows every step to everyone. A guided workflow asks questions, shows only the steps that apply to that situation, and ends with the right next action.
What happens when a procedure changes?
Workflow content is updated as your requirements change, so staff follow the current approved version instead of an outdated copy.
Where do staff use Guided Workflows?
In the Acta browser extension, right next to the browser-based systems they already use, such as permit portals, CRMs, and websites.
See what Guided Workflows could look like for your department.
From permit intake to complex resident requests, see how Acta can turn your existing procedures into step-by-step guidance your staff can use every day.
Schedule a Demo →