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Introducing our November release, Laguna 9.7, packed with powerful updates that make workflow management more efficient, intuitive, and adaptable.
Watch our video overview or read below for a detailed breakdown of the latest features designed to streamline processes and enhance workflow control:
Dynamic data reference for flow
We're excited to introduce our enhanced Dynamic Data Reference (DDR) feature. Dynamic Data Reference (DDR) enables seamless data flow across actions, integrations, and automations within Moxo workflows, allowing you to leverage information across multiple actions. DDR lets actions dynamically access information from earlier stages or external sources (e.g., forms, third-party apps, and workspace properties), reducing manual data entry, minimizing errors, and strengthening integration capabilities across workflows.
Example: In a multi-step workflow, if the final step requires reviewing all documents uploaded throughout the process, DDR allows these files to be automatically referenced and pulled into the final step for an efficient, connected review. This enhanced data sharing extends to automations as well, so actions like sending an automated email can pull relevant information from previous steps or third-party forms (e.g. workspace name or owner info), ensuring every action remains accurate and up-to-date.
DDR allows users to pass information between actions in a Flow, creating a seamless connection from start to finish.
Redesigned automation experience
It is now easier to streamline complex processes with redesigned Automation V2.0 experience. Our release introduces a comprehensive redesign of the automation system, creating a streamlined, intuitive experience. Automations now function as a step within workflows and can be accessed directly in the left panel, under the control section, alongside other actions and alternative branches.
How to Add Automations: Adding automations has been simplified. You can drag and drop automations into any flow workspace, select a trigger event, define the automation, and input details. With DDR support, data from earlier workflow steps can now be automatically used to populate fields in automations, such as auto-filling workspace information in emails or notifications.
This release not only enhances automation functionality but also leverages DDR to create more connected and efficient workflows. Automation V2.0 allows organizations to easily manage and scale workflows, with improved flexibility and control.
Moxo has many exciting new upcoming automations. These automations will further enhance how Moxo integrates with various business systems, offering even more efficiency and connectivity for your workflows. The upcoming automations fall into several key categories:
- CRM & ERP Integrations: Automate connections between Moxo and systems like HubSpot and Salesforce.
- Finance & Accounting: Streamline invoicing and payments with integrations for Stripe and Xero.
- Project Management: Improve project tracking with tools like Jira and Google Sheets.
- File Repositories: Seamlessly connect Moxo to file storage systems such as Dropbox, Box, and Google Drive.
- Communication Systems: Automate notifications through platforms like Slack, Gmail, Microsoft Teams, and Outlook.
These new automations will enable businesses to further streamline their operations by connecting Moxo to their existing systems across various departments.
Introducing Workspace Properties
With the Laguna 9.7 release, you can now customize workspace details to match your business needs. This update introduces customizable workspace properties, enhancing your organization, reporting, and tracking capabilities. Accessible through the three-dot menu on any workspace, these properties can be configured with user-defined attributes—categorized as either List or Text—giving users greater flexibility in managing client accounts and projects.
Key benefits:
- Customization and Flexibility:
Workspace Properties allow users to define custom attributes for each workspace, which can be categorized as either List or Text. This flexibility enables organizations to tailor workspaces to their specific needs, ensuring that each workspace is aligned with their workflow requirements. - Enhanced Reporting and Filtering:
One of the standout features of Workspace Properties is the ability to filter timelines based on these properties. For example, users can filter workspaces by client account, deal ID from a CRM, or even client health scores. This capability streamlines the process of managing multiple accounts or projects by allowing users to quickly locate overdue or high-priority workspaces. In future updates (9.8), this filtering capability will extend to management dashboards, further enhancing reporting functionalities. - Internal Visibility and Control:
These properties are only visible to internal users, ensuring that sensitive data remains secure while still providing flexibility in workspace management. Any internal user can edit these properties, giving teams the control they need to adapt workspaces as projects evolve. - Applicable Across All Workspace Types:
Whether it's a flow workspace, group workspace, or 1:1 workspace, Workspace Properties can be applied across all types. This ensures consistency and scalability in how workspaces are managed within an organization.
Moxo's introduction of Workspace Properties enhances both operational efficiency and customization within its platform. By allowing organizations to define their own workspace attributes and filter based on these properties, Moxo is providing users with a more powerful solution for managing complex workflows and improving overall productivity.
New “Preparer” role for actions
The Preparer role enables users to assign internal reviewers for specific actions that require preparation before proceeding. Preparation steps are ideal in situations where action data is not ready at the time of kicking off a flow workspace. Available for all action types except Time Booking and Third-Party Integration actions, this feature adds an additional layer of quality control in workflows that involve document verification or data validation.
How it works:
- When building a flow, users can enable the “Require Preparation” option under “Additional Options” to designate an action as requiring preparatory review.
- Once enabled, the designated Preparer will see a “Prepare” sign and can complete the necessary steps at any time.
- The preparer role can be reassigned to another internal user if needed; however, only one preparer can be assigned per action, and it must be an internal user.
Example: In a scenario where an agreement requires internal verification, a preparer can review and finalize the document before client approval, ensuring that all necessary steps are aligned with decisions made earlier in the process. For instance, if step 10 involves signing a document, the actual content of that document may depend on choices made during steps 1-9. The Preparer role ensures that the correct agreement is prepared based on these earlier decisions, adding structure and clarity to the workflow. This feature is particularly valuable for managing complex, dynamic processes where certain details are finalized as the workflow progresses. By assigning a preparer to handle these evolving elements, teams can ensure that every action is fully prepared before execution, improving accuracy and coordination at each stage.
Exclude weekends in due dates
Now, when setting due dates, you can choose to exclude weekends, ensuring deadlines fall only on weekdays. This is ideal for businesses that operate primarily on weekdays, allowing for more accurate scheduling without the risk of weekend overlap.
Internal teams profile section
To enhance team visibility, the Internal Teams section in user profiles allows internal users to quickly view and access their team members. Accessible by clicking the profile picture, this feature streamlines collaboration, making it easy to connect with the right people directly from the dashboard.
Role assignment during action creation
Now, roles can be assigned on the go. The Add Role option allows users to create new roles directly during action setup, without leaving the flow. This option improves efficiency, particularly in complex workflows, by allowing seamless role assignment in real-time.
“Save for Later” in forms and file requests
The new Save for Later option in forms and file requests allows users to save their work and complete it at a convenient time. This feature is especially useful for those who may need to multitask, providing flexibility and ensuring that important information can be gathered without losing progress.
Global search for client portal on web
The Global Search functionality now extends to the web version of the client portal, allowing clients to search for team members, files, and more. By streamlining access to critical information, this update enhances productivity and keeps users connected to essential resources within the portal.
Improved notification settings
This update enhances Moxo’s notification system by increasing the number of reminders for both workspace members and actions, with standardized default settings for consistency. Workspace owners are now automatically notified if a member hasn’t joined within three days, helping to keep teams engaged. For overdue workspace actions, clients receive daily reminders after the due date, ensuring timely follow-up and completion. These improvements help maintain momentum across workflows by promoting prompt engagement and reducing delays.
