Capture
Build adaptive forms with fields, repeating sections, linked records, calculated values, and searchable grids.
MicroSaaS Platform
Digitize, Automate, and Accelerate Any Business Process - Without Writing Code.
Turn paper forms, spreadsheets, PDFs, approvals, and daily follow-up into one configurable operating layer. MicroSaaS lets business users capture structured data, package documents, route decisions, assign actions, and analyze outcomes without waiting for custom development.
- No credit card required
- Canadian data residency
- Deploy in days
Platform Overview
One Configurable System for the Work Between Your Tools
MicroSaaS is built for the operational work that usually gets trapped in email, shared drives, spreadsheets, and disconnected approval chains. Each form becomes a living business object: it can collect data, hold files, trigger workflow steps, generate branded PDFs, create tasks, and feed dashboards.
Because the platform is domain-agnostic, the same foundation can support invoices, purchase orders, inspections, contract reviews, onboarding, corrective actions, compliance reports, and many other business processes.
Control
Attach files, manage 2 GB uploads, package PDFs, share documents, and preserve revision history.
Automate
Define on-create, on-update, and on-delete rules for notifications, copies, approvals, actions, and comments.
Collaborate
Keep comments, tasks, due dates, SLA reminders, approvals, and signatures tied to the record they belong to.
Analyze
Use AI extraction, dashboards, exports, APIs, and webhooks to turn process data into decisions.
Outcomes
Tangible Results Across Your Organization
Rapidly Digitize Any Process
Convert paper forms and spreadsheets into digital workflows in minutes, not months.
Reduce Technical Dependency
Non-developers build and update forms, freeing IT for higher-value work.
Boost Data Accuracy
Structured entry with tailored fields eliminates errors and ensures consistent data.
Ensure Business Agility
Iterate forms quickly to meet evolving compliance or operational needs.
Eliminate Manual Data Entry
AI automatically extracts critical data from documents with no retyping.
Generate Branded Documents
Design professional PDFs and print layouts directly from captured data.
Simplify Documentation
Compile multiple PDFs into single organized packages for review and sharing.
Keep Teams Synced
SLA alerts and real-time dashboards hold teams accountable and on schedule.
Streamline Approvals
Automated routing, digital stamps, and audit trails for any approval process.
Improve Communication
Automated notifications and templates keep everyone informed without manual effort.
Drive Decisions with Data
Turn captured data into live dashboards and actionable business intelligence.
Simplify Compliance
Generate and export reports to meet internal, client, or regulatory requirements.
How It Works
From Setup to Insight in Four Steps
Digitizing your business processes is simple. Follow these steps to build, automate, and gain insights from your workflows.
Step 1Build Your Form & Data Structure
Design forms that match your process in minutes. Add text, number, date, Boolean, lookup, linked-record, calculated, and multi-select fields; create repeating line items or sub-forms; configure searchable grids; and map data into branded PDF layouts.
Step 2Configure Your Workflow Automation
Set up conditional routing, approvals, digital signatures, status updates, notifications, document packaging, and built-in audit trails. Trigger steps when records are created, updated, or deleted.
Step 3Collaborate Seamlessly & Manage Tasks
Turn entries and comments into assignable actions with owners, priorities, status, due dates, reminders, attachments, and contextual discussion. Review work through summary, grouped, board, and calendar views.
Step 4Extract Insights & Analyze Outcomes
Use AI extraction to populate forms from PDFs and scans, monitor KPIs in live dashboards, export CSV or Excel reports, and connect ERP, CRM, accounting, or analytics tools through REST/GraphQL APIs and webhooks.
Smarter forms. Seamless collaboration. Data that moves your business forward.
Use Cases
Build Practical Workflow Apps Without Starting From Scratch
MicroSaaS gives teams a reusable foundation for common business processes and specialized internal tools.
Invoices, POs & Expenses
Capture header details, repeating line items, approvals, supporting files, and generated PDF records in one workflow.
Inspections & Audits
Create structured checklists, attach photos or documents, assign corrective actions, and maintain a defensible audit history.
Contracts & Document Packages
Collect contract metadata, merge related PDFs, route review steps, and share time-limited document links.
Corrective Actions
Turn issues into accountable actions with owners, due dates, priorities, board views, calendar scheduling, and SLA reminders.
Onboarding & Internal Requests
Replace intake emails with guided forms, approvals, notifications, file attachments, and status tracking.
Custom Operational Apps
Model industry-specific processes with adaptive forms, dashboards, automated workflows, and secure integrations.
Form Design & Data Capture
Adaptive Form Designer
- Drag-and-drop designer - no code required
- Hierarchical and repeating structures for line items and sub-forms
- Field types for text, numbers, dates, Booleans, lookups, linked forms, calculations, and summaries
- Versioned form revisions with full audit trail
- Searchable, sortable grid and table data views
- Branded PDF print layout designer
Document & File Management
Centralized Document Control
- ✓Secure file repository with uploads up to 2 GB per file
- ✓Single or multi-file uploads with progress tracking and quick filtering
- ✓Shareable links with configurable expiry dates
- ✓Merge multiple PDFs into single organized packages
- ✓Integrated directly within forms or as standalone widgets
- ✓Auto-remove outdated files to manage storage
Collaboration, Actions & Approvals
Built-in Collaboration Without Switching Tools
- CommentTrack threaded discussions tied directly to records
- Action management with task boards, calendar view, and SLA monitoring
- Summary, grouped, board, and calendar views for prioritizing work
- Multi-level conditional approval workflows
- Legally binding e-signatures and digital stamps
- Full audit trail with timestamps and signer IDs
- Custom notification templates with tracked delivery
Action: Review inspection report by Friday
CommentTrack: Add missing compliance attachment
Approval: Finance manager signature pending
SLA: 8 hours remaining
AI & Automation
AI That Works Inside Your Workflows
- ✓AI document processing for PDFs and scans with >90% accuracy
- ✓Buddy AI assistant for setup, scheduling, and data questions
- ✓Workflow automation for on-create, on-update, and on-delete triggers
- ✓Automated actions for notify, copy, create approval, create action, and create comment steps
- ✓Automatic form field population from uploaded documents
Analytics & Reporting
Real-Time Visibility Into What Matters
- Live dashboards powered by AWS QuickSight
- Monitor KPIs, workflow status, team performance, and compliance
- Exportable custom reports in CSV and Excel
- Track submission volumes, bottlenecks, due dates, and action progress
- REST/GraphQL API and webhooks for ERP/CRM integration
Frequently Asked
Common Questions
Absolutely. The platform uses adaptive forms, so you can create forms for any data type without writing code - from invoices and inspections to onboarding checklists or compliance reports.
Any data-capture form, from simple contact forms to complex applications like purchase orders, expense reports, or time sheets. The designer supports text, numbers, dates, grouped fields, multi-selects, and repeating line-item grids.
Simply publish a new form revision. Existing records stay linked to the original version for historical integrity, while new submissions use the updated design.
Upload a PDF, scan, DOCX, or image file. The AI reads, categorizes, and extracts key data points like names, dates, amounts, line items, clauses, and notes, then populates your form fields automatically. Accuracy exceeds 90% for core metadata, with continuous improvement from feedback.
Definitely. MicroSaaS includes task assignment, status tracking, comment threads, priorities, due dates, calendar views, board views, and SLA reminders tied directly to the form or workflow.
Create approval workflows for any form type, with as many steps and conditions as needed. Route submissions based on rules, track approvals with timestamps, and collect legally binding e-signatures.
Yes. Data can be stored in Canadian-based AWS infrastructure, with role-based access, field-level permissions, isolated tenant data, TLS encryption in transit, AES-256 at rest, audit logs, and reporting support for PIPEDA and Quebec Bill 64 needs.
You can design, test, and deploy your first form and approval workflow in under an hour. Most teams publish a production-ready form within one business day.
Yes. The platform exposes secure REST/GraphQL APIs with webhooks for bidirectional data flow. Common integrations include Microsoft Dynamics, Salesforce, SAP, and QuickBooks.
Yes. Business users can configure fields, publish form revisions, define workflow steps, adjust PDF layouts, and manage notifications without code. Role-based permissions keep advanced controls in the right hands.