Core Features
Automation System
Build intelligent workflows that automate repetitive tasks and business processes
AI Agents
Leverage artificial intelligence to classify, summarize, and process your data
Calculations
Perform complex calculations and data transformations with advanced formulas
Tables
Organize and display your data with flexible, customizable table views
Data Mining
Set up smart alerts and insights based on your business data patterns
CloudLinks
Connect and integrate with external systems and data sources
Data & Forms
File Reader
Import and process data from various file formats automatically
JSON File Reader
Process structured JSON data with advanced parsing capabilities
Form Builder
Create custom forms for data collection with drag-and-drop ease
Survey System
Build and manage surveys for feedback collection and data gathering
Showing Relationships
Display and manage data relationships in your interfaces
Reports
Generate formatted Excel and PDF reports from your app data
AI & Intelligence
AI Agents Architecture
Understand how AI agents work and integrate with your workflows
AI Agents Experience
Learn how to create and manage AI agents for your business needs
Agent Phone Integration
Enable phone call functionality for your agents using Twilio integration
Agent Teams Integration
Connect your agents to Microsoft Teams for seamless chat interactions
Workflow & Localization
Translations
Provide multi-language support for your applications with AI-powered translation
Notifications
Configure and manage notification delivery across your organization
Security & Access Control
Roles & Permissions
Manage access control through role-based permissions for secure workflows
Data Access
Control which records users can see with dynamic access policies
Activity Log
Complete audit trail for enterprise workflows - everything is tracked
Feature Capabilities
Data Processing
Import, transform, and process data from multiple sources including files, APIs, and databases.
Workflow Automation
Create intelligent workflows that respond to events, conditions, and time-based triggers.
AI Integration
Use AI to classify documents, summarize content, extract insights, and make predictions.
User Experience
Build intuitive forms, surveys, and interfaces that make data collection effortless.
Common Use Cases
Document Processing
Automatically extract data from invoices, contracts, and forms using File Reader and AI agents.
Customer Support
Handle customer inquiries through phone calls, Teams chat, and automated AI agent responses.
Sales Automation
Automate lead scoring, deal tracking, and approval processes with intelligent workflows.
Multi-Language Operations
Support global teams with automated translations and localized notifications.
Financial Processing
Process expenses, generate reports, and maintain audit trails with automated calculations.
Enterprise Security
Control data access through roles, monitor all activities, and ensure compliance.
Getting Started with Features
Start with Automation: The automation system is the foundation for most advanced workflows.
Add AI Capabilities: AI agents can significantly enhance your data processing and decision-making.
Integrate External Data: Use CloudLinks and file readers to bring in data from your existing systems.
Build User Interfaces: Create forms and surveys to collect data efficiently from your team and customers.
Feature Combinations
Document Workflow
File Reader + AI Classification + Automation + Reports
Customer Support
Phone Integration + Teams + AI Agents + Activity Log
Global Operations
Translations + Notifications + Roles & Permissions + Data Access
Enterprise Security
Roles & Permissions + Data Access + Activity Log + Notifications
Next Steps
Explore these resources to master Elementum’s features:Core Concepts
Understand the foundational concepts that power these features.
Guides
Follow step-by-step guides for implementing specific features.
Best Practices
Learn proven patterns for building effective feature combinations.
API Reference
Integrate features with your existing systems and tools.