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SWITCHBOARD — WORKFLOW AUTOMATION AND CROSS-APP ROUTING

BETA

When something happens in one app, the next one acts.

Switchboard connects Boards, Smart Tables, Drive, eSign, Agents and the Methodical apps. A change in one starts work in another — nobody forwarding it, nobody copying it across.

Our own website runs on it: an enquiry here becomes a card on our sales board, with nobody touching it.

Beta · Early access by invitation · Data stored in India

WHY IT'S DIFFERENT

Built in, not bolted on

Integration tools sit outside your apps and see only what each one chooses to share. Switchboard sits inside Methodical. Every board, table, document and app already reports what happens in it — a due date moved, a row added, a request approved, a last working day recorded — so a rule can act on any of it.

USE CASES

Rules teams set up

Sales

Live

An enquiry on our website → a card on our sales board, sorted by what they asked for. Nobody touches it.

HR → IT

Live

A last working day recorded in HR → an IT clearance task in Helpdesk.

HR

Example

An offer accepted → onboarding checklist on HR's board, a laptop request in Helpdesk, a welcome email from Outlook.

Approvals

Example

A purchase request approved on the board → the requester hears in Teams. Rejected → it goes back with the reason.

Stores

Example

Stock below its reorder level in Smart Tables → a purchase request on Procurement's board.

Finance

Example

An invoice dropped in Drive → Drive picks out vendor, amount and due date → an approval task on the vendor payments board. Over ₹50,000 → the finance head.

Payroll

Example

On the 25th of every month → a task on each department head's board to confirm attendance.

Quality

Example

A complaint logged → an AI step reads it and sets severity. High → the plant head hears in Teams.

Orders

Example

An email to your orders address in Outlook or Gmail → a card on the sales board, with the attachment filed in Drive.

Any system

Example

Your own order system says an order has shipped → the customer's card moves to Dispatched.

The two marked Live run in production today. The rest are rules you'd be able to build with what's there.

OUTSIDE SYSTEMS

And the systems you already run

A rule can start when an email arrives in Outlook or Gmail, a meeting is created, changed or cancelled in an Outlook calendar, a file is uploaded to OneDrive, a message is posted in a Teams channel or chat, or someone comments on or mentions your Instagram account. A rule can then send email through Outlook or Gmail, add, change or cancel meetings in the Outlook calendar, save a file to OneDrive, post to a Teams channel or chat, publish photos, videos and carousels to Instagram, and pull Instagram insights. Any other system that can send or receive a notification over the web can start a rule, or be told when one runs.

When we don't connect to a system yet, we build the connection. Our engineers work with agents that read the system's documentation, build and host the connector, and add its events and actions to Switchboard. Several connectors in production today were built this way.

FOR DEVELOPERS

Webhooks in and out

Any rule can be started by an inbound webhook and can call an outside endpoint. Smart Tables' events and actions are listed on the Smart Tables page.

WHERE IT'S GOING

What we're building next

Every rule in one place

In design

Switchboard's home will list every rule running in your company, grouped by the board, app or table it belongs to — the way Drive shows every folder you can reach.

Connections your agents can use

In design

The same connections will be open to your Methodical agents, so an agent can look something up in an outside system, or act in it.

The goal: every app in the company wired to every other, so what happens in one part of the business reaches the rest of it. A nervous system, not a set of connections someone has to remember to maintain.

ROADMAP HONESTY

Limits and honest commitments

WhatsApp

NOT YET

Rules can't be started or answered from WhatsApp yet.

Timers

LIMIT

A timer runs on the calendar: every few minutes or hours, or daily, weekly or monthly. It can't yet count from a date on a record, like "15 days before a probation ends".

Bring one thing your team still forwards, copies or chases by hand.

We'll show you the rule that does it.

Beta · Early access by invitation · Data stored in India