FAQ

AI business process automation applies AI to a full business process, such as procurement or onboarding, rather than a single task. It handles the routing, the approvals, and the data entry across departments and flags the cases that still need a human. The goal is to run the whole process with less manual effort and a clear audit trail.

A workflow automation platform replaces a dozen disconnected tools with one system where data, automation, and reporting share the same source. That removes the handoffs and stale spreadsheets that slow teams down, and it lets IT govern everything from one place. The payoff is faster execution and fewer errors as you scale.

Workflow automation software is a tool that moves work through its steps automatically, from a form submission to an approval to a finished record. Good workflow automation software keeps every step, owner, and deadline in one place so nothing stalls in an inbox. CodeBlox does this on top of a real database, so the automation acts on live data rather than a copy.

Traditional automation follows fixed rules: if this happens, do that. AI workflow automation adds judgment on top, so it can score a lead, categorize a ticket, or read an invoice that does not fit a rigid rule. You get the reliability of rules with the flexibility to handle messy, real-world inputs.

AI-powered workflow automation is software that runs your routine business processes on its own, using AI to read, sort, and act on data instead of waiting for a person at each step. Unlike a basic chatbot, it lives inside the workflow and works from your real records, so it can route a lead, approve a request, or answer a ticket from start to finish.

You have two options for submitting a ticket

• Send an email to support@codeblox.com or
• Go to the CodeBlox Web Portal (https://www.codeblox.com/contact)

CodeBlox data import includes configurable duplicate detection based on any field or combination of fields you designate as a unique key. When a duplicate is detected, you can choose to skip, update, or merge the incoming record with the existing one so your workspace stays clean and your reports stay accurate after every import run.

Yes. CodeBlox data import includes a visual field mapping interface that lets you match every column in your source file to the corresponding field in your Blox. You can apply transformations, set default values for missing fields, and preview how the mapped data will look before committing the import so there are no surprises after the records land in your workspace.

CodeBlox data import supports CSV, Excel, JSON, and direct API ingestion. Whether your data lives in a spreadsheet, a legacy database export, or a third-party platform, the data import engine handles the most common formats your team works with so you can get records into CodeBlox without converting files or building a custom integration.

Card View reads and writes through the REST API, webhooks, and more than 200 native integrations. Data moves between CodeBlox and external systems without manual exports or middleware.

Yes. The same configuration runs on iOS, Android, and the web. Layouts adapt to the screen, and native features like the camera and push notifications are available without extra setup.

Every change is logged with the user, timestamp, prior state, and IP address, and the log exports to a SIEM. Configurations are versioned, so any earlier setup can be restored.

Visibility follows the existing role-based access model. Each user sees and edits only the records their permissions allow, scoped automatically, so administrators do not maintain a separate permission list for the board.

Most boards are configured in a few minutes. Columns, card fields, filters, and grouping are set visually with live previews, and no engineering work or migration is required.

Card View turns any Blox into a configurable board of cards, similar to a Kanban layout. Each card maps to a record, columns map to a field such as status or stage, and the board reads and writes the same live data as every other view.