FAQ

Of course, we have reminders built in to the platform.  Any user can set reminders in order to receive notification on future meetings, call backs, events etc.

Of course, we have several built in API connections.  Additionally, we support connecting with any of the many apps with OpenAPI / Swagger documentation

The database design is automatically available in real time. Just navigate to the application diagram to view.

Yes, you can store images, documents in nearly any format and view them with our multimedia viewer.

Absolutely. Every widget in CodeBlox interactive dashboards supports drill-through so clicking any number, bar, or data point opens the filtered list of records that make up that metric. Your team can investigate, edit records, and act on what they see without leaving the dashboard or switching to a separate view to find the underlying data.

Most workspaces are configured in a few minutes. Channels, notification rules, filters, and role assignments are set visually with live previews, and no engineering work or migration is required.

Communication Center is a configurable workspace that centralizes team conversations, notifications, and workflow updates inside CodeBlox. It reads and writes the same live data as every other view, so messages stay connected to the records they reference.

You build trigger-based workflows using a visual editor. When a candidate is hired, an offer is signed, or a review cycle begins, CodeBlox HR workflow automation automatically assigns tasks, sends notifications, updates records, and routes approvals across your HR team without anyone manually managing the handoff between steps.

Yes. CodeBlox interactive dashboards support scheduled delivery to email, Slack, and PDF on any cadence you configure. Daily standup snapshots, weekly executive summaries, and monthly board packs can all be generated and delivered automatically so every stakeholder receives the right data on the right schedule without anyone having to manually trigger a report.

Yes. CodeBlox lets you create workflows with native AI task steps that can categorize records, draft content, score leads, summarize data, and make routing decisions based on the information in your workspace. AI steps are configured in the same visual builder as every other step so adding intelligence to your processes requires no separate platform or technical expertise.

Absolutely. Every stage, field, form, and flow in CodeBlox is fully configurable. Your HR process automation rules are built around how your team actually operates, not forced into a rigid template someone else designed. You control every workflow, every approval chain, and every notification rule without developer involvement.

Yes. CodeBlox no-code finance automation is designed to consolidate your approval flows, invoice management, reconciliation, and reporting into one connected platform. Most finance teams eliminate their disconnected spreadsheets and manual processes within the first week without requiring a development team or a lengthy implementation project.

CodeBlox no-code finance automation supports multi-currency transactions and multi-entity ledger management out of the box. Your finance team can manage separate entities, consolidate reporting across all of them, and handle currency conversions automatically without building custom logic or maintaining separate spreadsheets for each entity.

Yes. CodeBlox is fully cloud-based and mobile-friendly. Whether your team is in one office or spread across multiple time zones and locations, every employee and every manager accesses the same system with the same experience and the same real-time data without any VPN or local installation required.

Absolutely. Every approval threshold, escalation rule, workflow trigger, ledger mapping, and report in CodeBlox is fully configurable. Your finance process automation rules are built around how your team operates, not forced into a rigid system that requires workarounds to match your actual approval hierarchy and spending policies.