AI assistants can now connect to CheckFlow by signing in with your CheckFlow account. There’s no API key to copy or store. The assistant works as you: it sees what you can see, and its changes are recorded in your name. Where you can use it Claude on the web, desktop and mobile:
Read moreDue date offsets have a new Business Days Handling setting with three modes: Move to a Business Day: count calendar days, and move a due date that lands on a weekend to the next business day. Business Days Only: count Monday to Friday only, so a due date never falls on a weekend.
Read moreDescribe a process in a sentence, or import a document you already have, and watch CheckFlow build the template live in the Template Designer. You get sections, steps, fields, conditions, assignments and due dates. You can import: Word documents and spreadsheets PDFs and web page
Read moreTeam Management has been rebuilt, with each area on a tab of its own: General Members Groups API & Integrations Webhooks SSO & Security AI Shared Checklists Billing Email The new Webhooks tab lists every webhook in your team, including ones created through the API or Zapi
Read moreThere’s a new version of the CheckFlow REST API, built from the ground up. It covers everything you can do in a workspace: Run checklists and complete their tasks Raise standalone tasks Build and version templates Manage Data Sets, schedules and webhooks Read members, groups and
Read moreAI assistants such as Claude can now work directly in your workspace through the CheckFlow MCP server. Connect it once, then ask in plain language: “What’s on my plate this week?” “Start an Invoice Review for INV-2041, due Friday, and assign the approval to Sarah.” “Turn this pro
Read moreInline checkbox: tick a task in the Tasks grid to complete it without opening it. If a required field is missing, the task opens in the sidebar so you can fill it in. Filter by Tasks: the Templates filter now has a Tasks tab, so you can show specific tasks from your templates rat
Read moreFinding your work used to mean opening checklists one at a time. Tasks is a new screen in the left-hand navigation that lists one row per task across every checklist you can see, plus the one-off jobs that belong to no checklist at all — so you can sort it, filter it and work it
Read moreData Sets are reusable tables of reference data that live in your Library - your clients, offices, products, engineers, or anything else you find yourself typing into templates over and over. Build one once, link it to a control, and every template that uses it stays current. Upd
Read moreAdministrators can now permanently delete a user from their team, not just disable them. Deleting a user removes them from the team completely — they disappear from the Users list, groups, and assignment selectors — while their work history is fully preserved. Completed tasks, co
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