Introduction

assess.one is an AI operational orchestration platform. You describe a business process in plain language, and assess.one turns it into a complete, reliable operational system — workflows, records, tasks, and approvals — that runs from start to finish. No diagramming, no code.

This documentation covers assess.one v2 — the AI-first generation of the platform. Where the first generation (v1, launched in 2023) required you to build and configure each process by hand — laying out its forms, data, and logic step by step — v2 is built around AI from the ground up: you describe the outcome you want, and assess.one generates the entire operational system for you in seconds, ready to review, refine, and run. It shifts operational orchestration from assembling a system to simply describing one — turning hours of manual setup into a single sentence.

What you can build

A workflow models a real business process from start to finish. Depending on what you describe, assess.one can:

• Capture information through intake forms (a request, an application, a claim, an order).
• Create and update records — the items that move through your process.
• Assign tasks to the right people or teams.
• Request approvals and branch the process on the outcome.
• Make decisions automatically based on the data (e.g. route high-value requests differently).
• Send email and SMS notifications at the right moments.
• Collect payments with payment links.
• Track everything on dashboards and in table views.

Typical examples: employee onboarding, customer complaints, purchase approvals, maintenance requests, service delivery, quote-to-payment, and hundreds more.

How it works

1. Describe your process in the prompt box (or start from a template).
2. Review the generated workflow — its steps, the data it collects, and its dashboards.
3. Refine it by describing any changes in plain language.
4. Publish it.
5. Run it — submit the form or trigger it, then manage the resulting records, tasks, and approvals.

Try it without an account

You can generate and preview a workflow before signing up. To publish and run workflows, you’ll need an assess.one account — and when you create one, the workflow you were building is saved to your new workspace.

Create your FREE assess.one accountAn assess.one account is required to publish and run workflows. Sign up for free — it only takes a moment, and any workflow you were building is saved to your workspace.

Tip

The quality of the generated workflow depends heavily on the description you write. See Writing effective prompts before you start.

Next steps

• Quickstart →
• Core concepts: Workflows & records →