Import your workflows from a document or spreadsheet

You've already written the process down — in a Word doc, a spreadsheet, a PDF, or a shared page. Upload it and Manifestly reads the title, sections, and steps and builds a ready-to-run workflow. Or paste a plain list of steps and go.

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Import Document → Workflow

Onboarding SOP.docx

Paperwork

Send offer letter

Collect tax forms

Setup

Create accounts

Ship laptop

Don't rebuild what you already wrote

Your procedures live in files today — and copying them into a new tool one step at a time is exactly the chore that keeps teams from getting started. Point Manifestly at the file and let it do the typing.

Starting from scratch

Retype every step by hand
Rebuild sections and structure manually
Put it off because it's tedious

Importing your file

Upload the file you already have
Sections and steps come across for you
Review, tweak, and you're running

From file to running workflow in three steps

Upload your document

Drop in a Word doc, a spreadsheet, a PDF, or a text file — whatever you already use to document the process.

Manifestly reads it

Manifestly analyzes the file and pulls out a workflow title, the sections, and the individual steps — laying out the structure for you.

Review and create

Confirm the outline, rename or reorder anything you like, and your Workflow is ready to launch as a Run.

A guided wizard walks it in for you

Uploading a document opens a short import wizard. Manifestly reads the file and proposes the pieces of your workflow one stage at a time — so nothing lands in your account until you've had a look.

Title — a suggested workflow name and description you can edit.
Sections — the headings found in your document, ready to add, rename, reorder, or remove.
Steps — the individual tasks pulled out under each section.
Prefer hands-off? Let it run in the background and Manifestly emails you when the workflow is ready.

Title 2 Sections 3 Steps

We found the following sections in your document:

Paperwork 4 steps

Accounts & access 6 steps

First week 3 steps

Add / edit sections Confirm & continue »

Bring the file you already have

Manifestly reads the formats teams actually keep their procedures in — up to 10 MB per file.

Word .docx Excel .xlsx PDF .pdf CSV .csv Text .txt Markdown .md HTML .html

Just have a list? Paste it in

You don't need a file at all. Paste your steps one per line and each line becomes a step. Start any line with an asterisk (*) to turn it into a section heading — a fast way to spin up a workflow straight from an email, a doc, or your notes.

One line in, one step out — no formatting to learn.
Asterisk-prefixed lines become section headings that group the steps below them.
Do it when you create a new workflow, or paste extra steps into a workflow you already have.

Paste your list of steps

# Lines starting with * become sections
* Paperwork
Send offer letter
Collect signed tax forms

* Accounts & access
Create email account
Add to team chat
Grant tool permissions

becomes a workflow with 2 sections and 5 steps

Great for moving off another tool

Switching from another process or SOP app? Export your existing procedures and drop the files into Manifestly. It recognizes the shape of exports from other process tools and rebuilds them as clean Workflows — so you carry your library over instead of starting again.

Import one procedure at a time as you migrate at your own pace.
Larger imports process in the background — keep working while Manifestly does the reading.
Get an email the moment your new Workflow is ready to review.

Processing in the background

Team-SOPs-export.xlsx

Auto

Reading document done

Finding sections done

Extracting steps working…

We'll email you when your import is complete.

Add steps to a workflow you already built

Importing isn't just for brand-new workflows. Open any existing Workflow and paste a fresh batch of steps straight into it — and if the workflow already has sections, choose which one the new steps should land under.

Bulk-add steps without clicking “new step” over and over.
Drop them into the right section from the start.

Choose section (optional)

Accounts & access

Steps to import

Provision VPN

Enable 2-factor auth

Add to on-call rotation

What teams import first

SOPs in Word

The procedure doc that already lives in a shared drive.

Upload it → its headings become sections and its bullet points become steps you can run.

Spreadsheet checklists

Rows of tasks you've been tracking in a spreadsheet.

Import the sheet → each row becomes a step in a repeatable Workflow instead of a one-off tab.

Exports from another tool

A library of processes trapped in a tool you're leaving.

Export and drop the files in → Manifestly rebuilds them as Workflows so you keep your library.

Importing, answered

Word documents (.docx), Excel spreadsheets (.xlsx), PDFs, and plain-text formats including .txt, Markdown (.md), .csv, and .html. Files can be up to 10 MB. If you don't have a file, you can paste a list of steps in directly instead.

No. The import wizard shows you the suggested title, sections, and steps before anything is created. You can rename the workflow, add or remove sections, reorder them, and edit steps — nothing is saved to your account until you confirm.

Paste your steps one per line and each line becomes a step. To create a section heading, start the line with an asterisk (*) — the steps that follow are grouped under it. It's the quickest way to build a workflow when you already have the list somewhere.

Yes. Open the existing Workflow and paste in a new batch of steps. If the workflow already has sections, you can choose which section the imported steps should be added to.

Yes. Export your procedures from your current tool and import the files into Manifestly. It recognizes exports from other process and SOP apps and rebuilds them as Workflows, so you can migrate your library instead of recreating it by hand.

Your original document is never modified — Manifestly reads a copy to build the workflow. Larger imports are processed in the background, and you'll get an email as soon as the new Workflow is ready to review.

Other Features

Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Business Calendars

Attach a holiday calendar to a workflow to keep due dates and reminders off weekends and holidays. When a date lands on a day off, snap it to the next or previous business day — and move or skip recurring runs that fall on one.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

Organize with Tags

Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work, and more.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.

Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.

Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.

Reminders

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.

Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.

Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows