Bring your reference data into every workflow

Keep your customers, sites, products, and price lists in a shared Data Table — then let your workflows read from it. Choose one row in a run and Manifestly fills in the rest of that row for you, no retyping.

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Available on the Enterprise plan. See pricing · About Enterprise

Sales Territories Data Table

Region	Owner	Email	Quota
Northeast	Dana Ruiz	dana@acme.co	$1.2M
Southeast	Priya Shah	priya@acme.co	$1.4M
Midwest	Alex Kim	alex@acme.co	$0.9M
West	Jordan Lee	jordan@acme.co	$1.6M

Stop retyping the same lists into every run

The same customers, locations, and prices get pasted into step after step — and the moment something changes, every stale copy has to be hunted down. Data Tables give that reference data one home your workflows read from.

Without Data Tables

Dropdown options hand-typed into each workflow
A price change means editing dozens of steps
Typos and mismatches slip into reporting

With Data Tables

One table, referenced everywhere it's needed
Update a row once — every run sees it
Consistent values feed clean reports

From spreadsheet to smart workflow in three steps

Create your table

Add columns, type in rows, and reorder as you like — or import a CSV, or let AI draft it from a prompt. Share it across the whole account or scope it to one department.

Point a field at it

Add a Choose from Data Table field to any step or workflow and pick the column people select from. Its dropdown options now come straight from your table.

Run it

A teammate picks one value in the run. Manifestly fills the rest of that row into your other fields and exposes every column as a token for step content, emails, and SMS.

Pick one value, fill the whole row

It's a VLOOKUP built into your run. Choose a single-select Choose from Data Table field as the source and bind other fields to its sibling columns. When someone makes a selection, the linked fields populate automatically — and the fill is recorded in the run's activity for a clean audit trail.

Fill text, number, date, email, or URL fields from any column in the chosen row.
Set it up from either side — “this field fills…” or “fill this field from…”
Bindings survive workflow duplication, JSON export/import, and shared-workflow sync.

Customer sourceAcme Corp

fills from the same row

Account managerPriya Shah

TierEnterprise

Renewal dateNov 1, 2026

RegionSoutheast

Activity: “4 fields filled from the Customer Data Table choice.”

Reference any column, anywhere

Every column of the selected row becomes a token. Drop {{Customer}} for the chosen value, or {{Customer.AccountManager}} for a sibling column — in step instructions, customized emails, and SMS messages. Tokens resolve by the stored row, not by matching text, so duplicate names never cross wires. And because the visible value is stored too, selections still drive your existing conditional logic.

Customized email on step completion

Template

              Hi {{Customer.AccountManager}},

              The onboarding run for {{Customer}} ({{Customer.Tier}}) is complete.

What sends

Hi Priya Shah,
The onboarding run for Acme Corp (Enterprise) is complete.

Build a table your way

By hand

Add columns, type your rows, and drag to reorder. Each column is a type — text, number, date, yes/no, email, or URL.

Region · Owner · Email
Southeast · Priya Shah · priya@…

Import a CSV

Already have it in a spreadsheet? Upload a CSV — the header row becomes your columns and every line becomes a row.

customers.csv → 240 rows imported

Generate with AI

Describe the table you need and Manifestly's AI drafts the columns and rows for you — ready to review and refine.

“US states with their sales region and tax rate”

Keep your tables current, automatically

Your products and customers already live in a CRM, an ERP, or a database. Keep a copy in Manifestly and sync it with the source through the v2 API — so your workflows always reference fresh data without anyone retyping a thing.

Your CRMsource of truth v2 APIcreate · update · delete Data Tableread by every run

Full CRUD on tables, columns, and rows — push updates on a schedule or the moment the source changes.
Drive it from a nightly job, a webhook, or a no-code tool like Zapier.
AI agents can look tables up read-only over MCP to ground their work in your real data.

# Update the Acme row in your Customers table
PUT /api/v2/data_tables/128/rows/42
{
  "name":    "Acme Corp",
  "owner":   "Priya Shah",
  "tier":    "Enterprise",
  "renewal": "2026-11-01"
}

# → every workflow using this row now sees the new values

Type your columns so values stay clean

TextAcme Corp Number4.5 Date2026-11-01 Yes / Notrue Emailpriya@acme.co URLacme.co

Shared where it helps, controlled where it counts

Share a table across your whole account, or scope it to a single department.
Account-level tables are read-only to department admins — managed centrally, used everywhere.
Manifestly warns on duplicate values in a lookup column so selections stay unambiguous.
A table that's still used by a workflow can't be deleted out from under it — you're warned first.

Account-level table shared · read-only to depts

Price List, Product Catalog

Sales dept

owns: Territories

Field ops dept

owns: Site List

What teams keep in a Data Table

Sales & onboarding

Customer accounts with their owner, tier, and renewal date.

Pick the customer in a run → the owner and renewal fill in, and the kickoff email addresses them by name.

Field service

Sites and locations with address, region, and on-site contact.

Choose the site → the address and contact populate the work-order steps automatically.

Ops & procurement

Products and price lists with SKU, unit price, and vendor.

Select the SKU → price and vendor flow into the request, synced nightly from your ERP.

Data Tables, answered

Data Tables are part of the Manifestly Enterprise plan. See the pricing page or read more about Enterprise.

Text, number, date, yes/no, email, and URL. Auto-fill can populate text, number, date, email, and URL fields from the selected row.

Yes. The v2 API supports full create, update, and delete on tables, columns, and rows, so you can sync from a CRM, ERP, or database on a schedule, via a webhook, or through a tool like Zapier. AI agents can also read tables over MCP.

Yes. The field stores the visible selected value, so your existing conditional rules (“if Region is Southeast…”) keep working exactly as before. The row is tracked behind the scenes so sibling columns resolve reliably as tokens.

Yes. A table can be shared across the whole account or owned by a single department. Account-level tables are read-only to department admins, so shared reference data is managed centrally while teams keep their own tables.

Manifestly warns you and blocks the deletion while any workflow or step field still references the table, so a live run never loses the data it depends on.

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.

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