Transform inefficiency into innovation
Reclaim the work that matters
Reclaim the work that matters with Intellistack Streamline - the only secure, AI-native, no-code workflow automation platform that transforms your manual, outdated processes, connects siloed systems, and replaces your “Frankenstack” of overlapping tools.
Intellistack Streamline is the only secure, AI-native, no-code workflow automation platform that transforms your manual, outdated processes, connects siloed systems, and replaces your “Frankenstack” of overlapping tools.
From disconnected → to streamlined
Across industries, people are stuck doing the same thing twice, copying and pasting between documents, re-entering existing data and chasing updates across five different systems.
It’s not a people problem. It’s the process, the maze of tools, and manual workarounds holding them back. Intellistack Streamline changes that, and clears roadblocks, removes delays, and eliminates endless workarounds.
What makes us different?
Other workflow platforms make you choose between security and simplicity. We built Intellistack Streamline so you don’t have to. It’s data safety and no code by design.
Data safety by design
Data safety is not optional. It is the foundation of the platform. Every decision about how we handle your information begins with the same principle: data safety by design.
No-code workflows
The platform is no-code, so anyone can use it and build workflows - without waiting on developers, depending on IT, or increasing the burden on your IT team.
Consolidate vendors and save money
Keep the systems that hold the data you need. Eliminate the ones you don’t and finally get rid of the extra layers of software that no longer add value, while saving money and time.
Intellistack Streamline eliminates outdated processes and mitigates risks associated with inefficient software. By streamlining our workflows, we’re reclaiming valuable time, reducing costs, consolidating vendors, and enhancing data management and security–transforming inefficiency into innovation.
Built for teams who handle sensitive data
Intellistack Streamline adapts to the way your industry works. It's a single, data-safety first platform for every workflow, whether you need to create digital forms, generate documents, manage contract lifecycles, or collect eSignatures.
Use Streamline to...
- Coordinate patient referrals
- Manage intake & discharge
- Administer financial agreements
- Improve client onboarding
- Manage contract lifecycles
- Execute MSAs, NDAs
- Manage employee onboarding
- Route authorization & consent requests
- Track student applications
- Coordinate enrollment
Explore the no-code platform
How it works
Integrations
CLM
FAQs
Intellistack Streamline is an AI-native, no-code process automation platform that helps organizations modernize manual processes, connect siloed systems, and consolidate overlapping tools. Intellistack Streamline closes the gaps between the systems you already run, turning slow, manual processes into fast, self-service workflows that increase efficiency and reduce costs, with no rip and replace required.
Intellistack Streamline is designed to connect with enterprise systems such as Salesforce, Snowflake, SharePoint, SQL databases, Epic, Cerner, Slack, and Dropbox to support multi-system workflows.
It can support all types of workflows such as patient intake, referrals, financial agreements, onboarding, first notice of loss (FNOL), contract lifecycle management, authorization requests, student applications, document generation, and eSignatures. Workflows can be fully customized to business needs and system requirements.
It can reduce vendor sprawl by consolidating forms, documents, contracts, eSignatures, and workflow automation within one platform.
AI-native means AI is built into the platform at every layer, not added on top. It's included at no extra cost, with no separate AI tier or add-on pricing. In practice, that means AI automatically identifies and classifies sensitive data (PII, PHI) against frameworks like HIPAA, GDPR, and PCI. And AI powers features like the Transform Step and our Omni agent to help you reuse data and build workflows using plain language. Data is used in context to run these processes but is never retained and never used to train AI models.
Intellistack Streamline is ideal for teams in regulated or data-sensitive industries such as healthcare, higher education, insurance, financial services, and legal that need to automate manual processes while maintaining strict data governance. It supports both business users who need no-code workflow tools and IT/legal teams who need oversight and control.
Unlike point solutions that handle only forms, e-signature, or document generation separately, Intellistack Streamline consolidates forms, document generation, eSignature, contract lifecycle management, and workflow automation in a single AI-native, no-code platform reducing vendor sprawl while giving IT and compliance teams centralized governance over sensitive data.
