Name
Advanced Workflows
Date & Time
Monday, October 19, 2026, 2:30 PM - 4:30 PM
Description

Only Offered on Monday with a Training Pass

Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session.

Built for experienced administrators, this 2-hour workshop will guide participants through the tools and strategies needed to create sophisticated, end-to-end workflows that drive efficiency, consistency, and scalability across the platform.

Through guided exercises, we will deep dive into data entry events, actions including emails and templates, tasks, data updates, and notes, custom data validations, and external grant access links — creating workflows that reduce manual effort and improve process outcomes. This session is ideal for those looking to move beyond basic automation and implement advanced workflows that improve operational efficiency and deliver measurable business value within Origami Risk.

Session Type
Monday Only: Hands-On Workshop
Product
Platform
User Type
Integrated Risk Management, Risk Management & Claims Professional, Safety Professional, Enterprise Risk Management Professional, Risk Pool, Underwriter, Healthcare, IT/System Administrator, Carrier, MGA, TPA, Broker