FORT WORTH, Texas, October 26, 2026. PortalBase's workflow builder now shows a workflow as a flow. Steps run down the page. A decision splits into its answers side by side, so both paths are on screen at once. Steps are added with the plus, moved up or down, or dragged into place.
A workflow can start from one of five templates: a critical step fails, a permit request, overdue work that goes up the chain, a certification that runs out, and a weekly safety walk. Or it can start blank, or from a sentence with Build with AI.
Steps can ask someone to decide or sign, tell people, grant a certification, hand out a learning path, update a field on a person and send an announcement.
A test run shows what each step would do before anything goes live, and a person publishes it.
"If you can draw it on a whiteboard, you can build it here," said Calvin Titus, CEO of PortalBase.
About PortalBase
PortalBase is one system for the people who do the work: store teams, hotel staff, plant operators, warehouse crews, construction and field service.
Training, forms, inspections, safety records and corrective actions live in one app on the phone your people already carry. It works with no signal and syncs when they're back in range. Leads, admins and executives work from the same records on the web.
PortalBase is AI-native. Describe a form, a training or a workflow and get a draft to review, then publish it. Your people ask questions in plain words and get answers from your own documents and training videos, with the page or the moment cited. It connects to Claude, ChatGPT and Microsoft 365 Copilot, and it acts only as the person who signed in.
Every training, signature, inspection and fix is on the record, ready for an audit, a client or an inspector.