Product updates

What we’ve shipped lately.

Newest first. Each one has its own page and a real screen from our own demo company.

October 27, 2026

Start a workflow when something happens.

A workflow can start when a training is finished, someone is added, an incident report comes in, a meter passes a number, or a certification is about to run out.

Read the update

The workflow builder showing a workflow that starts when someone's certification runs out. A Tell people card says the certification ran out, and a Have someone sign card has the manager take the person off that work, due in 1 day.

October 26, 2026

Build a workflow as a flow.

Steps run down the page, and a decision splits into its answers side by side. Start from one of five, test run it, then publish.

Read the update

The workflow builder showing a Permit request workflow. A palette of steps on the left, and down the middle a card that starts by hand, a card that asks someone to decide, and two branches under it: if they pick Approve, a second sign-off, and otherwise a Tell people card that the permit was turned down.

October 26, 2026

One upload box for every file.

Anywhere you bring in a file, you now get a clear box: drag it in or press Choose file. It says what's allowed, and shows the name and size once you've picked one.

Read the update

Import and export: a box for people that says Drag a file here, or Choose file, with the columns the file needs listed beside it, and Check the file and Export people buttons.

October 26, 2026

Bring your old courses with you.

Export a course from your old LMS as SCORM 1.2 or 2004 and drop in the .zip. Each lesson becomes a step, and each person's progress and score come with it.

Read the update

The Add a training panel scrolled to its import: a box that says Drag a file here, or Choose file, with a .zip, up to 1 GB hint, for bringing in a SCORM course from another LMS.

October 21, 2026

Describe a form, and it drafts it.

Type what you need in a sentence and the draft appears, with each question listed beside it. Ask for changes in plain words. Nothing goes live until you publish.

Read the update

Build with AI in the form builder after a follow-up. The person typed Make the photo required for the tires. The tires question now shows Photo, required, and the chat says the photo is required for the tire check, with an Undo button.

October 21, 2026

Dark mode, on the web and the phone.

Anyone can switch to dark under their profile, or let it follow their device. Light stays the default, and the choice stays on that device.

Read the update

The Reports overview in dark mode: filters across the top, then tiles for people, sign-ins and adoption with small trend lines.

October 21, 2026

Keep people, equipment and sites in step.

Drop in the file your HR or payroll system makes. PortalBase checks it first, shows what will change, and only then applies it.

Read the update

Sync from a file: a box that says Drag a file here, or Choose file, with a .csv hint, then Check the file and Download the template buttons.

October 20, 2026

Connect Claude, ChatGPT and Copilot.

Turn it on and copy one address. Each connection sees only what that person can, and anything an AI drafts waits for a person to publish.

Read the update

The Connections screen: a switch that lets people connect Claude, ChatGPT or another AI tool, and the address to add as a custom connector, with a Copy button.

October 21, 2026

Certificates in a wallet on the phone.

Each person carries their certifications on their phone, with when each one runs out. Supervisors see who holds what, and what's expiring, in one place.

Read the update

The Certifications area: four certifications as cards, each showing how many people hold it, how many are expiring and how many have run out, with a tab for the next 30 days.

The Certificates tab in the phone app's Training screen: the worker's First aid and CPR certification, good through April 7, 2028, marked Current.

Sample data from our own demo company.

Book a walkthrough Try the demo