Omni is your built-in AI assistant inside the Streamline platform. Designed to help you move faster and work smarter, Omni allows you to interact with Streamline using plain language to build workflows, manage data, configure documents, and monitor activity.

Instead of navigating through every menu manually, you can describe what you want to accomplish — and Omni helps you get there.

How to Access Omni

You can access Omni in two primary ways:

• From the dedicated Omni tab within Streamline
• Directly while building a workflow

When building a workflow, Omni can assist you in real time — helping you add steps, configure logic, connect data sources, or troubleshoot issues without leaving the builder.

This makes Omni both a high-level assistant and an in-context helper.

What Can Omni Help You Do?

Omni supports a wide range of capabilities across workflow management, data operations, user administration, and reporting.

Workflow Management

Omni can help you build and manage your workflows from start to finish.

Create and Manage Projects

• Set up new workflow projects
• Update project names and descriptions
• Star frequently used projects
• Delete unused projects

Example:

• “Create a new onboarding project for HR.”
• “Rename this project to Customer Intake 2026.”

Build Workflows

Omni can help you add and configure workflow steps, including:

• Data capture forms (text, numbers, dropdowns, file uploads, signatures, dates, addresses, and more)
• Document generation (PDF or DOCX with dynamic form data)
• E-signature workflows with multiple signers
• Notifications via email or SMS
• Logic branches for conditional routing
• Document AI for extracting data from uploaded files
• Collaboration steps for multi-party document review
• Data search steps to retrieve records
• Data write steps to update databases

Example:

• “Add a form with name and email fields.”
• “Create a contract document using this form data.”
• “Add a signing step with two sequential signers.”
• “Route submissions differently if the amount is over $10,000.”

Data & Integration Management

Omni can assist you in connecting and working with your data.

Connect Data Sources

• PostgreSQL
• MySQL
• Salesforce
• Airtable
• Other supported integrations

Explore and Query Data

• Browse tables and fields
• Understand relationships
• Fetch records using filters
• Run custom SQL queries (when supported)

Analyze and Write Data

• Run analysis on datasets
• Compare data across sources
• Write collected workflow data back to databases

User & Access Management

Omni can help manage your organization’s access and permissions.

• Create, update, or remove users
• Organize users into groups
• Control project-level access
• Resend invitations to pending users

Example:

• “Add John to the Sales group.”
• “Give the Finance team access to this project.”

Monitoring & Insights

Omni can help you monitor performance and troubleshoot workflows.

• Track workflow executions
• View detailed run history
• Identify failed steps
• Review audit logs
• Analyze workflow usage

Example:

• “Show me workflows that failed today.”
• “Who modified this project last?”

Visualization

Omni can also assist with data visualization.

• Create charts
• Visualize workflow data
• Review trends and performance patterns

Example:

• “Create a chart showing monthly submission volume.”

How Omni Works

Omni is conversational and flexible. You can:

• Ask questions
• Give instructions
• Request analysis
• Build workflows
• Troubleshoot issues

Omni operates within your existing permissions and environment. It respects user roles and access levels, ensuring actions align with your organization’s security model.

When Should You Use Omni?

Omni is especially helpful when:

• You’re building a new workflow and want guidance
• You’re unsure where a feature is located
• You need help configuring a step
• You want to analyze data quickly
• You’re troubleshooting workflow behavior
• You want to speed up repetitive administrative tasks

Summary

Omni is your intelligent assistant inside Streamline. It helps you:

• Build and manage workflows
• Connect and analyze data
• Generate and deliver documents
• Manage users and permissions
• Monitor performance and troubleshoot issues

Whether you’re creating something new or optimizing an existing process, Omni makes working in Streamline faster, easier, and more intuitive.