Actions & Workflow Tracking
Track every corporate action from initiation to completion. Structured workflows for officer changes, share movements, filings, and custom actions.
Your first entity is free. No credit card required.
Actions & Workflow Tracking
Track every corporate action from initiation to completion. Structured workflows for officer changes, share movements, filings, and custom actions.
Join BetaCorporate actions, tracked end to end
Every change to a corporate entity involves multiple steps — a board decision, supporting documents, regulatory filings, and internal record updates. When these steps are managed across emails, spreadsheets, and shared drives, things get missed. A director appointment is approved but the consent form is never collected. A share transfer is recorded but the ASIC filing is forgotten. EntityFlo's Actions module provides structured workflows for every type of corporate action. Each action has defined steps, assigned responsibilities, deadlines, and document requirements. Nothing proceeds without the prerequisite steps being completed, and nothing is marked done until every requirement is satisfied.
25 action types across 5 categories
EntityFlo includes pre-built workflows for the most common corporate actions: • Entity actions: incorporation, deregistration, name change, address change, constitution amendment, status change, annual review, entity restructure, custom entity action • Officer actions: appointment, resignation, change of details, consent collection, ID verification • Shareholder actions: share allotment, share transfer, share buyback, share cancellation, dividend declaration, capital return • Governance actions: pass resolution, hold meeting, circulate document, approve document • Custom actions: define your own workflow with custom steps Each action type has a predefined checklist of steps, but you can add, remove, or modify steps for any specific action.
Assignment and collaboration
Each action and its individual steps can be assigned to specific team members. Assignees receive notifications when actions are created or when their steps become active. The actions dashboard shows each team member their current workload and upcoming deadlines. For actions that span multiple team members — common in larger governance teams — EntityFlo provides visibility into the overall progress while allowing each person to focus on their assigned steps.
Complete audit trail
Every action in EntityFlo is logged with a complete audit trail: who created it, who completed each step, when each step was completed, and what documents were attached. This audit trail satisfies both internal governance requirements and external regulatory expectations. Completed actions remain accessible as historical records, allowing you to review past corporate actions at any time. This is invaluable during transactions, audits, or regulatory inquiries where you need to demonstrate that proper process was followed.
Explore related features
See how Governance Hub connects across the platform.
Frequently asked questions
Can I create custom action workflows?
Yes. In addition to the 25 pre-built action types, you can create custom actions with your own defined steps, assignments, and document requirements.
How do actions relate to compliance?
Many compliance issues generate recommended actions. When the Compliance Engine identifies a missing consent or overdue filing, it prompts you to create the appropriate action with pre-populated steps.
Can multiple people work on the same action?
Yes. Individual steps within an action can be assigned to different team members. Each person sees their assigned steps while the action owner has visibility of overall progress.
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Entity Register
Every entity, officer and shareholder in one structured register.
ExploreCorporate Actions
From board decision to registered outcome. Every step tracked.
ExploreCompliance Hub
Continuous compliance monitoring across every entity.
ExploreOwnership 360
Live ownership chains, control maps and UBO traces.
ExploreFilings & Lodgements
Direct ASIC lodgement, real-time sync, and filing history.
ExploreBoard Room
Run board meetings, papers and minutes from one place.
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Rebecca AI
The AI intelligence layer powering every part of EntityFlo.
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