Actions & Workflow Tracking

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.

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.

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.

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.