Checklist Automation


CAS Provides a powerful and modular Appian application capable of handling a wide range of distributed activities for fast and easy execution of ad-hoc processes that do not require complex workflow capabilities. Create simple, no-code customized surveys, and checklists to deliver quick and summarized responses when dealing with a large number of stakeholders.


Use Cases


Manufacturing solutions such as product configuration, assembly, and inspection can leverage build sheets that can be quickly created, distributed and tracked.

Simplified work stages across multiple corporate functions such as HR – checklists for employee onboarding and assessments, Finance – audit checklists during the quarterly closure, Marketing campaign kickoff checklists, and IT – Equipment Inventory and maintenance checklists.

Customer satisfaction surveys, issue resolution reporting, product evaluation, quality checks, group feedback, and dimension scoring.



  • Create a wide variety of checklists or surveys without requiring new Appian development
  • Assign scoring weights to questions
  • Manage an inventory of checklist templates, and import new lists from external .xlsx files
  • Use a single, intuitive interface to view assigned checklists, respond to them and approve the checklists




  • Distribute new checklists and track checklist assignments across the organization
  • Add context-relevant notes and attachments within any checklist process
  • Compare responses across the assignments
  • Reports that provide data analysis of responses across checklists and individual checklist sections for initiated, in-process, and completed checklists


see  how it works


Pin It on Pinterest