A Task-Based Document Management System

PromptMeNever miss a thing

PromptMe brings documents, tasks, and workflows together in one structured workspace — turning complex document-driven processes into work that is simpler to manage, easier to control, and clearer to follow.

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Salient Features

A smarter way to manage documents, tasks and workflows

Everything you need to stay organised, productive and compliant — all in one platform.

A laptop showing a dashboard of tasks and documents

Dashboard-Driven Workspace

Start your day with a clear view of what matters most.

  • Action-Oriented Dashboard

    A centralised workspace that instantly shows what requires your attention today.

  • Smart Prioritisation

    Automatically surface critical deadlines, pending approvals and urgent tasks.

  • Personalised Work View

    See the tasks, documents and activities most relevant to you in one place.

A document moving through people, tasks, and files

Intelligent Workflow & Task Management

Streamline processes and get more done, your way.

  • Flexible Workflows

    Launch predefined business processes or create ad-hoc tasks whenever needed.

  • Workflow Automation

    Turn successful ad-hoc processes into reusable workflow templates with a single click.

  • Integrated Diary

    Manage notes, reminders, appointments and tasks from one connected workspace.

  • Task Tracking

    Monitor progress, ownership, deadlines and outstanding actions at every stage.

Folders, a document, and a search

Advanced Document Management & Search

Find, organise and control your documents with ease.

  • Smart Document Preview

    Preview documents before filing to ensure they are stored exactly where they belong.

  • Instant Metadata Tagging

    Capture information directly from document previews to speed up filing.

  • Custom Data Hierarchies

    Organise information using folders, structures and taxonomies that match your business.

  • Complete Version Control

    Automatically maintain document versions and protect against accidental overwrites.

  • Powerful Search

    Find the right document quickly using metadata, tags, folders and content.

A shield and a lock

Enterprise-Grade Security & Compliance

Keep your information secure and your business compliant.

  • Metadata-Level Security

    Control access to sensitive information based on document and metadata attributes.

  • Role-Based Access

    Define permissions that align with your organisation's teams, roles and responsibilities.

  • Detailed Audit Trails

    Maintain a complete history of document and user activity for accountability and compliance.

  • Single Sign-On (SSO)

    Simplify access with secure authentication through your existing enterprise identity provider.

  • Controlled Document Access

    Ensure users see and interact only with the information they are authorised to access.

Office applications connected through a cloud

Seamless Connectivity

Connect your DMS with the tools your business already uses.

  • Third-Party API Integration

    Connect your document management system directly to your existing software ecosystem.

  • Microsoft 365 Integration

    Work with documents and tasks across your Microsoft 365 environment without disruption.

  • Connected Business Ecosystem

    Keep information flowing between your DMS and other business applications.

See what happens when documents and work stay together.

Experience PromptMe with your own processes in mind.

PromptMe — Never miss a thing.