Trisk Updates Late July 2025: AI Insights in Forms
Collecting data is only half the job; the real value comes from turning that data into decisions. With the new
Trisk Updates July 2025: Bulk Recurring Workflows, Clean Email Triage, Instant Draft Submission & Client File Access
Set up Recurring Workflows in bulk, access client files faster, filter out irrelevant emails, and submit draft versions instantly. This
Trisk Updates Late-June 2025: Pre-Fill Forms from Email Attachments, File Activity History, Tags for Identifiers & More
Pre-fill forms automatically from email attachments using OCR and Email Triage, track every file interaction with full Activity History, assign
Email Triage with Trish AI: Reclaim 200+ Hours/Year per Employee
Turn every client email into a task, workflow, or saved file — no more chaos, no missed steps. From Inbox
Trisk Updates Late May 2025: IF/THEN Workflow Launch and Full Workflow Activity History
With the new IF/THEN Workflow Launch, your forms can now automatically trigger entire workflows based on client responses. And with
Trisk Updates Mid-May 2025: Place Client Data Directly on Official Forms, Access Files Instantly, and Track Workflows with Clarity
Map form fields directly onto standardized PDF forms. Access shared documents right from your Dashboard. Track where every workflow step
Trisk Updates May 2025: Reopen Terminated Workflows & Control Signature Order
Reopen terminated workflows. Control the order of document signatures.
Trisk Updates April 2025: Forms That Fill Themselves, AI Review, Faster IF/THEN Logic Editing
3 powerful enhancements of April: OCR-powered form pre-filling, Trish AI built into Review Tasks, and a faster way to clean
Trisk Updates March 2025: IF/THEN Workflow Termination, Flexible Plan Downgrades, and more
Automation should feel effortless, and this update takes it to the next level. We’ve enhanced workflow automation with IF/THEN Logic
Trisk Updates January 2025: Our Biggest Pricing Overhaul + Help Desk Enhancements
Innovation doesn’t stand still, and neither do we. Today, we’re rolling out our most significant pricing update, introducing a new