Interfaces

Custom pages inside your workspace, built by describing them

Describe the page you need to Claude, with the Workiom plugin, and it builds the page on top of your real Workiom lists. It publishes inside your workspace, with the same data, permissions and automations behind it.

Claude with the Workiom plugin building a site visit page that runs inside Workiom

Describe it, and it gets built

Tell Claude in plain language who opens the page, what they do there and which lists it touches. Claude reads the real structure of your workspace, confirms what it found and asks about anything unclear before it builds. A first simple page takes around fifteen to twenty minutes.

Claude reading the workspace structure and asking a question before building an Interface
Interface pages styled from a company brand guide, on a phone and a desktop

Pages that look like your company

Attach your brand guide at the start, and the page picks up your colors and typography. Shape the layout and wording around the people who will use it, from warehouse staff on phones to finance teams at their desks.

Interface pages styled from a company brand guide, on a phone and a desktop

See an Interface come together

Book a demo and see how a custom page is built on top of your Workiom lists.

A new way in to the same data

An Interface reads and writes the same Workiom lists, with the same permissions and the same automations. Your data never moves or gets duplicated, and whatever someone submits lands straight in the list.

A form submitted from an Interface landing straight in the Workiom list behind it
Interfaces for staff, field teams and leadership, each built on the same Workiom data

The right screen for each team

Give staff a ticket form without exposing the list behind it, field teams a mobile-friendly page, and leadership a summary screen with the few numbers they need. Or bring requests, approvals and tasks together in one employee portal, powered by Workiom and your ERP data.

Interfaces for staff, field teams and leadership, each built on the same Workiom data

Portals where each party sees only their own work

Build a client portal where each customer signs in and sees only their own records, or dedicated portals for suppliers, dealers and agencies. Requests land in Workiom, where your workflows and teams take them forward.

A customer portal built as an Interface where each client sees only their own records

Sharing the link never shares the data

An Interface runs with the viewer's own session, so no one sees more through it than they can see in Workiom. Each change publishes as a new version, every version is kept, and any change can be rolled back.

Version history and rollback for an Interface, running with the viewer's own permissions
FAQ

Questions about Interfaces

Do I need to write code?

No. You describe the page in plain language, and Claude builds it on top of your real Workiom lists.

What do I need to build one?

Claude with the Workiom plugin installed. The plugin includes the Workiom MCP connection. Interfaces also need to be switched on for your workspace, which we do on our side. The plugin guide walks you through setup.

Who sees what on an Interface?

Everyone signs in with their own Workiom account and sees only what they are allowed to see in Workiom. Sharing the link never shares the data behind it.

Can people upload photos and files?

Yes. People can attach photos and files when they submit through an Interface.

Who can publish an Interface?

Workspace super admins, for now. Anyone can design one in conversation with Claude.

Can I change it after it goes live?

Yes. Ask Claude for the change and a new version publishes. Every version is kept, so any change can be rolled back.

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You can create your own applications, lists, fields, forms, templates, permissions, and reports, and customize them so that they are exactly the way you like them.