What is a case?

Think about the last time something unexpected happened at work. Maybe it was a security alert that didn't fit your usual playbook, or an incident that required input from multiple people across different teams. You probably opened a ticket, started a Slack thread, sent some emails, and tried to keep track of everything in a spreadsheet or document. Sound familiar?

That's where cases come in.

A case is a collaborative workspace where your team can investigate, remediate, and report on incidents or workflows in real time. It's designed for the moments when automation alone isn't enough, when you need human judgment, collaboration, and decision-making to move forward.

Why cases matter 

Automation is powerful when you're dealing with known, repeatable processes, but not everything fits neatly into a predefined workflow. Cases give you a place to handle the new, the unknown, or the complex situations that require human insight. Instead of jumping between tools to collaborate, take action, and document what happened, you can do it all in one place.

With cases, you can:

  • Organize your team around a single incident or investigation.

  • Collaborate in real time on the steps to triage and remediate.

  • Take action directly from the case using buttons that trigger your existing Tines workflows.

  • Automate where it makes sense by connecting cases to other workflows or systems.

  • Report on outcomes and share what happened with leadership.

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