Where Workflows live
Open Settings → Workflows. The old Settings → Automations link now opens this page.
Build a workflow
- Start from a template or a blank workflow.
- Choose a trigger, such as an event in a module or a signed incoming webhook.
- Add actions, and add an approval step where a person should confirm before the workflow continues.
- Save. Steps that change records check that you, the author, hold the permission for that action.
Test before publishing
Run a test. Every effect is simulated — nothing is sent, written, or called — and you can review what would have happened.
Publish and monitor
Publish the workflow, then check Runs for its history and Approvals for steps waiting on someone.
Scheduled emails aren’t here
To email members or roles on a schedule, use Dept Communications.