Activating Your First Workflow
The fastest way to get started is to activate one of the built-in workflow templates. You can customize it later — the goal is to see how the system works with minimal setup.
Step-by-Step
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Navigate to Smart Lists & Workflows in the left sidebar.
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Click the Workflows tab at the top of the page.
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Click New Workflow — the template gallery opens.
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Browse the available templates. For your first workflow, the Welcome Sequence template is a good starting point — it creates a series of reminders after a new client connects.
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Click the template name to preview what it does: the trigger, conditions, and actions.
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Click Use This Template.
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Review the pre-filled configuration. The template has sensible defaults, but you can adjust any field:
- Change the reminder timing (e.g., Day 1, Day 7, Day 30)
- Edit the reminder text
- Add or remove conditions
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Toggle the workflow to Active using the switch in the top-right corner.
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Click Save.
Your workflow is now live. The next time the trigger condition is met (e.g., a new client accepts your invitation), the workflow will execute automatically.
Verifying It Works
After activating a workflow, you can verify it's running:
- Activity Feed: Go to Workflows → Activity to see a log of every workflow execution, including the trigger event, matched client, and actions taken.
- Client Profile: Check the client's profile for the reminder or note the workflow should have created.
If you want to test without waiting for a real trigger, you can use the Test Run button on any active workflow. This simulates the trigger with a client you select and shows you what actions would execute — without actually creating the reminders or notes.
What Happens Next
Once your first workflow is running, explore the other templates or build a custom workflow from scratch. See Welcome Sequence Template and Custom Workflow Triggers for next steps.