Workflows & Automation

Multi-step checklists that run automatically around a deadline, assigning tasks to the right person at the right time.

How to create a workflow

Workflows are multi-step checklists (sections and tasks) that you can attach to expiries and trigger automatically.

How Scheduled Triggers and Active Runs work

See every upcoming or in-progress workflow in one place, and control exactly when each one fires, reruns, or pauses.