Workflows
Automate actions with triggers, approvals, and audits.
Overview
Workflows automate repetitive steps with approvals and audit trails. Start simple and add complexity as confidence grows.
Every workflow should be measurable with clear inputs, actions, and outcomes.
What you’ll do
- Trigger flows on stage changes, scores, or time-based events.
- Define actions like assignments, notifications, and record updates.
- Add approvals for sensitive changes and log every outcome.
Best practices
- Start with low-risk automations that save immediate time.
- Review workflow logs weekly during rollout.
- Document owners for every workflow.