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Utilize Workflows for Automation to Deliver Message Templates

Trigger messages to send automatically when a person completes an action.

R
Written by Roen John
Updated over a month ago

Workflows in DoorSpot allow you to automate communication with internal staff, clients, occupants, and more contacts. Instead of manually sending messages, you can design workflows to deliver messages automatically when specific events, or triggers, occur.

Purpose of Workflows

  • Save time by automating routine communication.

  • Ensure messages are delivered consistently and on time.

  • Reduce the risk of missing important touchpoints with staff, clients, or guests.

When You Would Want to Create a Workflow

Guest Experience

  • Trigger an automatic payment receipt confirmation once rent is paid.

Owner Communication

  • Notify the property owner when a reservation is confirmed.

Internal Operations

  • Alert the maintenance team when a guest submits a maintenance form.

  • Notify the admin team when a contract is signed or an addendum is uploaded.

  • Send an internal reminder to accounting when a security deposit is due for refund.

Document Management

  • Deliver a confirmation email once an e-signature is completed.

Marketing & Engagement

  • Trigger a “Thank You” message after check-out, asking for a review or feedback.

Workflows replace repetitive tasks (reminders, confirmations, notifications) so that you can focus on guest experience and owner relationships instead of sending dozens of individual emails or texts.

Associated Articles

Initiate Communication

Manage Communication in threads

Amplify messaging with templates

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