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Creating workflows
Creating workflows

Set up workflows to automate and centralise your key people processes.

Updated over a week ago

In this guide, you'll learn how to create a new workflow.

Creating a new workflow

To create a new workflow, follow these steps:

  • In the Home menu, click Workflows, then click Create new workflow in the top right-hand corner.

  • You can either select to build a workflow from one of our templates, or build one from scratch.

  • Name the workflow that you're creating, and then add the desired actions (tasks, emails) as needed.

  • When you're ready to make the workflow active, click Publish.

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