What a workflow can do

A workflow is made of steps, and each step performs an action. This page is a reference for everything a workflow can do.

Records & data

Create a record — register an incoming submission as a record so it can be tracked through the process.
Update a record — change a record’s data or status as the run progresses.
Set a due date — put a deadline on a record.

People & tasks

Create a task — give a person something to do, with the fields they need to complete.
Assign work — route a task or record to a team member.
Request an approval — pause the run for a decision-maker to approve or decline.

See Tasks & approvals for more.

Messaging

Send an email — email a customer or team member, such as a confirmation or a reminder.
Send an SMS — text a recipient. Available on verified business plans.

See Email & SMS for more.

Collecting information

Request external input — send a secure link to someone outside your workspace to collect information partway through a run.
Public forms and inbound webhooks feed data in when a run starts — see Public forms & webhooks.

Payments

Create a payment link — generate a link so a customer can pay as part of the process.
Wait for payment — hold the run until payment is received.

Payments run through Stripe and are available on verified business plans. See Payments for more.

Connecting to other systems

Call an external system — send data out to another system via an outbound webhook, as a step in the run.

AI-driven steps

Make a decision — let AI choose which branch the run should follow, based on the record’s data.
Classify — have AI categorise a record (for example its type, priority, or sentiment).
Prioritise — have AI rank or score a record.

Dashboards & views

Create a dashboard widget — a KPI or chart to monitor the process.
Create a table view — a filtered, sortable view of records.

See Dashboards & views for more.

Repeating steps

Repeat from an earlier step — loop back to re-run part of a workflow when it’s needed.

Next