Note: You must be an Account Administrator to set up workflows. If you don’t see these options, contact your admin.
Create a Workflow Template
Click Settings in the left-hand navigation
Select Organization
Click Workflow Templates
Click New Workflow Template
Enter a name for your workflow
Add Workflow Actions
Click New Workflow Action Step
Select the type of action (e.g. task or email)
Choose when the action should be triggered
Set the time for the action (default is 9:00 AM in your organization’s time zone)
Name the action step
Click Save
Repeat these steps to add additional actions as needed.
Additional Information
Workflows can include both Tasks and Emails
Multiple workflows can be applied to a single booking
Task steps create automated tasks based on your rules (type + due date)
Email steps send emails automatically at scheduled times
Completed actions are marked with a checkmark in the workflow
You can view workflows per booking in the Workflows tab
Tasks also appear in the Tasks List and Calendar view
There is currently no global workflow overview screen