Workflows

Create automated workflows that trigger actions based on events in your business.

How Workflows Work

A workflow consists of:

  • **Trigger** — The event that starts the workflow (e.g., "Invoice overdue by 7 days")
  • **Actions** — What happens when triggered (e.g., "Send reminder email", "Notify manager")
  • **Conditions** — Optional filters that must be met (e.g., "Invoice amount > $1000")

    • Creating Workflows

    1. Navigate to **Workflows** in your dashboard

    2. Click **Create Workflow**

    3. Define your trigger condition

    4. Add one or more actions

    5. Save and activate

    Using the Copilot

    You can also create workflows using natural language. Open the Copilot (⌘K) and describe what you want:

    "When a ticket is marked urgent and no one responds in 1 hour, notify the team lead"

    The Copilot will create the workflow for you.

    Governance

    All workflow actions respect your governance policies. High-impact actions may require approval even when triggered automatically.