WorkflowsWorkspace & team
Workflows get decisions, waits and drafts, and unsaved work is kept on your device
Add decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped.
Decisions, waits and business hours in workflows
Add a Check a condition step so a workflow takes a different path depending on the record, or, on Voyager and above, let the workspace owner add an AI decision that answers a Yes or No question. A wait can run until a date on a record, up to a year from the trigger (30 days when the workflow has an AI decision). Email and text steps can be limited to your business hours, so messages are held until you are open.
- Check a condition steps, and AI decisions on Voyager and above
- Wait until a date on a record, up to 365 days
- Only send during business hours
- Where to find it
- Workflows in the sidebar
- open or create a workflow
- Plans
- Every plan
Edit a live workflow without breaking it
A live workflow now keeps a draft you can publish, discard or revert to an earlier version, so editing does not disturb what is running. Test the draft on a record you choose, or on a sample record, before you publish. Each run page explains what happened at every step and when.
- Publish, discard or revert a draft
- Test a draft on a record you choose
- Run page explains every step
- Where to find it
- Workflows
- open a workflow
- Test; run history under Workflows
- Plans
- Every plan
- Learn more
- Workflow automation
Interrupted work is kept on your device
If your connection drops or the app closes while you are writing something, your unsaved work stays on that device. Review, copy or discard it from Device drafts, and restore it from the recovery prompt inside editors such as proposals.
A retried send does not create a duplicate. Drafts are stored per account and workspace on that device only, so sign in to the same account to see them.
- Where to find it
- Settings
- Device drafts
- Plans
- Every plan
- Learn more
- Mobile appProposals
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