Can a Workspace369 workflow take different paths?

Yes. Add a Check a condition step so the workflow follows a different path depending on the record. On Voyager and above, the workspace owner can also add an AI decision that answers a Yes or No question.

How long can a workflow wait?

A wait can run until a date on a record, up to a year from the trigger. When the workflow has an AI decision, the longest wait is 30 days.

Is unsaved work kept if my connection drops?

Yes. Work you were writing stays on that device, and you can review, copy or discard it in Settings → You → Device drafts. Drafts are stored per account and workspace.

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.

Cut-paper illustration: a path that splits at a decision tile, with an hourglass on one branch and a draft sheet tucked into a pocket.

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

Add a Check a condition step, a wait until a date, and limit an email to business hours. Example data.

Where to find it: Workflows in the sidebar
open or create a workflow
Open in the app
Plans: Every plan
Learn more: Workflow automation Build, test and activate a workflow

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

A draft workflow, New lead then Email the lead, with the Test this workflow dialog open: Sample record or Choose a record, a note on how the sample is filled in, and Run test.

Where to find it: Workflows
open a workflow
Test; run history under Workflows
Open in the app
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.

Settings, You, Device drafts: three copies saved on this device for an expense, a note and a proposal, each Pending review with Open related screen, Copy backup and Discard device copy, and a Refresh button.

Where to find it: Settings
You
Device drafts
Open in the app
Plans: Every plan
Learn more: Mobile app Proposals

Quick answers

Can a Workspace369 workflow take different paths?: Yes. Add a Check a condition step so the workflow follows a different path depending on the record. On Voyager and above, the workspace owner can also add an AI decision that answers a Yes or No question.#
How long can a workflow wait?: A wait can run until a date on a record, up to a year from the trigger. When the workflow has an AI decision, the longest wait is 30 days.#
Can workflow emails and texts wait until my business hours?: Yes. Email and text steps can be limited to your business hours, so messages are held until you are open.#
Can I edit a live workflow without breaking it?: Yes. A live workflow keeps a draft you can test, then publish, discard or revert to an earlier version. Editing the draft does not disturb what is running.#
Is unsaved work kept if my connection drops?: Yes. Work you were writing stays on that device, and you can review, copy or discard it in Settings → You → Device drafts. Drafts are stored per account and workspace.#

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