Help / Workflows

WorkflowsWorkflows

4 min read · Updated October 2026

A workflow starts when something happens, like a booking or a signed contract, and then runs its steps: emails, files, tasks, stage moves and waits.

1. 1

   Create a workflow

   In Workflows, choose New workflow and pick what starts it.

2. 2

   Add steps

   Add steps in the List or Flowchart view. Use waits to space them out and if / else steps for different paths.

3. 3

   Keep Ask me before sending on

   Steps that reach a client wait in “Waiting on you” until you read them and choose Send or Skip.

4. 4

   Try it, then turn it on

   A test run shows what would happen for one project without sending anything. Then switch the workflow on.

Tip: A workflow can’t be turned on while a step is missing settings. The editor lists exactly what to fill in.