Build a workflow

You will have a workflow drawn in the designer and tested on a pretend lead. Nothing runs on your real leads yet. A banner on every Customise page says: Saved in this browser. Nothing runs on your leads until workflows run on the server. Another browser or person will not see it.

Steps

1. Open Customise, then Workflows, and press New workflow.
2. Under What should happen? either describe it in your own words and press Draft it, pick one of the suggestions, or press Start from scratch.
3. If you started from scratch, press Choose what starts it and pick a start: a lead coming in, a form coming back, a stage and so on. Add another start adds more than one.
4. Press Add a step (or the plus between steps) and pick a block from the chooser. Click a step to set it.
5. Give the workflow a name in the box at the top.
6. Switch from Build to Test to watch it run on a pretend lead, or Show to see it read out.

Build with Adapt

A chat beside the workflow can help. It offers Add a step, Change a step and Explain this. Nothing on the canvas changes until you press one of them and, for a new step, confirm what Adapt shows.

Turning it on

Turn it on (or Publish changes) marks the workflow live in the designer. A step that still needs a setting stops it and the designer shows which one. This does not make it run on a real lead.

What does not work yet

• No workflow acts on a lead.
• Photo upload says Adapt does not read a photo of a sketch yet. Say it in words.
• Ask us to add a block and Send it to the team send nothing.
• Adding a person to your team in Customise adds them in your browser only. Nobody is emailed.

Full pages: Build a workflow, Test a workflow on a pretend lead and What Workflows and Customise cannot do yet. What you can do today instead: do the step by hand. Add a task (Add a task) or a campaign. See known-issues/workflows-and-customise and Agents and Workflows problems, by message.