Use Cases

Workflows takes the repetitive steps you do by hand and runs them for you. Here's how two very different roles put it to work.

IT operations manager at a mid-size company

You run the same on/offboarding checklist for every hire and departure, and a skipped step means a lingering account or missing access.

1. Build the onboarding routine in All Workflows, chaining the steps that fire when a new hire is added — provisioning requests, access grants, welcome tasks.
2. Mirror it with an offboarding workflow so departures revoke access and close out accounts automatically, with nothing left dangling.
3. Check the Execution Log to confirm each run completed and to catch any step that failed, so you can fix it before it becomes a security gap.

Tip: Start by automating the one routine you run most often — the time it frees up funds building the next one.

RevOps analyst at a SaaS company

You want new leads routed and followed up instantly, without a human remembering to do it every time.

1. Create a lead-routing workflow in All Workflows that assigns each new lead to the right rep the moment it arrives.
2. Add follow-up reminders so no promising lead goes cold while someone's heads-down on a deal.
3. Use the Execution Log to verify routing is firing correctly and to spot leads that slipped through a gap in the rules.

Tip: Review the Execution Log weekly at first — the failures it surfaces are exactly where your rules need tightening.