To create and manage workflows for automating workflows, click on the [Workflow icon] in the main menu. Workflows run when certain conditions are met, which then trigger an action. This ensures that nothing important slips through the cracks when moving forward.

Building a workflow is easy

1. Click the “Workflow” icon from the menu.

1. Add a Trigger.

1. Apply filter conditions if necessary.

1. Choose an Action.

1. Save your new workflow.