Automation

Build repeatable sales workflows in supported deployments.

Create reusable workflows from templates, set schedules, and review runs as work progresses.

Builder: Workflow editorTemplates: RecipesRuns: Scheduled

Details

Make repeatable work easier to run

Create workflows from recipes, set schedules, and review workflow status from one place.

Start with reusable workflow recipes.Set schedules for recurring sales work where enabled.Review workflow summaries, schedules, and run status.