Workflows

Create a workflow Build a workflow with steps, branches, tasks, approvals, documents, and forms so repeatable work does not depend on memory. ›

Create an intake workflow Create an intake workflow that captures information, routes it for review, and creates the right follow-up work. › Use workflow views and filters Create views and filters so teammates can see the workflow submissions, tasks, forms, and work items that matter to them. › Assign work and handoffs Use task steps, assignees, owners, due dates, and handoff notes so customer and internal work reaches the right person. › Create and review documents Use documents for drafts, internal notes, customer-facing copy, and review workflows that should stay connected to workspace context. › Record and review meetings Use meeting records to keep customer conversations connected to follow-up, tasks, and Customer 360 context. ›

Review an AI-prepared draft Review AI-prepared workflow tasks, documents, pages, posts, forms, and customer work before accepting, editing, regenerating, or applying. › Use approvals for marketing work Add approval steps before pages, posts, broadcasts, journeys, documents, and customer-facing campaigns go live. ›

AI Workflows AI-prepared drafts, review queues, approvals, and safe publishing. 3 pages ›