What is a workflow?

A workflow is how you tell Rox:

when this happens, do this, and deliver the result here.

A workflow takes work that used to wait on a person, someone remembering, someone checking, someone following up, someone pulling the pieces together, and sets it in motion automatically.

A meeting appears on tomorrow’s calendar, and Rox starts building the brief.

A meeting ends, and the follow-up starts writing itself.

A deal changes, a signal appears, a webhook arrives, and Rox moves.

Every workflow has three parts:

• a trigger

• a set of actions

• an output

Trigger

The moment that starts the motion.

A trigger tells Rox when it is time to run. Public workflows can start from a schedule, a time-based entity event, a transcript completing, a deal event, a webhook, or a Clever column cell generation event.

Examples:

• a workflow that runs every Friday at 4 PM

• a workflow that runs before or after a timed event

• a workflow that runs when a meeting transcript is completed

• a workflow that runs when a deal changes

• a workflow that runs when a webhook is called

• a workflow that runs when a Clever column cell is generated

Actions

The work Rox does next.

Actions are the steps inside the workflow. Rox can pull context, analyze activity, generate content, update records, send messages, transform data, store variables, and, where available in your catalog, add logic containers such as branching or loops.

Examples:

• retrieve account, contact, or meeting context

• read transcripts and emails

• generate a brief, summary, or draft

• send a Slack message or email

• update a record in Rox

• transform inputs between steps

• save and reuse variables across the workflow

Output

The result Rox creates, sends, updates, or sets into motion.

Public workflows can produce inbox and artifact outputs including:

• text

• html

• email

• slides

• file

That might look like:

• a prep brief in your inbox

• a formatted HTML report

• a ready-to-review email draft

• a slide deck

• a downloadable file

So when you hear “workflow,” think:

signal in, work happens, result out.

That is what a workflow is.

A repeatable piece of work, turned into automatic execution.

A best practice, no longer left to chance.