When should I use a workflow?

Use a workflow when you catch yourself saying:

• “we should do this every time”

• “someone should get notified when this happens”

• “why are we still doing this manually”

• “I wish this just happened automatically”

The best workflows usually have three things in common:

• the task happens repeatedly

• the task follows a recognizable pattern

• the value comes from doing it quickly and consistently

Good workflow candidates include:

• pre-meeting prep

• post-meeting follow-up

• transcript summaries and action items

• deal alerts

• weekly or daily reporting

• routing signups, leads, or submissions

• Slack or email notifications

• recurring team reminders

• workflows triggered by webhooks

A workflow may not be the right fit if the process is still too undefined, the task is rare and low-value, or the input data is too unreliable to automate against.

Start with something repeatable. Start with something valuable. Start with something your team already wishes would happen on its own.