# 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.

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