Workflows turn repeatable business processes into visible steps. Use a workflow when several people, approvals, forms, documents, or follow-up actions need to happen in a predictable order.

What this guide helps you do

• Create a workflow for a recurring business process.
• Add steps such as forms, tasks, documents, approvals, email, and conditions.
• Save, test, and publish only after the flow is reviewed.

Before you start

• Write down the process in plain language before building nodes.
• Know the intake trigger, required tasks, reviewers, assignees, due dates, and completion criteria.
• Decide which parts should be visible to customers and which are internal.

Do it manually

1. Open Workflows or the workflow builder from the relevant workspace area.
2. Create a new workflow and give it a clear name.
3. Add the first step, such as an intake form, document, task, or approval.
4. Add additional steps from the builder sidebar and connect them in the order work should happen.
5. Open each step settings panel to configure labels, assignees, fields, tasks, documents, rules, and conditions.
6. Save the workflow, test it with a sample run, then publish when the review is complete.

Ask Faster AI

• Create a workflow plan for onboarding a new client from intake form to internal review to follow-up task.
• Turn this checklist into workflow steps with assignees, approvals, and due dates. Show the plan before building.
• Review this workflow and flag missing steps, unclear owners, or risky customer-facing actions.

Review before saving, sending, or publishing

• Check every step label, assignee, due date, form field, document, and approval rule.
• Run a test before publishing for real customers or teammates.
• Confirm the workflow does not expose internal notes to customers.

Common issues and fixes

• If steps are confusing, rename them using business language rather than internal shorthand.
• If a workflow stalls, check assignee, permission, and approval settings.
• If the flow is too large, split it into smaller workflows with clear handoffs.

Meeting-to-follow-up loop

For a practical example of treating client follow-up as a repeatable workflow instead of a memory exercise, read the meeting-to-follow-up article. From Meeting to Follow-Up: AI Closes the Loop.

Connected workflows

• Start a chat from Workspace
• Review AI drafts before publishing
• Create customer tasks and reminders
• Create a marketing campaign

Placeholder media

• Screenshot placeholder: add an annotated screenshot of create a workflow with private customer names, emails, amounts, task details, and unpublished content blurred.
• Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.

Related help

• Create an intake workflow
• Assign work and handoffs
• Use workflow views and filters