A workflow bundles task templates and automation templates into one reusable package. Instead of adding the same set of follow-ups and automated emails to every trip or contact one at a time, you build them once as a workflow and apply the whole thing together.

Workflows live under Templates > Workflows, where each one shows its type, auto-apply status, last updated date, and creator. For how workflows differ from automations and when to use each, see What's the Difference Between Workflows and Automations?

Click Add From Template to search for and select an existing task template, or Add New Task Template to build one here. Building one asks for a task name, an assignee, scheduling (a number of days plus a due date condition such as Before Trip Starts or After Task Creation), and optionally an Urgent flag, a description, and an email notification.

Added tasks appear in the Tasks table with their name, type, assignee, due date, and notification status. See Create and Manage Task Templates.

The same two routes: Add From Template to pick an existing automation template, or Add New Automation to build one in place. Building one asks for a name and type, then opens the builder where you select a trigger and configure actions.

Added automations appear in the Automations table with their name, trigger type, details, and status. For triggers and actions, see Create an Automation and Configure Automation Actions.

In the Settings section, use the rich text editor to document what the workflow does. You can format the content and insert links, images, or styled text.

There are three ways, and you can use any combination:

The workflow attaches itself whenever a chosen event occurs. In the Auto-Apply section, open Select Trigger and choose one:

Then turn on Enable Auto Apply. The workflow now applies to any record matching the trigger.

Attach the workflow to many existing records at once. Click Bulk Apply, choose the target set, review the confirmation, and click Bulk Apply again to confirm.

Apply a workflow directly from a trip or contact using the Add Workflow button on its Tasks or Automations tab. See Apply a Workflow to a Trip or Contact.

With your tasks, automations, and apply settings in place, click Save & Close. The workflow is saved and appears in the Workflows list, ready to reuse.

From Templates > Workflows, open any workflow to edit its tasks, automations, description, or apply settings, or use the actions menu on its row.

Workflows behave differently from tasks and automations here, and the difference matters.

That's the opposite of applying an automation directly to a record, where the record gets an independent copy and later template edits never reach it. See Automation Warnings and Edge Cases.