Triploft Inc

Shane

An end to end guide to Tasks, Automations, and Workflows

Tasks, Automations and Workflows

Create and save reusable task setups with automatic, date-relative scheduling you can apply to any trip or contact.

Create and Manage Task Templates

Create, assign, and track tasks tied to trips, contacts, or your general workflow.

Create and Manage Tasks

Tasks

Understand how automations work in TripLoft and manage them from the Automations page.

Automations Overview

Build an automation by choosing a trigger and adding the actions that run when it fires.

Create an Automation

Set up the email and task steps that run inside an automation, including timing, content, and recipients.

Configure Automation Actions

Attach automation templates to specific trips or contacts, or create one-off automations for a single record.

Apply Automations to Trips and Contacts

What automation warnings mean, when actions are silently skipped, how partial runs behave, and why applied automations are independent of their template.

Automation Warnings and Edge Cases

Automations

Build a reusable workflow of tasks and automations, configure auto-apply and bulk apply, and manage workflows over time.

Create and Manage Workflows

Understand how workflows bundle tasks and automations into a single reusable package you can apply to trips and contacts.

Workflows Overview

Workflows

Book 1:1

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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