Automate with workflows
Build a workflow that gives every new opportunity its next step as a task, written by the AI, then test it and turn it on.
What you will learn
- Start a workflow
- Click Automate on a records page. Describe the workflow in plain words and the AI builds it, start from a template, or create one from scratch.
- When this happens, then do this
- Pick a trigger, such as an opportunity being added, then add steps: notify people, create a task, or an AI action that costs credits on each run.
- Test, then turn on
- A test run really runs the steps, and each one turns green as it goes. Turn the workflow on when you're happy, and off at any time.
Reports & automation
5 lessonsApprox. 14 min
Your progress0%
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