Workflows
A workflow is a shape — what kind of work your business does, what data you capture for it, and what stages it moves through.
The pieces
- Fields — The data captured per record. "Service address" for a plumber. "Policy number" for an insurance agent. "Allergy notes" for a restaurant.
- Stages — The states a record passes through. Draft → Confirmed → Scheduled → Completed → Synced.
- Surface rules — Which fields the live cockpit pops up when, and which signals trigger a stage change.
Where workflows show up
During a call, the cockpit captures the right fields based on the active workflow. Pipeline groups records by their workflow stages. Tasks (callbacks, follow-ups) are tied to workflow definitions.
Start with a template
Workflows lands on your industry's starter set. Add ?all=1 to the URL to browse every template — you can fork any of them.