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StartupBuilderby Startups.Studio
Workflows
Changelog

Workflow guides

Every Workflows task, titled the way a founder says it, with the calls your agent makes and whether it is live.

Each guide is one sentence you say and the Process it turns on or tunes. To build one that is not here, automate a workflow.

You sayGuideCallsStatus
Ask me before big refundsAsk me before big refundsProcess.enable, Setting.updatelive
When a customer reaches one year with us, email them a thank-you from me and give them a free monthAutomate a workflowProcess.create, Coupon.create, Workflow.create, Trigger.createbeta
Announce every releaseAnnounce every releaseWorkflow.create, Trigger.createlive
Answer privacy requestsAnswer privacy requestsProcess.enable, Setting.updatelive
Card charges under $500 are fine without meApprove card charges over $500Process.enable, Setting.updatelive
Chase unpaid invoicesChase unpaid invoicesProcess.enable, Setting.updatelive
Close the books every monthClose the books every monthProcess.enable, Setting.updatelive
Escalate hard support questions to meEscalate hard support questions to meProcess.enable, Setting.updatelive
Pay suppliers every FridayPay suppliers every weekProcess.enable, Setting.updatelive
Qualify leads and book demosQualify leads and book demosLead.qualify, Meeting.booklive
Remind me before the annual report is dueRemind me before the annual report is dueProcess.enable, Setting.updatelive
Test two onboarding emailsTest two onboarding emailsExperiment.create, Experiment.startlive
Welcome every new customerWelcome every new customerProcess.enable, Setting.updatelive
Turn on the Monday Role reviewTurn a process on or offProcess.enable, Setting.updatelive

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