Docs
Workflow Automations
Learn how to use triggers, rules, actions, notifications, follow-ups, and handoff to move work forward.
Recommended path
Follow the setup path for this area.
Define the trigger
Complete this step before expanding the workflow or publishing more broadly.
Add conditions
Complete this step before expanding the workflow or publishing more broadly.
Configure the action
Complete this step before expanding the workflow or publishing more broadly.
Set stop rules
Complete this step before expanding the workflow or publishing more broadly.
Add human review
Complete this step before expanding the workflow or publishing more broadly.
Track completion
Complete this step before expanding the workflow or publishing more broadly.
Guides
Popular guides in Workflow Automations.
Need help with this setup area?
Use docs for the setup path, or contact Trigz if you need help mapping the workflow to your business context.