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Add a custom workflow - Recipe (video)
Add a custom workflow - Recipe (video)

Notify specific employee or automatically create a task after certain actions - this all can be automated via Recipes.

Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

This is a specific feature that allows you to build custom workflows, which get triggered on specific actions. These are called 'recipes'.

Recipes can be managed only by users with administrator access.

To create a recipe:

  1. Click on your name on the top right, then click Settings.

  2. On the settings menu, click Recipes.

  3. Click Add recipe.

  4. Adding a new recipe opens a custom workflow builder in a simple, sentence-based form. Select the drop-down values correctly to match your requirements.

Below is an example:

5. When you create recipe for the first time, it is automatically activated. Any recipe can be started and paused by clicking on the play/pause button:

📌TIP: Give meaningful titles, to make it easier to understand what actions each recipe performing.

📎NOTE: If you have any suggestions on other workflows to add, please do get in touch via chat or [email protected]

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