Workflows: Streamline work processes with Workflows in PeopleForceLearn how to create workflows for various events and tasks in your organization.
Workflow actions: How to create a taskLearn how to create tasks in the workflows
Workflow actions: Send welcome letterLearn how to effortlessly send a welcome letter automatically through your workflow.
Workflow actions: How to send an emailLearn how to efficiently send emails as part of your workflow, with various recipient options, including placeholders for personalization.
Workflow actions: How to generate a documentLearn how to efficiently generate documents within your workflow for streamlined automation.
Workflow triggers: Setting up the manual triggering
Workflow triggers: Setting up the recurring workflows