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Using Rae to Create Workflows

Use Rae to build and customize workflow drafts for repeatable client and team processes.

Written by Naomi Sherman

Let Rae prepare a repeatable step, then use the workflow draft to decide exactly what clients and staff will receive.

Before you start

Choose the event type and know when the step should start, who should receive it, and the intended result.

In Releventful

  1. Click Automations & Operations > Manage Portal Templates, select the event type, and click Edit workflow > Draft changes. For a new type, choose Start new, name it, and click Create draft.

  2. Click Add workflow > Create with Rae. Choose the kind of workflow and describe the starting condition, recipient, content, and timing.

  3. If you have a process document or voice memo, click Choose a file or Record notes. Click Prepare text for review, edit the resulting text, and click Use reviewed text. Answer Rae’s remaining questions.

  4. Click Build draft with Rae. In Your draft timeline, select each new item. Use Open full editor, Edit timeline, or Edit documents to check its fields, forms, attachments, amount, due date, and on/off state.

  5. Click Save draft, Review saved draft, and Try the client portal. Return to an item and save again if the preview is wrong. Click Review event impact, choose any existing-event changes intentionally, then publish.

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