Actions may create a task or send a communication. Check the recipient, content, and account permission for each action.
Why this matters
A workflow repeats work for the right event at the right time. Rae can prepare a complete draft quickly; your team then checks every starting condition, recipient, message, and task before publishing.
Before you start
Know the event or lead condition that should start the workflow and who should receive each action.
In Releventful
Open the event type's draft and click Add workflow.
Choose Create with Rae for a described workflow or Build manually for a message, To-Do, document or payment item.
Open the new timeline item, enter its recipient, content and timing, and turn it on if needed.
Click Save draft, Review saved draft, Try the client portal and Review event impact before publishing.
A useful decision
A message can contact a real person; a To-Do creates work for its assignee. Check the recipient, visibility, wording, and on/off state before publishing the item.
Check the result
Preview a matching example and monitor the first live run. Confirm any message reached the intended person.
Important to know
A saved draft is not live. New items begin off for review. A published workflow can send real messages or create tasks when its conditions are met; existing events require their own impact review.