Releventful

Learn how to build, test, and publish automated workflows that keep client and team tasks moving throughout an event.

Getting Started with Workflows

Learn how to create, review, test, and publish a complete workflow using Rae and Workflow Studio.

Creating a Workflow

Learn how to use Workflow Studio to review, edit, test, and publish workflow steps, timing, conditions, and communications.

Using Workflow Studio

Learn how workflow triggers determine when an automation begins and how to select and test the right trigger for your process.

Understanding Workflow Triggers

Learn how workflow conditions control when an automation applies and how to test that it runs only for the intended events or leads.

Understanding Workflow Conditions

Learn how workflow actions create tasks, send communications, and complete other automated steps for the right recipients.

Understanding Workflow Actions

Learn how to set workflow timing and delays so automated steps occur at the right time based on triggers and event dates.

Understanding Workflow Timing and Delays

Learn how to use hourly delays to schedule short-interval workflow follow-ups and verify they send at the intended time.

Using Hourly Delays in Workflows

Learn how to create automated emails with the right message, recipient, timing, and workflow trigger.

Creating Automated Emails

Learn how to create automated SMS messages with the right content, recipient, consent, sender, timing, and workflow trigger.

Creating Automated SMS Messages

Learn how to create automated To-Dos with the right owner, due date, instructions, and client visibility.

Creating Automated To-Dos

Learn how to use proposal acceptance as a workflow trigger so automated next steps begin only after the client accepts the proposal.

Using Proposal Acceptance as an Automation Trigger

Learn how to bulk update workflows and carefully control which changes are applied to existing events.

Bulk Editing Workflows

Learn how to preview and test workflows to verify triggers, recipients, content, and timing before publishing.

Previewing and Testing a Workflow

Learn how workflow changes affect existing events and how to control which updates are applied when publishing.

How Workflow Changes Affect Existing Events

Learn how to troubleshoot a workflow that did not run by checking its trigger, conditions, timing, recipient, status, and event history.

Troubleshooting an Automation That Did Not Run

Generate Leads with Third Party Lead Form

Utilize our how-to guide as you perform tests on the client experience within your account.

How to Guide: Testing the Client Experience

Naomi Sherman

Learn how to create, customize, test, and troubleshoot automated workflows that manage communication, tasks, and key actions throughout the client journey.

Workflow Automations

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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