• Overview of Automated Workflow
    Automated Workflow is a powerful tool for automating mundane tasks, reminders, and communications that you want to do, but don’t have the time or system to accomplish. You can c...
  • Creating a Workflow
    Overview A workflow is most effective when you build it around your business processes. Once you have a business process that you want to automate in AgencyBloc, you're ready to...
  • Setting up Workflow Actions
    Overview After creating a workflow, you’ll need to decide what actions you want the workflow to take when triggered and add those actions to the workflow. Workflows can send ema...
  • Editing Workflows
    Overview There may be times when you need to tweak a workflow to better accommodate your business processes. Maybe you need to change the trigger criteria, or add or edit an act...
  • Managing Workflows
    Overview Once you feel comfortable creating workflows, learn how to manage workflow details in this article. You can inactivate a workflow to temporarily stop it from triggering...
  • Saved Workflow Examples
    Overview Automated Workflow is a powerful feature, and you can use it at your agency in many ways. This article has six workflow examples to get you started. They’re also in Age...
  • Stopping a Workflow for a Record
    Overview Stopping a workflow for a record is completed under the Triggered Workflows area on the Workflows tab. Stopping will stop all of the actions (emails and activities) fro...
  • Monitoring Workflow Performance
    Overview Once a workflow is active, you can monitor actions as they occur. Learn how to monitor the performance of your workflows. Review emails sent and activities created by a...
  • Viewing Triggered Actions and Workflows
    Overview After creating and activating a workflow, you can track all actions and triggered workflows for a given record. For example, you can see all of the triggered actions ac...
  • Recurring Workflows
    Overview In Automated Workflow, certain workflows can trigger more than once for the same record. These workflows are useful if you have events that happen year over year. Some ...
  • Workflow Activity Loops
    Overview On rare occasions, you or a team member may receive an email notification that an automated workflow was inactivated due to an activity loop. You can reactivate the wor...
  • Getting Started with Workflow
    Overview Automated Workflow is a powerful tool to increase efficiency and ensure accuracy in your agency processes. Create workflows to schedule activities and emails for a proc...
  • Anatomy of a Workflow
    Overview In AgencyBloc, a workflow is a set of automated actions that are performed when it is triggered. You set conditions for its trigger to specify the types of records that...