View your workflows

Who can do this: Team members with access to Workflows
Where to find it: Apps › Workflows (/business/automations)

Workflows automate routine messages and tasks.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Workflows.
2. Review the workflows list.
3. New businesses start with three inactive workflows you can use: form submission to lead with a staff notification, a post-visit follow-up, and an appointment confirmation email.

Result

You can see which workflows you have and whether they are active.