PLATFORM · CAPABILITY
Workflows and rules
Workflows in EveryonePlans are rules that run on what happens in the system: when a lead arrives, when a job completes, when an invoice ages — with waiting, branching and human approval steps, so automation can include the parts that need a person.
01THE PROBLEM
Why this is worth having
Automation usually fails in one of two ways. Either it is too simple to be useful — one trigger, one action — or it becomes an unreadable web that nobody dares change because no one remembers what it does. The second is worse, because it looks like it is working.
02HOW IT WORKS
The mechanism
- Workflows run off events the modules already emit, so a rule sees what actually happened rather than polling for changes.
- A workflow can wait — for a date, for a condition, for a person to approve a step — which is what separates real process from a chain of instant reactions.