The same messages go out on every job: the welcome, the reminder, the delivery note. Workflows let you set those once so they fire at the right moment without you remembering.
Define the steps once
Lay out the emails that belong to a stage of your process. When a job reaches that stage, the workflow runs, so every client gets the same considered follow-up.
Reliable, not spammy
The engine is built so a step runs once and only once, even if something retries behind the scenes. No client gets the same email twice, and nothing gets silently dropped.
Triggered by real events
Workflows can start from things that actually happen in a job, like a proposal being accepted, so the right message follows the right moment on its own.
- Reusable email steps for each stage
- Every step runs exactly once
- Started by real events in the job