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What Workflows helps you do

Workflows help Trellis run repeatable work for you. A workflow can start from an event, a schedule, or a manual action. It can create tasks, prepare messages, ask the AI agent to help, wait for approval, or update records your workspace is allowed to change. Use Workflows when a process happens the same way more than once.

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Main areas

Workflows

View, organize, edit, and run your workspace workflows.

Templates

Start from common workflow patterns instead of building from a blank page.

Runs

See what each workflow did, where it paused, and whether any step failed.

Variables

Store reusable values that workflows can use, such as shared email addresses or team settings.

Upsells

Create guest offers and checkout links when Stripe is connected.

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Build a workflow

1

Open Workflows

Click Workflows in the main navigation.
2

Choose a starting point

Start from the workflow list, or open Templates if you want a guided example.
3

Pick a trigger

Choose what starts the workflow, such as a schedule, a message, a reservation change, or a manual run.
4

Add steps

Add actions such as creating a task, drafting a message, asking the AI agent, waiting, or requesting approval.
5

Test before relying on it

Review the workflow and run a safe test when available. Keep approvals turned on for high-impact actions.

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Review a workflow run

Open Runs to see what happened. A run shows each step, the status, and any error message that needs attention. Use this page to answer:
  • Did the workflow start?
  • Which step ran?
  • Did it send, draft, pause, or fail?
  • Does a manager need to approve something?

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Common problems

Check whether the trigger matched, the workflow is active, and the schedule uses the right timezone.
Open the run and approve or reject the step after reviewing what will happen.
Check the connected channel and the run details. Some channels require approval or may not support every message type.