> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Build and review automated work for messages, tasks, approvals, upsells, and repeatable operations

## 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.

## Main areas

<CardGroup cols={2}>
  <Card title="Workflows" icon="git-branch">
    View, organize, edit, and run your workspace workflows.
  </Card>

  <Card title="Templates" icon="layout-template">
    Start from common workflow patterns instead of building from a blank page.
  </Card>

  <Card title="Runs" icon="activity">
    See what each workflow did, where it paused, and whether any step failed.
  </Card>

  <Card title="Variables" icon="braces">
    Store reusable values that workflows can use, such as shared email addresses or team settings.
  </Card>

  <Card title="Upsells" icon="badge-dollar-sign">
    Create guest offers and checkout links when Stripe is connected.
  </Card>
</CardGroup>

## Build a workflow

<Steps>
  <Step title="Open Workflows">
    Click **Workflows** in the main navigation.
  </Step>

  <Step title="Choose a starting point">
    Start from the workflow list, or open **Templates** if you want a guided example.
  </Step>

  <Step title="Pick a trigger">
    Choose what starts the workflow, such as a schedule, a message, a reservation change, or a manual run.
  </Step>

  <Step title="Add steps">
    Add actions such as creating a task, drafting a message, asking the AI agent, waiting, or requesting approval.
  </Step>

  <Step title="Test before relying on it">
    Review the workflow and run a safe test when available. Keep approvals turned on for high-impact actions.
  </Step>
</Steps>

## 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?

## Common problems

<AccordionGroup>
  <Accordion title="The workflow did not run">
    Check whether the trigger matched, the workflow is active, and the schedule uses the right timezone.
  </Accordion>

  <Accordion title="A step is waiting for approval">
    Open the run and approve or reject the step after reviewing what will happen.
  </Accordion>

  <Accordion title="A message did not send">
    Check the connected channel and the run details. Some channels require approval or may not support every message type.
  </Accordion>

  <Accordion title="An upsell link is not ready">
    Make sure Stripe is connected and the upsell has a clear name, price, and currency.
  </Accordion>
</AccordionGroup>

## Related articles

* [Automations](/platform/automations)
* [AI Hub](/platform/ai-hub)
* [Tasks](/platform/tasks)
* [Workforce](/platform/workforce)
* [Outbound messages](/platform/outbound)