Workflows in Wórkiro take a repeatable process, approving a document, bringing on a new client, setting up a standing order — and run it for you, one step at a time. Each step creates a task in Workiro and sends it to the right person. When they finish their task and choose an outcome, the workflow moves itself on to the next step automatically. Nobody has to remember what comes next, and nothing gets lost in the hand-off.
Three simple concepts
Our Workflows help guides use three terms throughout.
- Recipe: the workflow template. It sets out your business process: the steps, who does each one, and what happens after each is finished. You build a recipe once and reuse it.
- Step: a single task within the workflow, such as Approve document or Send welcome pack.
- Instance: one live run of a recipe. Each time you start a workflow you create a new instance, and one Workflow recipe can have many instances running at the same time.
What you might use Workflows for
Workflows suit any business process that has more than one step, involves more than one person, or follows a "…and then it goes to" pattern. For example:
- Document Approval — send a document to a reviewer, with a clear approved or rejected outcome and a route back for changes.
- New Client — work through everything involved in bringing a client on board, so no step is missed.
- Adding or Amending a Standing Order — handle the same administrative process the same way every time.
- This just scratches the surface, Workflows are inherently flexible to the way you work.
Who can do what
- Anyone in your team can start a workflow and complete the tasks assigned to them.
- Admins and Team Owners can also build and edit recipes, from Settings → Workflows.
Next steps
- New to building workflows? See Building a workflow recipe.
- Just need to run one? See Starting and tracking a workflow.