Latest Feature

Create and curate reusable steps (with instructions, fields, tags, and rules) that teams can insert into workflows to ensure consistency and speed.

Why it helps

• Consistent SOPs: One approved version used across workflows.
• Faster building: Drop in common steps (e.g., “Verify Identity,” “Notify Customer”).
• Easy updates: Edit the library entry once; workflows that use the library are auto updated.

Create a library step

1. Go to the workflows list page .
2. Add title, content, data fields, tags, and any rules (assignee, due-on, automations).
3. Save

Use in a workflow

1. Open a workflow → Add from Library at the bottom.
2. Insert the section.
3. Library sections can only be edited in the library, not in workflows that use them.

Governance

• Only admins can create library steps.