Build custom workflows

When you have a process you run the same way over and over, you can turn it into a workflow. A workflow is a sequence of steps Whitmore follows the same way every time, so you get a consistent result without spelling it out each time.

When to build one

A workflow pays off when the process is repeatable and has more than one step.

• Just ask when it's a one-off, or something you rarely do. Whitmore can handle it in the moment.
• Build a workflow when it's the same series of steps again and again, like onboarding a new customer, following up after a job, or preparing a weekly quote roundup.

The test: if you'd explain the same steps in the same order more than a few times, it's worth a workflow.

Build one

Describe the process start to finish, and Whitmore turns it into a workflow.

"When a new lead comes in, add them to my contacts, send a welcome text, and remind me to call in two days."

Whitmore lays out the steps so you can see exactly what it will do.

Edit it anytime

A workflow isn't locked in. You can adjust the steps, add or remove one, or change the order whenever the process changes. Just tell Whitmore what to update.