workflows
Photo by Светлана Химочка on Unsplash Documents and contracts templates make it easier to manage agreements and collect information from team members. We built a simple way to assign those fillable fields dynamically inside workflows so the right person fills out the right fields even when deal ownership changes. Why
Advanced Builder
Photo by Paymo on Unsplash Working on a large canvas should feel fast. We improved the Advanced Builder so selection-based actions make editing smoother and more efficient. These changes help keep canvases organized, speed up bulk edits, and make labeling and formatting specific areas simple. What selection-based actions let you
automation
We created this comprehensive guide after watching Andrew George’s concise walkthrough on automations to give you a practical, step-by-step manual for building reliable workflows in the platform. If you want to stop doing repetitive tasks, avoid missed appointments, and consistently follow up with the right people at the right