Workflows & Notifications

Automate processes with event-based workflows and reusable actions.

[!IMPORTANT] Setting up email notifications? This is the right place. To send email alerts in Compass, create a Workflow with a Send Email action. For example: when a task is assigned → send email to assignee. See Workflow Actions for details.

What is Workflows & Notifications?

The Workflows module enables automation of repetitive tasks and processes:

• Workflows — Automated processes triggered by events or schedules.
• Triggers — Rules that define when a workflow starts (On Change, Periodic, or Time-Dependent).
• Actions — Tasks performed by the workflow, such as Sending Emails, Updating Fields, Creating Records, Deleting Records, or Setting Custom Fields.
• Workflow Logs — A detailed history of workflow executions for monitoring and troubleshooting.

Module Navigation

Tab	Description
Workflows	View and manage all workflows
Actions	View and manage reusable actions
Workflow Logs	View execution history and troubleshoot

The module header includes two buttons (visible with write permission):

• Create New Workflow — Opens the workflow creation wizard
• Create New Action — Opens the action creation modal

Supported Record Types (Entities)

Workflows can be configured for the following 11 system record types (often referred to as entities in the context of automations, not to be confused with the organizational Entities module):

Tasks, Contacts, Properties, Projects, Stakeholders, Trips, Budgets, Timesheets, Absence Requests, Users, Surveys.

[!NOTE] Not all action types are available for every entity. See Workflow Actions for the full entity support matrix.

Why Use Workflows?

• Save Time — Automate repetitive manual tasks
• Reduce Errors — Consistent execution every time
• Stay Informed — Automatic email notifications
• Enforce Process — Business rules applied automatically

Key Concepts

Term	Definition
Workflow	Automated process triggered by an event
when	Event that starts a workflow
then	Task performed by the workflow
if	Conditions that determine if actions run

Common Workflow Examples

Notification Workflows

• Task assigned → Email assignee
• Budget approved → Notify finance team
• Project deadline approaching → Alert project manager

Data Update Workflows

• Task completed → Update project status
• All tasks done → Mark project as complete
• Budget exceeds threshold → Flag for review

Getting Started

1. Creating Workflows — Build your first workflow
2. Workflow Actions — Available action types
3. Workflow Triggers — Trigger types and configuration
4. Workflow Logs — Monitor and troubleshoot