Creating workflow

Rewatch Creating new automation user flow

Creating new automation user flow

Creating workflow

This workflow facilitates the creation and customization of an automation for recording and sharing meetings based on specific criteria within a team's channel.

Initiating automation

Defining automation

Customizing distribution

Adding filter

Fine-tuning filters

Setting actions

Adjusting settings

Choosing visibility

Finalizing automation

Reviewing automation

Rewatch initiating automation screen
example

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44 user flow examples

Adding to collection

36 user flow examples

Requesting early access

13 user flow examples

Creating collection

62 user flow examples

Booking experience

12 user flow examples

Securing account

14 user flow examples

Creating gift card

7 user flow examples

Creating listing

18 user flow examples

184 user flow examples

80 user flow examples

Inviting teammates

204 user flow examples

Creating template

66 user flow examples

Deleting account

121 user flow examples

Creating color palette

5 user flow examples

140 user flow examples

Setting up account

126 user flow examples

Following product tour

48 user flow examples

Creating workspace

64 user flow examples

Creating project

96 user flow examples

271 user flow examples

Setting-up Multi-factor authentication

66 user flow examples

Creating transfer

14 user flow examples

Adding new source

26 user flow examples

21 user flow examples

59 user flow examples

Canceling subscription

31 user flow examples

702 user flow examples

Removing teammate from team

37 user flow examples

4 user flow examples

Creating workflow

35 user flow examples

27 user flow examples

43 user flow examples

12 user flow examples

Setting up permissions

22 user flow examples

Verifying identity

18 user flow examples

Uploading files

50 user flow examples

Sending messages

51 user flow examples

124 user flow examples

29 user flow examples

263 user flow examples

8 user flow examples

Importing from CSV

16 user flow examples

8 user flow examples

Upgrading subscription

191 user flow examples

Adding seats to subscription

10 user flow examples

31 user flow examples

Scheduling email

9 user flow examples

Inviting contacts

22 user flow examples

Sharing feedback

38 user flow examples

Disabling Multi-factor authentication

14 user flow examples

Restoring previous version

7 user flow examples

6 user flow examples

Resetting password

131 user flow examples

Managing roles and permissions

46 user flow examples

381 user flow examples

80 user flow examples

Connecting to integration

142 user flow examples

Filtering & sorting

123 user flow examples

15 user flow examples

7 user flow examples

25 user flow examples

57 user flow examples

20 user flow examples

Commenting & reacting

64 user flow examples

300 user flow examples

84 user flow examples

Switching theme

47 user flow examples

5 user flow examples

Requesting access

6 user flow examples

9 user flow examples

Creating content

116 user flow examples

14 user flow examples

121 user flow examples

25 user flow examples

Asking Artificial intelligence

113 user flow examples

Setting up payment method

43 user flow examples

12 user flow examples

14 user flow examples

Starting interview

3 user flow examples

18 user flow examples

16 user flow examples

8 user flow examples

12 user flow examples

Filling Know Your Business (KYB) form

5 user flow examples

28 user flow examples

19 user flow examples

4 user flow examples

1 user flow example

10 user flow examples

2 user flow examples

149 user flow examples

2 user flow examples

2 user flow examples

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