Running a Workflow in a Deal
1
Open your Deal
Go to the Deal where you want to run the workflow.
2
Click Run Workflow
Find and click the Run Workflow button.
3
Select your workflow
Choose the workflow you want to use from the list.
4
Provide any requested inputs
If the workflow has input requests, Apers will ask you for that information.
5
Let Apers work
Apers runs each step automatically, in order.
Running a Workflow in a Chat
1
Open a Chat
Start or open an existing Chat.
2
Click the Workflow button
Find the button on the bottom left of the Chat.
3
Select your workflow
Choose which workflow to run.
4
Apers takes over
The workflow runs automatically from start to finish.
What Happens When a Workflow Runs
- Apers reads the first step and executes it
- When done, it moves to the next step
- This continues until all steps are complete
- If there are input requests, Apers pauses to ask you
Workflows run the same way every time, so you get consistent results.