When you create a workflow, you can choose among various workflow steps to document your internal processes.
Choose among:
Text, for describing how to do things (e.g. introducing a process, or explaining how things are done)
To-dos, to list a series of tasks to be done (e.g. organization equipment checklist, or documentation requirements for a customer interview)
Form, for assignees to input a series of fields (e.g. to collect email addresses, meal preferences for a organization event, or documentation details for onboarding)
Embed, to add videos and rich media (e.g. to watch organization training videos, or examine a specific chart)
Email, to trigger an automated email to specific people (e.g. to notify team members that a specific workflow step has been updated or needs their attention)
Approval, to request sign-off from a specific person (e.g. to approve budget, or sign off on a specific project)
File upload, for assignees to upload files from Box or Google Drive (e.g. for uploading HR documentation or project files)
Create a task, to trigger an automated creation of a task on a project management tool (e.g. creating a task on Asana, issue on JIRA, or card in Trello)
Post to channel, to trigger an automated notification to a Slack channel (e.g. to notify project members that a specific workflow step has been updated or needs their attention)