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Workflows automate repetitive tasks and processes in Slant. Build visual automations that trigger on events, perform actions, and make decisions — all without writing code.

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How workflows work

Every workflow has three parts:
  1. Trigger — What starts the workflow (an event, schedule, or manual button press)
  2. Actions — What the workflow does (create tasks, send emails, add tags, etc.)
  3. Logic — How the workflow makes decisions (branches, loops, waits)
When a trigger fires, Slant executes the workflow actions in order, passing data between steps.

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The workflow builder

Build workflows visually in a canvas-based builder:
  • Nodes — Triggers and actions appear as connected blocks
  • Edges — Lines show the flow between steps
  • Properties panel — Configure each node’s settings

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Trigger types

Triggers determine when your workflow runs:
TriggerWhen it fires
Record createdA client, prospect, contact, task, opportunity, or project is created
Attribute updatedA specific field changes on a client, prospect, task, opportunity, or project
Tag addedA tag is applied to a household
Prospect promotedA prospect becomes a client
Email receivedAn email arrives that matches your criteria
Meeting scheduledA new meeting is added to the calendar
Meeting completedMeeting notes are generated after a meeting
Recording finishedA meeting recording finishes processing
Meeting reminderA configurable time before a meeting (30 minutes to 2 weeks)
Date reminderBefore or on a date field (birthday, became client date, next review due)
RecurringOn a schedule (daily, weekly, or monthly)
Magic buttonSomeone clicks a workflow button on a client, prospect, or meeting record
Each workflow has exactly one trigger. To run the same actions from different triggers, create separate workflows.

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Action types

Actions are the steps your workflow performs:

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Household actions

  • Add tag / Remove tag — Apply or remove tags
  • Add note — Create a note on the household
  • Send email — Send an email to household members
  • Send SMS — Send a text message to household members (requires a phone integration)
  • Start project — Begin a project from a template
  • Add to sequence / Remove from sequence — Enroll in or remove from an email sequence
  • Update household — Change field values
  • Promote to client — Convert a prospect to a client
  • Create opportunity — Add an opportunity to a pipeline
  • Find opportunity — Locate an existing opportunity for the household

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Task actions

  • Create task — Add a new task
  • Update task — Change task fields

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Record actions

  • Add comment — Add a comment to a record

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Opportunity actions

  • Move stage — Change an opportunity’s pipeline stage

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AI actions

  • Draft email — Generate email content with AI
  • Research — Search and summarize information about a record
  • Categorize — Sort records into categories using AI
  • Filter — Use AI to decide if the workflow should continue
  • Parse and create contact — Extract contact information from emails

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Flow control

  • Branch — Split into multiple paths based on conditions
  • Loop — Repeat actions for a collection of items
  • Wait — Pause execution for a set duration

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System actions

  • Internal notification — Send an in-app alert to team members
  • Search record — Find a specific record by query
  • Confetti — Show a celebration animation for milestone moments

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Building a workflow

1

Create a new workflow

Go to Automations in the sidebar and click + New workflow.
2

Name your workflow

Give it a descriptive name that explains what it does.
3

Choose a trigger

Click the trigger node and select the event that starts your workflow.
4

Add actions

Click + below the trigger to add your first action. Configure its settings in the properties panel.
5

Connect more actions

Add additional actions as needed. Each action can access data from previous steps.
6

Save and activate

Click Publish to save your workflow and make it active.

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Example workflows

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New client onboarding

Trigger: Prospect promoted to client Actions:
  1. Create task: “Schedule onboarding meeting”
  2. Start project: “Client onboarding” template
  3. Send email: Welcome email
  4. Add tag: “Onboarding in progress”

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Birthday reminders

Trigger: Date reminder (7 days before date_of_birth) Actions:
  1. Create task: “Send birthday card”
  2. Internal notification: Birthday reminder to the team

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Hot lead follow-up

Trigger: Tag added (“Hot lead”) Actions:
  1. Create task: “Follow up within 24 hours”
  2. Add to sequence: “Hot lead nurture”
  3. Create opportunity: Link to prospect pipeline

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Magic buttons

Magic buttons let you trigger workflows manually from a record page:
  • Appear on client, prospect, or meeting records
  • Run immediately when clicked
  • Useful for on-demand actions like generating documents or scheduling reviews
To create a magic button workflow, select the Magic button trigger and configure a label, icon, and color.

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Workflow runs

Every time a workflow executes, Slant creates a run that tracks:
  • What triggered the workflow
  • Which actions executed
  • Success or failure status
  • Duration and timestamps
View runs from the workflow detail page to monitor and debug your automations.

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Run statuses

StatusMeaning
ActiveWorkflow is currently executing
FinishedWorkflow completed all actions
FailedAn error stopped the workflow
You can retry failed runs from the run detail view.

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Using variables

Actions can reference data from the trigger and previous actions using variables: 
{{household.name}}
{{person.first_name}}
{{person.email}}
Variables are replaced with actual values when the workflow runs.

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Next steps

Create a workflow

Build your first automation

Triggers

All available trigger types

Actions

All available action types

Troubleshooting

Debug workflow issues