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

​
How workflows work

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

​
The workflow builder

Build workflows visually with a drag-and-drop canvas:
  • Nodes — Triggers and actions appear as connected boxes
  • Edges — Lines show the flow between steps
  • Properties panel — Configure each node’s settings
The builder supports real-time collaboration, so your team can work on workflows together.

​
Trigger types

Triggers determine when your workflow runs:
TriggerWhen it fires
Tag addedA tag is applied to a household
Household createdA new client or prospect is added
Prospect promotedA prospect becomes a client
Magic buttonSomeone clicks the workflow button on a record
Attribute updatedA specific field changes value
RecurringOn a schedule (daily, weekly, monthly)
Date reminderBefore/on/after a date field (birthdays, anniversaries)
Email receivedAn email arrives from a client or contact
Record createdAny record type is created
Meeting scheduledA meeting is added to the calendar
Meeting completedA meeting finishes
Each workflow has exactly one trigger. To run the same actions from different triggers, create separate workflows.

​
Action types

Actions are the steps your workflow performs:

​
Household actions

  • Add/remove tag — Apply or remove tags
  • Add note — Create a note on the household
  • Send email — Send an email to the household
  • Start project — Begin a project from a template
  • Add to sequence — Enroll in an email sequence
  • Update household — Change field values
  • Promote to client — Convert prospect to client

​
Task actions

  • Create task — Add a new task
  • Update task — Change task fields
  • Add comment — Comment on a task

​
Opportunity actions

  • Create opportunity — Add to pipeline
  • Move stage — Change pipeline stage

​
AI actions

  • Draft email — Generate email content with AI
  • Research — Search emails, meetings, notes, or the web
  • Categorize — Sort records into categories
  • Filter — Decide if workflow should continue
  • Parse contact — Extract contact info from emails

​
Flow control

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

​
Notifications

  • Internal notification — Send an in-app alert
  • Confetti — Celebrate a milestone

​
Building a workflow

1

Create a new workflow

Go to Automations → Workflows 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.

​
Example workflows

​
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 template
  4. Add tag: “Onboarding in progress”

​
Birthday reminders

Trigger: Date reminder (7 days before birthday) Actions:
  1. Create task: “Send birthday card to [household name]”
  2. Internal notification: “[person’s first name]‘s birthday is next week”

​
Lead nurture trigger

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

​
Magic buttons

Magic buttons let you trigger workflows manually from a record:
  • Appear in the Magic buttons section of client/prospect records
  • Run immediately when clicked
  • Great for on-demand actions like scheduling meetings or generating documents
To create a magic button workflow, use the Magic button trigger.

​
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.

​
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.

​
Next steps

Create a workflow

Build your first automation

Triggers

All available trigger types

Actions

All available action types

Troubleshooting

Debug workflow issues