Build your setup / 0:13 · Silent demo

Open the rule behind a handoff

The work behind the clip

Make the process your own.

The handoff is a rule the facility can inspect. This walkthrough opens the email action and shows where the message and role-based recipients are configured.

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What happens in the clip

  1. 01

    Open the handoff workflow

  2. 02

    Read the email template

  3. 03

    Inspect the recipient role

No narration. The written steps describe the on-screen sequence.