Workflows / 0:13 · Silent demo
Schedule a workflow and review its impact
0:00 / 0:12
The work behind the clip
Make the next step explicit.
Before a recurring rule runs, its scope matters. This example shows a scheduled recheck message with an impact preview based on the demo records and selected recipient roles.
Explore workflowsWhat happens in the clip
- 01
Review the daily schedule
- 02
Inspect matching records and emails
- 03
See the morning notification
No narration. The written steps describe the on-screen sequence.
0:09Watch a case move through the handoffs
Follow one case across Open, With vet tech, With vet and Signed off as configured workflows run.
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0:13Ask for the missing information before a handoff
See an escalation workflow request the treatment section before it moves the case to the vet.
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0:09Follow each step of a workflow run
Preview a live timeline as status checks, role checks and actions complete on a case.
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