Workflows / 0:12 · Silent demo

Choose what starts a workflow

0:00 / 0:11

The work behind the clip

Make the next step explicit.

A rule begins with an event. This overview compares trigger types against changes on a case, helping a team describe which moment should start the next step.

Explore workflows

What happens in the clip

  1. 01

    Review the trigger block

  2. 02

    Watch the corresponding record event

  3. 03

    Compare the other trigger types

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

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Another part of the picture.

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Watch 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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Ask for the missing information before a handoff — product demonstration0:13
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Ask 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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Follow each step of a workflow run — product demonstration0:09
WorkflowsPreview

Follow 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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