CAPTURE & AUTOMATION / 9 MIN READ

Create an internal task workflow

Automate repeatable work without silently sending customer messages.

Plan: Starter4 clear steps

Follow the steps

In Workflows, pick a supported recorded event and describe the action your team should take.

Set supported conditions, ownership and task or in-app notification action. Check for loops or duplicate tasks.

Use a clearly marked test record to exercise the rule and inspect the resulting task.

Enable the rule only after the test result is correct; revisit it after changing process or membership.

BEFORE YOU MOVE ON

The expected internal action appears once, in the right workspace.

Worth knowing

Campaign delivery has a separate workspace pilot gate; an internal workflow or draft does not send an email.