Creating a workflow in the Workflow Builder sets up a reusable template for consistent, repeatable processes.
Audience: Organization Managers using FlowHawk’s premium plan
Access Required: Admin Portal
✅ Before You Begin
Clarify the foundational elements of your workflow:
Workflow Goal: What is the workflow designed to accomplish? (e.g., donor intake, case coordination)
Teams Involved: Who will participate or be notified?
Data Needs: What information must be collected for compliance or reporting?
🚀 Create a Workflow
Step 1: Access the Workflow Builder
Log into the Admin Portal
Go to the Workflow Builder, click New > Blank Workflow
Step 2: Name Your Workflow
Select a concise, descriptive name. This will be visible in the case creation dropdown for easy identification.
Step 3: Configure Workflow Components
Each workflow includes customizable components:
Tasks & Fields
Define the steps and data fields users will complete.
Field types include checkboxes, toggles, date selectors, pickers, text inputs, phone number fields, and more.
👉 Learn more about Tasks and Fields
Default Follower Groups
Create notification rooms for streamlined communication, and grant read or edit permissions for each task.
Example: Coordinators can view all tasks, but only surgeons can edit surgical data.
👉 Learn more about Default Follower Groups (Coming soon)
Donor PDF Field Mapping
Extract information from donor PDFs and add it to workflow fields.
Tip: Use consistent field labels to streamline data entry.
👉 Learn more about Donor PDF Field Mapping (Coming soon)
Analytics Mapping
Tag fields for reporting and dashboard metrics.
👉 Learn more about Analytics Mapping (Coming soon)
Step 4: Save the Workflow
Click Create Workflow to save and activate it for use.
