FlowHawk

Workflows help you standardize and automate donor case processes, saving time and ensuring compliance. Learn how it streamlines tasks, boosts team collaboration, and improves data visibility.

✨Introduction to Workflows

Help your team coordinate tasks, collect data, and streamline communication across cases.

🆕Create a new workflow

Use a prebuilt template to create a new workflow, keeping key tasks and structure while customizing for your current needs.

🌱Create a workflow from an existing template

Make changes to an existing workflow template to reflect updated processes, improve clarity, or meet new requirements.

✏️Modify an existing workflow template

Learn how to use tasks and fields to organize and capture data in Workflows.

🧩 Workflow Tasks and Fields

By configuring default follower groups, you ensure the right users are automatically added to cases based on your workflow configuration.

⚙️ Manage default follower groups

Define tasks for cases and assign default user access based on workflow configuration.

Workflow Builder

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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