MoveBoardSettings › Communication › Workflows is every automatic email, text, document and task in one place, each read as one sentence: When something happens → wait → only if → do this. A step-by-step guide is in Set up a workflow.
Before you start
Anyone who can open Settings can change workflows.
Skip what was already sent by hand
The bar at the very top, Skip an automatic message if the same message was already sent by hand, has two switches — Emails and Texts — each with its own window (1 to 24 hours). Both are off unless you turn them on. On, an automatic email or text to the customer is not sent when someone in the office already sent the same one to the same customer on the same order within that window; the order log says who sent it and when. See Skip an automatic message that was already sent by hand.
The company switch
Workflows on for the company sits at the top.
- Off (the default) — Workflows are off — MoveBoard's automatic messages send. The list shows exactly what MoveBoard sends today, written as workflows; change and try them freely — nothing here sends.
- On — Workflows are sending. Workflows send these messages instead; each automatic message and Automation timeline follow-up becomes a workflow (same moment, same message), the Automation timeline moves into Workflows, and templates hold only the words. Nothing is sent twice.
Turning it off again asks first; your workflows stay saved for when you turn them back on.
The list
Each workflow shows its sentence, its switch, its last run and how many it has sent. Click any part of the sentence to open the workflow with that part ready to change. Run log shows what it did; See the message shows what the customer gets.
Search workflows finds one by what it does or a template's name. New workflow starts from a ready-made example or Start blank: Pick when it starts, then what it does.
See Workflow runs on an order for what ran on one order.