---
title: "About Workflows"
slug: "about-workflows"
updated: 2024-05-29T23:59:24Z
published: 2024-05-29T23:59:24Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Workflows

A workflow is a series of automated actions. 

For example, when a new person is added to the database, they will automatically be added to the new Contact group and sent a welcome email. 

Another example could be when a person dies, the date field is set, and a follow up task is triggered for the pastoral care team to visit the spouse on the 1st anniversary. 

For examples of Workflows, see **[Workflow Examples](/v1/docs/examples-of-workflows)**

### A workflow consists of:

1. A title and description.  For details, see [**Adding a workflow**](/v1/docs/adding-a-workflow)
2. One or more triggers to activate the workflow. For details, see: [**Workflow Triggers**](/v1/docs/workflow-triggers)
3. Steps to progress the workflow.  For details, see [**Workflow Steps**](/v1/docs/workflow-steps)

:::(Info) ()
In order to have access to workflows you first need to be given permission in your role. Permission is set up in Administration/Roles and is controlled by your infoodle administrator.

For more information, see **[Reports, Forms & Workflow Permissions](/v1/docs/reports-forms-workflow-permissions)**.
:::