I am working on a service workflow that would require me to send estimates for projects. I can set up an automation to send a single estimate at a time but Im struggling to find a way to send multiple estimate in a single automation to a client with ...

What is the proposed idea/solution?would love to be able to utilize groups in a great capacity then permissions. It would be beneficial to be able to assign a group a task in the user column or tag a specific group in the comments.How does is solve t...

I am trying to figure out how to build a workflow that would allow multiple user to approve a creative asset before status changes to approved.Right now I'm using a user column to assign an approver.  Then the record viewer interface to approve using...