Way We Do

Automation Overview - How to automate processes in Way We Do

Microsoft Power Automate - Action - Create Checklist Instance

Instructions for using the When a new team member is added automation feature on an Activated Checklist

Automation - When a new team member is added

Instructions for using the When a step in a checklist instance is completed automation feature on an Activated Checklist

Automation - When a step in a checklist instance is completed

Instructions for using the When a checklist instance is completed automation feature on an Activated Checklist

Automation - When a checklist instance is completed

Instructions for using the Date Schedule automation feature on an Activated Checklist

Automation - Date Schedule

Instructions for showing and hiding steps using a filter in a Checklist Instance

Step Filtering

Dan Sargeant

Jacqui Jones

Browse the Workflow and Automation category to learn how to leverage Way We Do's Activated Checklist for streamlined processes and automation.

06. Workflow & Automation

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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