Workflows & automation
Turning workflows on
The company switch that hands every automatic message to Workflows — who can flip it, what happens the moment it goes on, and how to turn it back off.
- 2 min read
- Checked against MoveBoard
- For owners & admins
On this page
Workflows start off for every company. While they are off, you can build, change and try workflows as much as you like — nothing in Workflows sends, and MoveBoard's automatic messages go out from your templates and your Automation timeline.
When an admin turns workflows on, the workflows take over the sending.
Before you start
- Only an admin can flip the switch. Everyone else sees an On or Off badge in its place.
- Look through the list first. Each built-in is exactly what you send today, so turning workflows on changes nothing by itself — but it's the moment your own changes start to count.
- Try any workflow you changed on a real order with Try it on an order (see Test a workflow).
Turn them on
- Open Settings › Communication › Workflows.
- In the card at the top, switch on Workflows on for the company.
- Read the question and confirm.
The card changes to Workflows are sending, with the time it was switched on.
What happens at that moment
- Every built-in that comes from a template or an Automation timeline row is saved as a workflow — same moment, same message, same orders, the same on or off.
- From the next moment on, workflows send those messages and MoveBoard's automatic messages stand down for everything they cover.
- Settings › Communication › Automation timeline now says Now part of Workflows, with Open Workflows. Your follow-ups and reminders are changed in Workflows from here on.
- Templates hold only the words. Choosing a moment on a template no longer decides when it goes.
- Nothing is sent twice — a message already sent for a moment is never sent again by the workflow.
Some messages are never workflows and keep going out the way they always do — see Messages that are not workflows.
Turn them back off
Switch off Workflows on for the company and confirm. MoveBoard's automatic messages send again from the template rules and the Automation timeline. Your workflows stay saved for when you turn them back on. Runs that were waiting stay where they are; if you turn workflows on again later, MoveBoard checks each one again before it acts.
If something goes wrong
- Only an admin can switch the workflows engine. — ask an admin to do it.
- Only an admin can delete a workflow. Switch it off instead. — anyone with Settings access can switch a workflow off; deleting is for admins.
Related guides
- Workflows & automationWorkflows: when every message goes outHow MoveBoard decides when each email, text, document and task goes out — one plain sentence per workflow, When · Wait · Only if · Do — and where to find them.
- Workflows & automationBuilt-in workflowsThe messages MoveBoard already sends for your company, shown as workflows — what they are, how to change or switch one off, and how Reset puts it back.
- Workflows & automationThe Automation timelineFollow-ups and reminders sent a set number of days after something happens — quiet leads, a status that hasn't moved, completed moves, unpaid invoices — and how to add, change or remove one.
- Workflows & automationTemplates vs workflowsTemplates hold the words, workflows decide when they go — which page to open for which change, and why switching a template off still stops it.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.