Workflows

One click. Automate your work.

Press a button and Engine Awesome runs the whole automation for you: it creates the records, fills in the fields, updates everything related and takes you to the next page. You build every button yourself, with no code, and change it whenever your process does.

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One press. Five steps done.

Finishing a job usually means changing a status, filling in a date, closing tasks and starting an invoice by hand. Put those steps behind one button and they all happen when someone presses it.

Job J-3317 · Sample

Gutter cleaning, 18 Elm Court

Status: In Progress

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What the button runs

Set the job’s status to Completed
Stamp today as the Completed On date
Close the 3 tasks still open on the job
Create the invoice, with the job’s details copied over
Open the new invoice

Automation at the press of a button

Why a button?

Workflows in Engine Awesome are automations your team starts with one press. You stay in control of when they run, and they do the busywork every time.

It runs when you say so

Nothing happens behind your back. The automation runs the moment someone presses the button.

Everyone does it the same way

No more checklists to remember. Every step runs in order, the same way every time, no matter who presses it.

It asks before it acts

A button can ask for details or say “Are you sure?” before it does anything. Cancel, and nothing happens.

Less busywork

Work that took a dozen clicks and some copy-and-paste now takes one press.

How it works

Build it once. Press it every day.

Add a button

Add a workflow button anywhere in Engine Awesome: on a record’s page, a list, a dashboard and more. Show it always, or only when it applies, like when a job is still open.

Pick its steps

Choose what happens, in order: create a record, set fields, ask a question, loop over a list, send a webhook, and more.

Press it and it runs

Anyone on your team presses the button and every step runs in order, the same way every time. Change the steps whenever you like.

What a workflow can do

Steps you can mix and match

Put them in any order. Add, remove or reorder steps at any time, without a developer.

Create, copy and delete

Create a new record or a related record, copy or delete a record. The next steps work on the new record.

Fill in fields

Set a status, enter today’s date or a date a week from now, record who pressed the button, or copy a value from a related record. Then save.

Ask for details

Ask for what you need, like a reason or a due date. All the questions come in one short form, before anything changes.

Repeat for many records

Run the same steps for each record checked in a list, or for each of a record’s related records, like every open task on a project. Up to 1,000 at a time.

Turn files into records

Drop files on a button, or pick them, and it runs its steps for each file, like creating a record with the file attached.

Run only when it should

Show a button only when a record is in the right state, like an open job. Skip a step when it doesn’t apply, or stop with a message that says why.

Confirm, notify and move on

Ask “Are you sure?” before a big change, open a record in a pop-up to fill in, show a message when it’s done, or go to another page.

Connect your other tools

Send a record or a list to a webhook to update your other systems. Pair it with Zapier to reach thousands of apps.

The workflows customers use most

These are the workflows our customers use most. Start with one, then rename it, add steps and make it work the way your team does.

Convert a lead

Mark the lead won, create the customer with their details copied over, and open their first job.

Set status
Create customer
Create job
Open page

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Approve a request

One click sets the status to Approved and records who approved it and when.

Confirm
Set fields
Save

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Log a call

Ask what happened, log it to the record with today’s date and your name, and set the next follow-up date.

Ask for details
Create call
Set follow-up
Save

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Close out a project

Mark the project complete, but only once every task on it is Done. Too early, and it stops and says why.

Check tasks are done
Set status
Save

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Repeat a job

Start a repeat job from an old one, bringing along only the tasks that weren’t finished.

Duplicate
For each open task
Duplicate

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Update many records at once

Select a batch of records in a list and reassign them, reschedule them, or change their status together.

For each selected
Set fields
Save

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Send an email or log a call

Pick Email, Call, Meeting or Zoom call in a pop-up, and it’s logged on the customer’s activity. For emails, a webhook passes it to your email service to send.