Skip to content
StrivBridge
Book a demoStart free trial

Lesson 4 of 4 · 6 min

Automating with workflows

Describe a routine task the way you would tell a new employee, and let StrivBridge run it.

Operations › Workflows automates routine work: a trigger, then steps. You can describe what you want in plain words, the way you would tell a new employee, or start from ready-made workflows.

Create a workflow

  1. Open Operations › Workflows.
  2. Choose New workflow and describe it, for example remind residents 30 days before their renter's insurance expires.
  3. Or choose Add ready-made workflows to start from common ones such as lease renewal outreach, a move-out checklist, or bounced payment follow-up.
  4. Review the trigger and steps. The workflow is created Off.
  5. Check what would start today, then turn it on.
Rent collected by month over eighteen months.
The screen this lesson works in, from the StrivBridge sample company.
Loading the rest of this lesson…