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Create a workflow

Workflows help Mavrk move work forward instead of only answering questions.

Create a workflow​

  1. Open Workflows.
  2. Select Create workflow.
  3. Name the workflow after the business outcome.
  4. Add the trigger, steps, owner, and approval points.
  5. Save the workflow.
  6. Run a test with one realistic request.

Example workflow​

Workflow: Booking request follow-up
Trigger: New booking enquiry
Steps:
1. Check requested date and party size.
2. Ask for missing details.
3. Confirm availability with the owner.
4. Send confirmation or alternative times.
5. Create a follow-up task if the customer does not respond.

When to add human approval​

Add approval when the workflow:

  • Sends customer-facing commitments.
  • Changes bookings, pricing, refunds, or contracts.
  • Uses sensitive customer information.
  • Escalates a complaint or legal issue.