BuildPass

Follow these steps to build, configure, and activate a workflow in BuildPass.

How to create a workflow in BuildPass

Use scheduled workflows to automate reminders, follow-ups, and recurring checks in BuildPass.

Scheduled workflows and reminders

Control workflow paths by routing execution based on conditions.

Using branch blocks in workflows

Pause workflows until a condition, time, or date is met before continuing.

Using wait blocks in workflows

Workflows automate communication and actions in BuildPass based on events or schedules.

What is a workflow in BuildPass?

Use action blocks to send emails, notifications, and SMS messages from workflows.

Workflow action blocks

Learn the difference between event-based and scheduled triggers in BuildPass workflows.

Workflow triggers explained

View, update, publish, and archive workflows throughout their lifecycle.

Managing workflows in BuildPass

Send workflow email and SMS notifications to people outside BuildPass, including clients, engineers, and project contacts.

Send workflow notifications to external recipients and project contacts

Automatically include a PDF attachment when sending workflow email notifications, and optionally include a PDF download link in SMS messages.

Send a PDF with your workflow notifications

Joe Hatchett

Joanna Zervakis

Automated correspondence triggered by activity in BuildPass

Workflows

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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