Workflows
Workflow Playbooks
Cross-module guides that show how Workestra turns separate records into complete operating workflows.
Workestra is strongest when a workflow crosses module boundaries. Use these guides when you know the business outcome you want but are not sure which module owns each step.
Workflow guides
| Workflow | Starts with | Ends with |
|---|---|---|
| Lead to cash | CRM deal | Invoice, payment, and revenue reporting |
| Booking to revenue | Calendar booking | CRM follow-up and commercial action |
| Support deflection | Help request | Knowledge-base answer, ticket, SLA, and CSAT |
| Project profitability | Project or deal | Budget, approved time, invoice, and margin view |
| Hiring loop | Job opening | Candidate interviews, offer, and onboarding |
| Procure to pay | Vendor need | Purchase order, vendor bill, approval, and payment |
How to read these guides
Each workflow explains:
- Which modules participate.
- Which records are created or updated.
- Which automations are useful.
- Which setup pages to complete first.
- Where users should look when something fails.