Workflows
A workflow tells Zinley how to handle a recurring situation. Open Configure → Skills → Workflows.
Unlike a scheduled task, a workflow starts when a situation occurs: a recruiter calls, a landlord emails, or a first-time customer asks for help.
Define the playbook
A useful workflow answers five questions:
- When should it run? Use a concrete trigger.
- Who does it apply to? Anyone, unknown people, selected people, or you.
- What should Zinley do? Give the necessary steps and information to collect.
- What must it avoid? State the boundary explicitly.
- When is it done? Define the result or handoff.
You can create it in the editor or ask in plain language:
“When a recruiter calls, collect the role, company, location, and compensation. Do not agree to an interview. Send me a summary.”
Review Zinley's draft before saving it.
Choose how it acts
- Ask me first checks with you before important external actions.
- Handle it lets Zinley finish the workflow within its stated boundaries, while keeping a receipt for review.
Use Ask me first for a new workflow. Move to Handle it only after the trigger, steps, and result are predictable.
Pause, edit, or remove
Pause a workflow to keep it without letting it run. Edit it when the trigger or boundary changes. Remove it when the playbook is no longer valid.
Review completed calls and emails in Calls & Emails and the wider matter in Topics. For account-wide authority, see Authority & approvals.