Review your workflow configuration
Review the triggers, schedule and steps of an automation workflow before finalising its configuration.
This guide is designed for project manager.
Steps
Step 1: Open the review step
In the workflow configuration flow, navigate to the Review step to see a summary of the current workflow template and its settings, including its name and primary details.
Step 2: Check the workflow overview
Confirm the workflow’s icon, title and description match the process you intend to automate, ensuring you are reviewing the correct template.
Step 3: Review workflow triggers
Look at the list of configured triggers, each labelled as scheduled, event-based or manual, with matching icons, to verify when and how the workflow will start.
Step 4: Verify trigger schedules
For any scheduled triggers, read the human‑readable schedule description (for example, “Every day at 9:00 AM” or “Weekdays at 3:00 PM”) to ensure the timing aligns with your requirements.
Step 5: Confirm workflow steps and types
Review the ordered list of workflow steps, including their names and step‑type icons, to ensure all required actions are present and correctly configured.
Step 6: Check configuration overrides
If any overrides have been applied to the template’s default settings, review these in the summary to confirm they reflect your desired custom configuration.
Step 7: Finalise the configuration
Once you are satisfied that triggers, schedules, steps and overrides are correct, proceed to complete or save the workflow setup so it can be used as configured.
Related Tasks
Last updated: 2026-02-15