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Workflow Configuration & Automations

In this module we get Granta's projects moving through a real process, and get the workspace doing some of the work on its own. We build a second workflow, move every project to the stage it's really at, and set up a first automation.

What you'll learn

  • How to build a multi-stage workflow
  • How to add permissions, required fields and notifications to an action
  • How to read the audit trail
  • How to build your first automation