Eliminate tasks through
Automated Workflows
Stop Managing. Start Automating.
Repetitive tasks are part of the job. But when they pile up faster than your team can work through them, follow-ups get missed, invoices go unsubmitted, and the work that actually needs attention gets harder to see.
Workflows take the repeatable stuff off your team’s plate so they can focus on the work that requires them.
In this video, we’ll walk you through two workflows you can turn on today, including how to build them from scratch using templates already in your account.
What you'll learn
- How to identify which tasks in your operation are ready to automate
- How to build a workflow from scratch using templates already in your account
- How to set conditions and actions so the right things happen when you want them to
- How to keep workflows simple so they don’t contradict each other over time
Bryce’s rule before automating anything: If it happens repeatedly and the outcome is always the same, it belongs in a workflow.
Meld Academy Videos
Meld Academy Workflows 101 | 12.11.24
Meld Academy Workflows Deep-Dive | 12.18.24
Still have questions?
Explore what’s next
There’s always more to discover. That’s why we put together these short, focused videos so you can keep building.
Surfacing Information with an Actionable Dashboard
This video walks through how to turn your dashboard into a focused, actionable view your team can rely on.
Want to go deeper on the Dashboard? Find more resources here.
Centralized Communication Control
In this video, we’ll walk through how the Message Center helps you centralize communication so every conversation has a home and nothing gets missed.
Want to go deeper on the Message Center? Find more resources here.
Managing Vendors and Building Accountability
In this video, we’ll walk you through the Vendor Health Score inside Meld and shows you how to build an accountability framework that gives you visibility before it hits your bottom line.
Want to go deeper on Vendor Management and Building an Accountability Framework? Find more resources here.
Pre-approval Processes and Cost Control
In this video, we walk through the full estimate process from request to owner sign-off without ever leaving the platform.
Want to go deeper on Pre-approval Processes and Cost Control? Find more resources here.
More topics coming soon.
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