Workflows

Overview

• What types of workflows can I create?

Create

• How do I schedule a spreadsheet report?
• How do I schedule a coaching report?
• How do I create a scheduled leaderboard workflow?
• How do I create a metric based alert workflow?
• How do I create a records based alert workflow?
• How do I scheduled a pipeline intelligence report?

See all 7 articles

Manage

• How do I duplicate a workflow?
• How can I edit the GIFs that appear in workflows?
• How can I automatically display large GIFs in Ambition workflows sent to Slack?
• How do I expire scheduled report workflow attachments?

Notifications

• How will workflow notifications be formatted?