New Workflow

Create an automation workflow.

Why it helps
Automate repeated administrative steps and connect Resgrid to the other systems you use.

How to configure it
Have the destination systems and credentials ready, and decide who owns each automation.

Before you begin
Check your department access and intended audience.

Examples for your department
Community paramedicine and mental health response: New Workflow: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
Search and rescue: New Workflow: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
Security companies and departments: New Workflow: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
Wildland contractors: New Workflow: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
Industrial emergency response teams: New Workflow: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.

Documentation: https://docs.resgrid.com/web-app/workflows/