Find the steps and information you need before building a workflow. You need access to Automations at the intended property.

Steps

  1. Select the property and open Automations → Workflow studio → Components.
  2. Use Search components to find an action, condition, or area such as reservations or loyalty.
  3. Select a component’s name to read its description. Review Permissions to understand which staff access the step requires.
  4. Review Outcome ports to see the possible results you can connect to later steps. Review Exported values to see information later steps can use.
  5. Return to your workflow and choose Add component. Find the component and choose its Add button to place it in the workflow.

The component is available to configure in the workflow editor. Adding a component does not connect it to the other steps; choose where its inputs come from and connect each required outcome.

If you cannot find a component

Try a shorter search or clear the catalogue filters. Check the selected property and ask your administrator to confirm your permissions if an action is unavailable.