Help
HomeFeaturesPricingBlog
  • What is Keeping?
  • Getting Started
    • Quick start for admins
    • Quick start for agents
    • Using Keeping in Gmail
    • Keeping and your customer
    • Keeping for Chrome
    • Keeping for Safari
  • Fundamentals
    • Mobile & web access
    • Converting an email to a ticket
    • Using Templates
    • Changing ticket status
    • Assigning a ticket
    • Editing ticket recipients
    • Moving a ticket
    • Sharing a ticket
    • Using tags
    • Enable an autoreply
    • Creating a new ticket
    • Collision detection
    • Email signatures
    • Private notes
    • Activity log
    • Managing spam
    • Shared drafts
    • Agent Availability
  • Setup
    • Installing the Chrome Extension
    • Installing the Safari Extension
    • Integrations
      • Asana
      • ClickUp
      • HubSpot
      • Jira
      • Linear
      • Shortcut
      • Shopify
      • Zapier
    • Connecting a mailbox
      • Sign in with Google
      • Connect a Google Group
      • Connect a Gmail Alias
      • Forwarding your mailbox
      • Custom domains
      • Connect a web form
      • Disconnecting a mailbox
    • Inviting users
    • Admin & agent roles
    • Manually updating the Extension
  • Workflows
    • What are Workflows?
    • Creating Workflows
    • Workflow conditions
    • Workflow actions
    • Round Robin assignment
  • Service Level Agreements
    • What are SLAs?
    • Creating an SLA
    • SLA conditions
    • SLA actions
  • Satisfaction Ratings (CSAT)
    • What are CSAT Ratings?
    • Enabling Satisfaction Ratings
    • Customizing the CSAT widget
    • CSAT Reports
  • Reporting & Analytics
    • What are Reports?
    • Classic Reports
      • Setting work schedules
      • First response time
    • Advanced Reports
      • Team performance
      • Agent performance
      • Ticket statistics
      • Message statistics
      • Export to CSV
  • Preferences
    • Reversing conversation order
    • Pushing tickets into inbox
    • Hiding the Keeping toolbar
    • Close & Next
    • Personal Inbox Signature
    • Notifications
      • Desktop Notifications
      • Browser permissions
      • Inside Gmail
    • Set your business hours
  • Account & Plans
    • Adding and removing paid seats
    • Changing billing plans
    • Changing organization name
    • Updating your billing information
    • Pausing your subscription
    • Cancelling your subscription
  • Troubleshooting & FAQs
    • Toolbar Not Refreshing
  • Security and Privacy
    • Security & Privacy Practices
    • Google Permissions
Powered by GitBook
On this page
  • Setting Up a New Workflow
  • Click "Add Workflow" to create a new workflow
  • Name your workflow
  • Choose your matching conditions
  • Choose your actions
  • Review and Activate
  1. Workflows

Creating Workflows

How to create and edit a new Keeping Workflow.

PreviousWhat are Workflows?NextWorkflow conditions

Last updated 10 months ago

In Keeping's settings, click on the Automation tab to create a new workflow.

Setting Up a New Workflow

Click "Add Workflow" to create a new workflow

Name your workflow

Name your workflow something that will help you remember what it does, and choose which mailboxes your workflow will run on. Remember, a workflow runs when a new message arrives in one (or more) of your mailboxes. Click "Next Step" to move on.

Choose your matching conditions

You can chain together multiple conditions using "AND" and "OR" blocks by clicking the "AND" or "OR" buttons. For example, you may want to trigger a workflow only when certain words are in the subject AND it is from a specific email address.

Choose your actions

Review and Activate

Review your workflow, and click Activate to set it in motion!

Choose when the workflow runs and the conditions that need to match to trigger your workflow. For example, you may want a workflow to run when specific words are present in the subject of your incoming support email. See our help article on to learn more.

Select the Actions to apply once your Workflow is triggered. For example, you may want to assign a ticket to a specific agent. As with Conditions, you can chain multiple actions by clicking the "AND" button. See our help center article to learn more about .

workflow conditions
workflow actions
Add a New Workflow by clicking the Add Workflow button
Name your workflow and choose the mailboxes it should run on
Add a condition for your workflow
Add an action for your workflow.
Confirm your choices and Activate your workflow
Name your workflow and choose the mailboxes it should run on
Add an action for your workflow.
Confirm your choices and Activate your workflow