What are Workflows?

Learn how to use a Keeping Workflow to automate your inbox.

Workflows allow you to automate repetitive tasks in Keeping, like automatically assigning a ticket or applying a tag.

A Workflow is a set of rules that you can apply to a mailbox (or mailboxes) that will automatically affect the assignment, priority, tag, or status of a conversation. Use workflows to save time and automate repetitive tasks.

Workflows run when a new ticket arrives into Keeping. They do not run on agent replies or after a ticket has already been created.

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