Workflows & Automation

Workflows & Automation

Workflows help you automate repetitive tasks so you can focus on what matters — supporting your startups.

Workflows Overview

Navigate to Operations → Workflows to manage your automation rules.

Workflows management view

What You Can Automate

  • Application routing — Automatically assign new applications to reviewers
  • Email reminders — Send automatic reminders for upcoming events or deadlines
  • Status updates — Trigger actions when an application moves to a new stage
  • Notifications — Alert team members when specific events happen

How Workflows Work

Each workflow has:

  1. Trigger — What starts the workflow (e.g., "New application submitted")
  2. Conditions — Optional filters (e.g., "Only for applications to Program X")
  3. Actions — What happens (e.g., "Send email to reviewer", "Move to Under Review")