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Workflows

Run any workflow straight from a pursuit ⚡

MittShared by Mitt

Trigger your manual workflows on a specific contract without leaving the pursuit page — automations right where the work happens.

Run any workflow straight from a pursuit ⚡

We've added a faster way to put your automations to work: the new Run Workflow button. It lets you trigger any of your manual workflows on a specific contract, right from the pursuit page — so you can act in the moment instead of switching screens.

What's New

A Run Workflow button now lives on every contract pursuit. Open it to see all of your manual-trigger workflows in one place, then start any active one against that contract in a single click — the contract's details come along automatically.

How It Works

  • ⚡ Open any contract in your pipeline and look for the Run Workflow pill at the top
  • Pick a workflow from the list — active ones run instantly, with the contract's details passed along for you
  • Draft and paused workflows are shown but greyed out, so you only ever fire the ones that are ready
  • Once it starts, the confirmation includes a View run link to follow progress in a new tab

Why It Matters

Until now, manual workflows could only be kicked off from the Workflows page — away from the contract you were actually working on. Now you can run a proposal kickoff, a teaming outreach, or any custom automation in the moment, without ever leaving the opportunity in front of you.

Get Started

Open any contract pursuit and click Run Workflow. No manual workflows yet? The same menu links you straight to the Workflows page to build one.

Happy automating! ⚡