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💬Automation: How does messaging work with workflows?

Automation: How does messaging work with workflows?

Messages tell users what happened and what to do next. They can appear as notifications, conversation messages, or status updates depending on the workflow setup.

Conversation screen type.

Conversation screen type.

Message destinations

  • Notification Center for alerts and reminders.

  • Conversation for discussion.

  • Workflow Status for progress updates.

  • Source record status for simple requester feedback.

A good message names the record, explains the event, and gives the next action. Read Messaging and Notifications.

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