When you start a new workspace in Trackler, a set of useful workflows is already pre-configured for you. These default workflows help automate messages and emails based on key events — no manual setup required.
Which workflows are included by default?
Your workspace will automatically include e.g. the following active workflows:
Form submitted → message
Track invitation accepted → email
Track unarchived → email
Appointment created → message
Archived for 23 months → hard delete
You’ll find them via:
Settings > Workflows
What can you do with them?
These default workflows are fully editable. You can:
Deactivate them if they don’t fit your process
Edit them to adjust the message or trigger
Use them as templates to create your own workflows
Why are they useful?
Default workflows save time by:
Automatically notifying users of updates
Reducing manual actions
Helping you get started faster
Can you edit the system emails?
Per workflow, you can change the subject line, edit the email content, and use data tags such as name, date, and time.
You can fully rewrite the text so it matches your own tone of voice and branding. Editing the email content does not affect how the workflow functions. The workflow remains active unless you disable it.
What happens if you disable a workflow?
When you disable a system workflow, no emails will be sent for that specific action.
This means participants will not receive automatic notifications and confirmation or cancellation emails will not be delivered. Any communication would then need to be handled manually.
Always make sure you intentionally want to disable a workflow before turning it off.