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