# Automate with workflows

> Create rules that assign new leads, add follow-up tasks and nudge the team about stuck deals.

Canonical page: https://aozo.in/docs/crm/workflows
Last updated: 2026-11-12
Product: AOZO CRM
Section: Guides

Workflows run the routine steps that happen the same way every time, so nobody has to remember them. Rules run on their own.

## What a workflow can do

- Assign new leads to the right person.
- Create follow-up tasks.
- Nudge the team about deals that are stuck.

## Create your first workflow

![The Workflow Automation page with Create Workflow, the Workflows and Run history tabs and the Create your first workflow button](https://aozo.in/images/docs/crm-workflows.webp)
1. Create Workflow
2. Workflows tab: your rules and how many there are
3. Run history tab: what ran and when
4. Create your first workflow, shown while the list is empty

1. **Open Automation** In the CRM top menu choose Automation, then Workflows. You will see “No workflows yet” until you create one.
   ![The CRM top menu with the Automation tab highlighted](https://aozo.in/images/docs/crm-menu-automation.webp)
   - (1) Automation
2. **Start a workflow** Choose Create Workflow (or Create your first workflow). A good first rule follows the example on the screen: “When a lead is created, assign it to the team in turn”.
   ![The empty workflow list with the Create your first workflow button highlighted](https://aozo.in/images/docs/crm-wf-empty.webp)
   - (1) Create your first workflow
3. **Pick the trigger and the action** Choose what starts the rule, for example a new lead, then what should happen, for example assign it or create a follow-up task.
4. **Turn it on** Save the workflow and switch it on. It now runs by itself.
5. **Check what ran** Open the Run history tab to see when each workflow ran.
   ![The Workflows and Run history tabs on the Workflow Automation page](https://aozo.in/images/docs/crm-wf-tabs.webp)
   - (1) Workflows tab
   - (2) Run history tab

## Good first workflows

- Assign every new lead to the next person on the team, in turn.
- Create a follow-up task when a lead moves to Proposal Sent.
- Nudge the owner when a deal has not moved for a while.

> **Tip:** Start with one simple rule, watch the Run history for a week, then add more.