Workflows allows your team to fill in forms, RSVP, make suggestions, provide feedback, ask questions and more, all from their mobile app. Think of workflows as customizable digital forms that you can tailor to specific use cases.

Workflows have few core qualities that make them a very powerful tool for communication and engagement:

  1. Workflows make it easy for your team to send out information: Whether it's a suggestion, a photo or an RSVP, workflows are always available for your team and are easy to fill with just a few clicks.
  2. Workflows give you an overtime perspective: all suggestion, photos recommendations etc. are all documented, can be easily searched or filtered and even exported. Creating a solid organizational memory.
  3. Workflows automate information flow and improve response time: workflows don't just gather the information, they auto-forward it to the relevant stakeholders so they can respond, making communication more direct and effective.
  4. Workflows support follow up actions: as an admin, workflows provide you with the ability to keep track with the different entries manage statues and more.

Let's look at some common workflow examples

To bring this all down to earth, let's look at some popular engagement workflow examples:

1. Suggestion / Feedback box

A virtual suggestion box makes it easy for your team to make suggestions, raise ideas and just share thoughts. You can let your team choose who to cc to heir suggestions from a predefined list of options.

2. Direct Channel to HR or senior leadership

With workflows, you can let the team raise questions to HR, or even to key stakeholders like senior leadership. This is a very powerful tool that lets your HR and senior leadership hear directly from their teams, regardless of how complexed your organizational chart may be. This type of communication is also highly appreciated by employees, as they feel they are heard.

3. Getting the team involved

With workflows such as 'Caught you caring' or 'Employee nomination for award' team members can recognize and appreciate their peers - easily testifying to acts of kindness, and recommending their fellow colleagues for awards. And by doing so, making the team part of the appreciation process itself, empowering a sense of connection between team members.

4. Events / Volunteering registration

Workflows can also be used to subscribe to events or to RSVP. Under the workflow settings you can set a limitation for the number of available slots per event, and the number of available slots per individual. Making it easy to get people to RSVP and later to export the full list of all expected participates.

5. Reporting

When it comes to reporting, workflows are a powerful tool that makes it easy to harness the awareness of your full team. For example, by creating a 'safety hazard report' all your team members will have the option at any given moment to report on a potential hazard in their work environment, to include images, location information and more and to auto-send it to the relevant stakeholders for a follow up action.

6. Information Gathering

Whether you wish to utilize a 'Personal information update workflow' a 'Uniform order form', a 'Holiday present preference' or any other form, workflows make it is easy to gather information from your team, to know who already completed the form and who didn't and to follow up on the gather information by managing statuses of entries or exporting the information.

The power of workflows

Workflows are a great tool for every team, providing tremendous value as they serve as a channel for your team to be heard, share information and report. They are easy to setup, and are highly adopted by team members as they make things easier for everyone. To learn more about how to set workflows at Connecteam, we invite you to explore this article - 'Your Guide To Workflows'.


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