Change how a workflow runs

Say it, then say yes

There's no settings screen for a workflow. Tell Helmior what you want, in either of two places:

• In the app: open the workflow and type it. The change comes back as a proposal. Click Apply.
• In the group chat: mention Helmior there. It repeats the change back in plain words. Reply yes to save it or no to leave things as they are.

Only admins can change settings. Anyone can ask how things are set up:

@Helmior how is this set up?

What you can set

You want…	Say something like
An approval before records enter a stage	Dana approves everything going into Won
No approval	Won doesn't need approval any more
A due date before records enter a stage	records need a due date before Scheduled
Reminders about due dates	remind people the day before a record is due · and the morning of, at 8
An overdue note in the record's thread	flag records the day after they're missed
A briefing before stage meetings	brief people 15 minutes before a stage meeting
A recurring post in the group chat	post a weekly digest every Monday at 9 · daily standup on weekdays at 9:30 · monthly summary on the 1st
When a record counts as stuck	a record is stuck after 5 days in a stage
Bottleneck warnings	tell the team when 3 records are stuck in one stage
Who can move records	only sales can move deals into Won (strict) · let anyone move records (loose)
How sure Helmior must be before it moves a record without calling it a guess	call it a guess if you're less than 70% sure
How long "undo" works after a move	undo should work for 30 minutes
The workspace timezone	we're on Kolkata time

You can say several things in one message. If a name doesn't match a stage or a person, Helmior asks rather than guessing.

Approvals

When a record is about to enter a stage that needs approval, Helmior asks the approver in the group chat, for example "Dana, approve moving Acme to Won?". Only that person can answer. On a yes, the record moves. On a no, it stays where it is. Records waiting on you appear under Needs you in the Log and in your brief.

Due dates

If a stage needs a due date and someone moves a record there without one, Helmior asks "When is it due?" and finishes the move with the answer. Say the date in the same message (Acme accepted, due Friday) and it doesn't need to ask.

Where it shows

The workflow's Preview shows approvals and required due dates on the stages themselves, and lists everything else underneath. The workspace's timezone and brief also appear under Settings → General.

Frequently asked questions

I said it in a direct message and Helmior told me to say it in the group chat.

A workflow's settings belong to that workflow, so Helmior needs to know which one you mean. Say it in the workflow's group chat, or in its conversation in the app. Workspace-wide things, like the timezone and the brief, work from a DM too.

Can I turn reminders off just for me?

Yes. Message Helmior directly: stop reminding me. See Reminders.

What's the difference between a digest and the brief?

A digest, standup or monthly summary is posted in the workflow's group chat for the whole team. The brief is a private message to each person about their own work.