diff --git a/packages/twenty-website/src/content/user-guide/collaboration.mdx b/packages/twenty-website/src/content/user-guide/collaboration.mdx index ac39d03c927..5b28afb32c3 100644 --- a/packages/twenty-website/src/content/user-guide/collaboration.mdx +++ b/packages/twenty-website/src/content/user-guide/collaboration.mdx @@ -3,5 +3,5 @@ title: Collaboration icon: IconMail info: "Centralize communications and team collaboration." image: /images/user-guide/emails/emails_header.png -sectionInfo: Centralize communications and team collaboration +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- \ No newline at end of file diff --git a/packages/twenty-website/src/content/user-guide/collaboration/emails-and-calendars.mdx b/packages/twenty-website/src/content/user-guide/collaboration/emails-and-calendars.mdx index 5ef57265590..09fd7aad5e1 100644 --- a/packages/twenty-website/src/content/user-guide/collaboration/emails-and-calendars.mdx +++ b/packages/twenty-website/src/content/user-guide/collaboration/emails-and-calendars.mdx @@ -23,7 +23,7 @@ Email conversations appear in three main objects: ### Viewing Email Threads 1. **Navigate to a Record**: Go to any Person, Company, or Opportunity record -2. **Select the Emails Tab**: Click on the "Emails" tab to view synced emails +2. **Select the Emails Tab**: Click on the `Emails` tab to view synced emails 3. **Open an Email Thread**: Click on any email to open and read the full conversation 4. **Browse History**: Scroll through the complete email history with that contact @@ -59,7 +59,7 @@ Depending on your mailbox settings, you might see: ### Selective Folder Sync (Lab Feature) Control which email folders sync with Twenty: -1. Enable "Message Folder" in Settings → Releases → Lab +1. Enable `Message Folder` in Settings → Releases → Lab 2. Configure folders under Settings → Accounts → Email 3. Choose specific folders to include or exclude (Inbox, Sent, Archive, custom folders) @@ -82,7 +82,7 @@ Control which email folders sync with Twenty: ## Calendar Integration ### Calendar Tab -Next to the Emails tab, you'll find a **Calendar** tab that contains the history of meetings scheduled with the record. +Next to the Emails tab, you'll find a `Calendar` tab that contains the history of meetings scheduled with the record. **Available for:** - **People**: View all meetings scheduled with a specific contact @@ -93,7 +93,7 @@ Next to the Emails tab, you'll find a **Calendar** tab that contains the history ### Viewing Meeting History 1. **Navigate to a Record**: Go to any Person, Company, or Opportunity record -2. **Select the Calendar Tab**: Click on the "Calendar" tab next to the Emails tab +2. **Select the Calendar Tab**: Click on the `Calendar` tab next to the Emails tab 3. **Browse Meeting History**: View all scheduled meetings and their details 4. **Access Meeting Context**: See meeting participants, times, and related information diff --git a/packages/twenty-website/src/content/user-guide/collaboration/notes.mdx b/packages/twenty-website/src/content/user-guide/collaboration/notes.mdx index a21a0ceef53..06dc5dd4ced 100644 --- a/packages/twenty-website/src/content/user-guide/collaboration/notes.mdx +++ b/packages/twenty-website/src/content/user-guide/collaboration/notes.mdx @@ -39,7 +39,7 @@ Notes include a **Relations** field that allows you to attach a single note to m - The Opportunity being discussed - Any relevant Tasks or other records -This "morph many" relationship ensures important information is accessible from all relevant record pages. +This morph many relationship ensures important information is accessible from all relevant record pages. ### User Tagging **Note**: User tagging within notes is not currently available. This feature is planned for 2026, which will allow you to mention team members and trigger notifications. @@ -64,7 +64,7 @@ You can format your notes right from the editor. Use Markdown syntax, press the Highlight the text to see more formatting options like bold, italics, and alignment options. -You can also change the background color and text color of each block to highlight important things in your note. To do so, hover over the block you want to format and click on the `⋮` icon besides the `+` icon. Click on Colors to open up all color options for both the text and the background. +You can also change the background color and text color of each block to highlight important things in your note. To do so, hover over the block you want to format and click on the `⋮` icon besides the `+` icon. Click on `Colors` to open up all color options for both the text and the background.
-
- - - -### Regenerating an API key - -To regenerate an API key, click on the key you want to regenerate. You'll then be able to see a button to regenerate the API key. - -## Webhooks - -Webhooks allow for immediate updates to your specified URL about changes or events related to your customer data. - -For instance, a webhook can alert your system in real-time when someone creates a new person record or updates an existing note. - -### Creating Webhooks - -1. From Settings > APIs & Webhooks > Webhooks, click `+` Create webhook. -2. Enter your URL. -3. Click Save. - -
- -
- - -### Deleting Webhooks - -1. In Settings > APIs & Webhooks > Webhooks, find your webhook. -2. Click on your webhook and press **Delete** to remove it. A confirmation popup will appear to confirm. - - diff --git a/packages/twenty-website/src/content/user-guide/integrations/emails.mdx b/packages/twenty-website/src/content/user-guide/integrations/emails.mdx deleted file mode 100644 index 65774aa4f1b..00000000000 --- a/packages/twenty-website/src/content/user-guide/integrations/emails.mdx +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Emails -info: "Understand the concept of email synchronization in Twenty, including how to read synced emails, connect new mailboxes, and set sharing levels." -icon: IconChecklist -image: /images/user-guide/emails/emails_header.png -sectionInfo: Learn how to connect Twenty to your other tools. ---- - -## Email Synchronization - -The system links emails from known contacts directly to their CRM records, keeping all communication up to date. It's important to avoid syncing emails from impersonal addresses such as team@ and support@, or from personal email providers like Gmail or Outlook, to ensure privacy and relevance. - - -### Internal Emails - -Internal emails are emails between two people in the same organization. We consider an email to be internal when every participant shares the same domain: *from*, *to*, *cc* and *bcc*. **Internal emails are not synced to the CRM.** - -If you use a personal email provider like `@gmail.com`, all your emails will be synced to the CRM. - - -### Reading an Email - -Go to a specific `Person` or `Company` record page, then select the `Emails` tab to view synced emails instantly. Click on an email to open it. - - - -You can customize how you share and manage your emails through the settings. - -## Mailbox Settings - -### Connecting a New Mailbox - -To connect a Gmail mailbox, go to Settings > Accounts, then click the `Add account` button. You can add several mailboxes to your account. - -After connecting a mailbox, visit the `Emails` tab and select the desired mailbox to customize its settings. - -The initial import may take some time, and it will be followed by automatic updates every ten minutes. - - - -### Sharing Levels - -From here, you can choose different levels of sharing for outbound and inbound emails: - -- **Metadata Only**: Share only the basic information of the email (sender, recipient, date, and time). -- **Subject and Metadata**: Share the subject line of the email along with the metadata. -- **All Email Content**: Share the entire content of the email, including attachments. - - - -### Contacts Auto-Creation - -Contact auto-creation is a handy built-in feature. This default feature automatically adds email contacts not already in your CRM, boosting your contact list without any extra effort on your part. To manage this feature, go to `Settings` > `Email`. You can toggle it on or off. Remember, turning it off means that all new email contacts must be manually entered into the CRM. - -So if you delete a contact from Twenty, it will not be re-imported when receiving a new email from that contact. - -Note that internal emails are not synced to the CRM, so your colleagues won't be automatically created. - - - -### Multiple emails support - -You can add multiple email addresses to each contact, including a primary email and additional ones. -When syncing emails and calendar events, they remain linked even if they come from additional email addresses. - - -Note: For now, we only support linking an email or an event to one contact. -If two contacts have the same email: one primary, and one additional, the email will be linked to the primary contact. -If two contacts have the same additional email (edge case), the email will be linked to the oldest one. -Soft deleted contacts are still linked to the email. Emails and events are rematched only when the contact is destroyed. - -### Upcoming Features - -Soon, you will have the capability to send emails, view attachments, and request access to email content that you're not allowed to read. - - diff --git a/packages/twenty-website/src/content/user-guide/integrations/getting-started-workflows.mdx b/packages/twenty-website/src/content/user-guide/integrations/getting-started-workflows.mdx deleted file mode 100644 index f481ea887ee..00000000000 --- a/packages/twenty-website/src/content/user-guide/integrations/getting-started-workflows.mdx +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Getting started with workflows -info: "Learn how to add automations in Twenty and how to data in and out." -icon: IconNote -image: /images/user-guide/create-workspace/workspace-cover.png -sectionInfo: Learn how to connect Twenty to your other tools. ---- -## What can I do with workflows? -There are two main categories of actions you can automate using the workflows. - 1. **Automate the busy work within Twenty**: reduce the time spent by your team manually updating their CRM. - 2. **Bring data in and out of Twenty from your other tools**: forms, product data, enrichment, call recorders, invoicing solution and so on. - -Let's deep dive into a few examples before getting into the how. - -## 1. Automate the busy work -Your CRM is only helpful if the data is up to date — but no one likes updating it. -Use workflows to automate low-value, repeatable tasks. -- Automatically attach the person you've just created with the related Company record. -- When an opportunity is moved to `Won`, automatically update the Company tag from `Prospect` to `Customer`, create onboarding Tasks and assign them to the relevant team. -- Automatically update the Company tag from `Customer` to `Churned` when the subscription is cancelled. -- Send an email alert to the company owner when a key prospect starts engaging with your solution. -- Send an email alert to the company owner when a contract comes to an end or engagement drops. - -To do so, you will mainly use the triggers `Create/Update Records` and the actions `Create/Update Records`, `Send Email`. - - -## 2. Bring data in and out of Twenty -If you need to bring data in and out of Twenty from your other tools, let's do this using a workflow. -Below are a few examples of what you can build. -- Create records from **web forms**: demo requests in real-time, log job applicants, ... -- Give your sellers the context they need to be on top of their accounts, bringing **product data** in Twenty -- Connect your **call recorder** to automatically create a Note in Twenty with the summary of a meeting and a Task with the action items -- Enrich your leads with demographics enrichment to know who your team is talking to -- Send the information needed to generate an invoice when a deal is closed - -To do so, you will mainly leverage the ```On a schedule``` and ```Webhook``` triggers, as well as the ```HTTP``` and ```Code``` functions. - -### What if I don't want to build those connections? -We offer [Implementation Services](https://twenty.com/implementation-services) to help you create the automations you need. -Depending on the scope of you project, we will suggest an [Onboarding pack](https://twenty.com/onboarding-packages) or we will put you in contact with our certified implementation partners. They can create your data model, migrate your data, build your workflows. - -### I'm not sure the connection I need is doable -Send us a message and we will help you assess the feasibility. - -## What we're working on -Here are the main items we're working on to improve workflows: -- If / Else step -- Paths -- Loops -- AI agent to build workflows on your behalf - - - diff --git a/packages/twenty-website/src/content/user-guide/integrations/integrations.mdx b/packages/twenty-website/src/content/user-guide/integrations/integrations.mdx deleted file mode 100644 index 23832577172..00000000000 --- a/packages/twenty-website/src/content/user-guide/integrations/integrations.mdx +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Integrations -info: "Learn how to connect Twenty to your other tools." -icon: IconBrandZapier -image: /images/user-guide/integrations/plug.png -sectionInfo: Learn how to connect Twenty to your other tools. ---- - -## About - -Integration with Zapier is available for automating your workflows. - -## Zapier - -Sync Twenty with 3000+ apps using Zapier, and automate your work. Here's how you can connect Twenty to Zapier: - -1. Go to Zapier and log in. -2. Click on `+ Create Zap` in the left sidebar. -3. Choose the application you want to set as the trigger. A trigger refers to an event that starts the automation. -4. Select Twenty as the action. An action is the event performed whenever an application triggers an automation. Learn more about triggers and actions in Zapier. -5. Once you choose the Twenty account that you want to use for your automation, you'll have to allow Zapier to access it by adding an API key. You can learn [how to generate your API key here.](/user-guide/section/integrations/api-webhooks) -6. Enter your API key and click on 'Yes, Continue to Twenty.' - -
- -
- - -You can now continue creating your automation! - - diff --git a/packages/twenty-website/src/content/user-guide/pricing.mdx b/packages/twenty-website/src/content/user-guide/pricing.mdx index e96950fddc7..46008dabbc8 100644 --- a/packages/twenty-website/src/content/user-guide/pricing.mdx +++ b/packages/twenty-website/src/content/user-guide/pricing.mdx @@ -3,5 +3,5 @@ title: Pricing icon: IconChecklist info: Understand how Twenty pricing works. image: /images/user-guide/setup/pricing.png -sectionInfo: A brief guide to grasp the basics of Twenty +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- diff --git a/packages/twenty-website/src/content/user-guide/pricing/billing-and-pricing-faq.mdx b/packages/twenty-website/src/content/user-guide/pricing/billing-and-pricing-faq.mdx index b9d91c69fa6..efa3f92e45a 100644 --- a/packages/twenty-website/src/content/user-guide/pricing/billing-and-pricing-faq.mdx +++ b/packages/twenty-website/src/content/user-guide/pricing/billing-and-pricing-faq.mdx @@ -5,11 +5,23 @@ image: /images/user-guide/setup/pricing.png sectionInfo: Understand how Twenty pricing works. --- ## Pricing +
+Can I use Twenty for free while self-hosting? + +Yes, you can use Twenty for free while self-hosting. You will get access to everything included in the (cloud) Pro subscription, except the support from our core-team. Support is accessible via our Discord community. +If you want to self-host and have access to the features included in the (cloud) Organization subscription, including support from our core-team, you can do so by choosing the paid Organization licences, available in self-hosting. + +
+
+Do you offer free seats for view-only users? + +We do not offer free seats. Pricing is per user and each user needs a licence to access Twenty. +
Where can I switch my subscription to the Organization plan? -You can do so under `Settings > Billing`. Then click on `Switch to Organization`. +You can do so under `Settings → Billing`. Then click on `Switch to Organization`.
@@ -23,7 +35,7 @@ Please reach out to our team directly via the Support, there is no easy way to d
Where can I switch my subscription to Yearly? -You can do so under `Settings > Billing`. Then click on `Switch to Yearly`. +You can do so under `Settings → Billing`. Then click on `Switch to Yearly`.
@@ -37,7 +49,7 @@ Please reach out to our team directly via the Support, there is no easy way to d
Where can I see my credit usage? -You will find this under `Settings > Billing`. +You will find this under `Settings → Billing`.
@@ -65,7 +77,7 @@ Credits are deducted in real-time when workflows execute. You can monitor your u
Can I buy more workflow credits? -You can buy additional credits under `Settings / Billing`. +You can buy additional credits under `Settings → Billing`.
@@ -74,28 +86,28 @@ You can buy additional credits under `Settings / Billing`.
Where can I manage the Billing details? -You can do so under `Settings > Billing`. +You can do so under `Settings → Billing`.
Where can I update my payment method? -You can do so under `Settings > Billing`. Then click on `View billing details`. You'll be able to add a new payment method there. +You can do so under `Settings → Billing`. Then click on `View billing details`. You'll be able to add a new payment method there.
Where can I update my billing information? -You can do so under `Settings > Billing`. Then click on `View billing details`. You'll be able to edit the billing information there. +You can do so under `Settings → Billing`. Then click on `View billing details`. You'll be able to edit the billing information there.
Where can I access my invoices? -You can do so under `Settings > Billing`. Then click on `View billing details`. You'll see all your invoices at the bottom of the screen. +You can do so under `Settings → Billing`. Then click on `View billing details`. You'll see all your invoices at the bottom of the screen.
diff --git a/packages/twenty-website/src/content/user-guide/reporting.mdx b/packages/twenty-website/src/content/user-guide/reporting.mdx index b579363f255..0fc914d9028 100644 --- a/packages/twenty-website/src/content/user-guide/reporting.mdx +++ b/packages/twenty-website/src/content/user-guide/reporting.mdx @@ -3,5 +3,5 @@ title: Reporting icon: IconChart info: Track performance with custom reports and dashboards. Coming Q4 2025 image: /images/user-guide/reporting/reporting.png -sectionInfo: Track performance with custom reports and dashboards +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- diff --git a/packages/twenty-website/src/content/user-guide/resources.mdx b/packages/twenty-website/src/content/user-guide/resources.mdx index e343064c916..71a2e224495 100644 --- a/packages/twenty-website/src/content/user-guide/resources.mdx +++ b/packages/twenty-website/src/content/user-guide/resources.mdx @@ -3,5 +3,5 @@ title: Resources icon: IconHelp info: Terminology definitions and community links. image: /images/user-guide/glossary/glossary.png -sectionInfo: Terminology resources and community information +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- \ No newline at end of file diff --git a/packages/twenty-website/src/content/user-guide/resources/glossary.mdx b/packages/twenty-website/src/content/user-guide/resources/glossary.mdx index b0dff68ca77..6bcee6d35a3 100644 --- a/packages/twenty-website/src/content/user-guide/resources/glossary.mdx +++ b/packages/twenty-website/src/content/user-guide/resources/glossary.mdx @@ -10,7 +10,7 @@ sectionInfo: Terminology resources and community information API (Application Programming Interface) allows you to connect Twenty with other software systems and build custom integrations. ## Command Menu -The Command Menu is a quick-access interface (opened with Cmd/Ctrl + K) that lets you perform actions, create records, and navigate your workspace efficiently. +The Command Menu is a quick-access interface (opened with `Cmd + K` on Mac and `Ctrl + K` on Windows) that lets you perform actions, create records, and navigate your workspace efficiently. ## Company & People The CRM has two fundamental types of records: diff --git a/packages/twenty-website/src/content/user-guide/settings.mdx b/packages/twenty-website/src/content/user-guide/settings.mdx index a033ccaef8d..d7f2c865790 100644 --- a/packages/twenty-website/src/content/user-guide/settings.mdx +++ b/packages/twenty-website/src/content/user-guide/settings.mdx @@ -3,5 +3,5 @@ title: Settings icon: IconSettings2 info: Configure your Twenty workspace settings and preferences. image: /images/user-guide/setup/settings.png -sectionInfo: Configure your Twenty workspace settings and preferences +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- \ No newline at end of file diff --git a/packages/twenty-website/src/content/user-guide/settings/settings-faq.mdx b/packages/twenty-website/src/content/user-guide/settings/settings-faq.mdx index 70bf0ca7abd..6688ea4dd9e 100644 --- a/packages/twenty-website/src/content/user-guide/settings/settings-faq.mdx +++ b/packages/twenty-website/src/content/user-guide/settings/settings-faq.mdx @@ -19,7 +19,7 @@ sectionInfo: Configure your Twenty workspace settings and preferences Just delete the workspaces you no longer need, you can do so under `Settings → Workspace Settings`. -Do not delete your account (accessible under Settings → Profile Settings) — your account is shared among the different workspaces. +Do not delete your account (accessible under Settings → Profile Settings): your account is shared among the different workspaces. diff --git a/packages/twenty-website/src/content/user-guide/workflows.mdx b/packages/twenty-website/src/content/user-guide/workflows.mdx index ccf287b1e89..381bd4979b0 100644 --- a/packages/twenty-website/src/content/user-guide/workflows.mdx +++ b/packages/twenty-website/src/content/user-guide/workflows.mdx @@ -3,5 +3,5 @@ title: Workflows icon: IconSettings info: Automate processes and integrate with external tools. image: /images/user-guide/workflows/workflow.png -sectionInfo: Automate processes and integrate with external tools +sectionInfo: Your complete guide to Twenty CRM features and best practices. --- diff --git a/packages/twenty-website/src/content/user-guide/workflows/getting-started-workflows.mdx b/packages/twenty-website/src/content/user-guide/workflows/getting-started-workflows.mdx index d5a5598f551..5c0ad60cd37 100644 --- a/packages/twenty-website/src/content/user-guide/workflows/getting-started-workflows.mdx +++ b/packages/twenty-website/src/content/user-guide/workflows/getting-started-workflows.mdx @@ -23,7 +23,7 @@ Let's explore examples of what's possible before diving into the how. ## 1. Internal Automations -Your CRM is only helpful if the data is up to date — but no one likes updating it. Use workflows to automate low-value, repeatable tasks and keep your team focused on what matters. +Your CRM is only helpful if the data is up to date, but no one likes updating it. Use workflows to automate low-value, repeatable tasks and keep your team focused on what matters. Examples of what you can automate internally: - **Data management**: Auto-flag personal emails, lead assignment, data validation @@ -58,7 +58,7 @@ As you start building workflows, keep these tips in mind: - **Leverage previous step data**: You can use fields from records returned by any previous step in your workflow - **Start simple**: Begin with basic workflows and add complexity over time as you become more comfortable with the system - **Plan before building**: Map out your workflow logic before you start building to avoid getting stuck halfway through -- **Use branches wisely**: After a "Search Records" step, create branches to handle both "update existing record" and "create new record" scenarios, then merge the paths back together +- **Use branches wisely**: After a `Search Records` step, create branches to handle both "update existing record" and "create new record" scenarios, then merge the paths back together ## What we're working on diff --git a/packages/twenty-website/src/content/user-guide/workflows/professional-services.mdx b/packages/twenty-website/src/content/user-guide/workflows/professional-services.mdx index 57c3da0b30e..470372097c9 100644 --- a/packages/twenty-website/src/content/user-guide/workflows/professional-services.mdx +++ b/packages/twenty-website/src/content/user-guide/workflows/professional-services.mdx @@ -20,9 +20,9 @@ Consider professional services for: ### Onboarding Packs Get help from our core team with our 4-hour [Onboarding packs](https://twenty.com/onboarding-packages): -- **Workflow Creation** - Build custom workflows for your business processes -- **Data Model Design** - Optimize your data structure for workflow automation -- **Data Migration** - Import existing data with proper workflow integration +- **Workflow Creation**: Build custom workflows for your business processes +- **Data Model Design**: Optimize your data structure for workflow automation +- **Data Migration**: Import existing data with proper workflow integration ### Implementation Partners Work with certified partners for advanced customizations. Contact us at contact@twenty.com to connect with our [implementation partners](https://twenty.com/implementation-services). diff --git a/packages/twenty-website/src/content/user-guide/workflows/workflow-credits.mdx b/packages/twenty-website/src/content/user-guide/workflows/workflow-credits.mdx index ea99f49ff05..a7adcad11e2 100644 --- a/packages/twenty-website/src/content/user-guide/workflows/workflow-credits.mdx +++ b/packages/twenty-website/src/content/user-guide/workflows/workflow-credits.mdx @@ -65,7 +65,7 @@ If you need more credits beyond your plan allocation: - **Minimize HTTP Requests**: Use efficient search criteria and combine operations where possible - **Batch Processing**: Use bulk operations and Iterator actions efficiently - **Error Handling**: Implement proper error handling to prevent unnecessary retries -- **Manual Trigger Optimization**: For manual triggers, choose "Bulk" availability to process multiple records in a single workflow run (see [Workflow Features](/user-guide/section/workflows/workflow-features) for details) +- **Manual Trigger Optimization**: For manual triggers, choose `Bulk` availability to process multiple records in a single workflow run (see [Workflow Features](/user-guide/section/workflows/workflow-features) for details) ### Action Optimization - Use basic internal operations when possible (lower credit consumption) diff --git a/packages/twenty-website/src/content/user-guide/workflows/workflow-troubleshooting.mdx b/packages/twenty-website/src/content/user-guide/workflows/workflow-troubleshooting.mdx index 9e973075a2c..e5d5386c381 100644 --- a/packages/twenty-website/src/content/user-guide/workflows/workflow-troubleshooting.mdx +++ b/packages/twenty-website/src/content/user-guide/workflows/workflow-troubleshooting.mdx @@ -39,7 +39,7 @@ Forms are currently designed for manual triggers only. For workflows with other **Common Causes & Solutions**: - **Inefficient API Calls**: Batch API calls when possible instead of individual requests -- **Wrong Manual Trigger Configuration**: Use "Bulk" availability instead of "Single" to process multiple records in one workflow run +- **Wrong Manual Trigger Configuration**: Use `Bulk` availability instead of `Single` to process multiple records in one workflow run - **Missing Filters**: Add conditional logic to stop workflows when criteria aren't met - **Unnecessary Steps**: Remove redundant actions and optimize workflow logic - **Real-time vs. Scheduled**: Use scheduled workflows for non-urgent processes @@ -52,7 +52,7 @@ You cannot run more than 100 workflows in parallel at any given time per workspa **Solutions**: -- Use "Bulk" availability for manual triggers to process multiple records in one run +- Use `Bulk` availability for manual triggers to process multiple records in one run - Implement delays between workflow executions using scheduled triggers - Optimize workflows to run faster and reduce concurrent execution time - Consider batch processing during off-peak hours @@ -70,21 +70,23 @@ You cannot run more than 100 workflows in parallel at any given time per workspa **Problem**: Iterator actions not working as expected. **Solutions**: -- **Note**: Iterator is currently in beta. Activate it under Settings > Releases > Lab +- **Note**: Iterator is currently in beta. Activate it under Settings → Releases → Lab - Verify the input is an array of records from a previous step - Check that actions within the Iterator are properly configured -- Use Iterator with "Bulk" manual triggers for optimal performance +- Use Iterator with `Bulk` manual triggers for optimal performance ### Missing Permissions **Problem**: Cannot access workflows section. -**Note**: If you don't see the Workflows section, this is due to a permissions issue. Contact your workspace administrator to grant you access to workflows. + +If you don't see the Workflows section, this is due to a permissions issue. Contact your workspace administrator to grant you access to workflows. + ## Optimization Tips ### Performance Best Practices - **Start simple** and add complexity gradually -- **Use "Bulk" availability** for manual triggers to process multiple records efficiently +- **Use `Bulk` availability** for manual triggers to process multiple records efficiently - **Add filters early** to stop workflows when criteria aren't met - **Batch API calls** and use scheduled workflows for non-urgent processes - **Hide workflow runs** from pages showing all workflows to improve loading performance