# Start and follow a Workflow

> Choose a reusable plan, add customers and staff, and follow each task through completion.

Language: en-US. Product guide: https://agencymesh.app/help/customer-workflows/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Workflows](https://app.agencymesh.app/workflows/) for multi-step customer and staff work. Workflows are separate from standalone E-Sign requests; open the direct link when it is absent from navigation.

<span id="workflow-model"></span>

## Which Workflow guide do I need?

| Item | Guidance |
| --- | --- |
| [Saved Workflows](https://app.agencymesh.app/workflows/saved-workflows) / [Task Library](https://app.agencymesh.app/workflows/modules) | [Process Workflows](/help/process-workflows/) uses people, ordered steps, and reusable tasks. |
| Templates / Assign Workflow | [Classic Workflows](/help/legacy-workflows/) assigns a published template to one customer. |
| New E-Sign | [Standalone E-Sign](/help/e-signatures/) sends PDFs directly for signing. |

<span id="create-saved-workflow"></span>

## Save a Process Workflow for reuse

In [Saved Workflows](https://app.agencymesh.app/workflows/saved-workflows) > **New Saved Workflow**, add **Details**, participant placeholders in **Roles**, and steps in **Tasks**. Resolve **Review & Publish > Needs attention**, then click **Publish Saved Workflow**.

Publishing saves a reusable plan without inviting customers. See [Build a Saved Workflow](/help/process-workflows/#process-saved-workflows).

<span id="start-workflow"></span>

## Start a Process Workflow for a customer

See [Start a Process Workflow](/help/process-workflows/#process-build-start) for task and signing options.

1. Click **Start with This** on a Saved Workflow, or [New Workflow](https://app.agencymesh.app/workflows/new). Complete **Details**, customer cards in **People**, and assignments in **Tasks**.
2. In **Review & Start**, fix **Needs attention**. Click **Start & Send 1 Invite** (the count changes), or **Start Workflow** when no invite is being sent. Use **Save Draft** to finish later.

<span id="monitor-workflow"></span>

## Find the next staff action

On [Workflows](https://app.agencymesh.app/workflows/), choose the office, status, and search, then click **Search workflows**. Use **Browse** for **Workflow Queue**, **Task Library**, or **Saved Workflows**. Current and earlier Workflow lists have separate **Previous** / **Next** controls.

Classic uses **Approve & Continue**, **Request Changes**, and **Sign Off & Complete**; see [Classic review](/help/legacy-workflows/#legacy-workflow-review-signoff).

| Item | Guidance |
| --- | --- |
| Set Up | Prepare an unreleased task. |
| Open Task | Complete assigned staff work. |
| Review | Approve work or request corrections. |
| People > Remind | Send one participant a reminder; check Activity for delivery. |
| Complete Workflow | Finish the final staff review when offered. |

<span id="customer-participant-guide"></span>

## Help a customer complete their tasks

Share [Complete your Workflow tasks](/help/workflow-participant-experience/) for questions, uploads, photos, and signing. Send each private participant link only to its intended person.

<span id="workflow-troubleshooting"></span>

## Clear the blocker shown by the Workflow

| Item | Guidance |
| --- | --- |
| Needs attention | Fix the listed person, contact, assignment, or task setting in Review & Start. |
| Needs Setup | Use Set Up > Save Setup, then Add Fields when needed. In a started Workflow, finishing setup can send invitations. |
| Waiting for staff | Use Start Step after its preceding requirements are complete. |
| Replace a link | People > Replace & Copy replaces the existing link; send the new link privately. |
| Correct submitted work | Use Review, select the affected item, enter Review note, then Request Changes. |

## Related guides

- [Classic Workflows](https://agencymesh.app/help/legacy-workflows.md)
- [Process Workflows](https://agencymesh.app/help/process-workflows.md)
- [Send a standalone E-Sign request](https://agencymesh.app/help/e-signatures.md)