Remove Workflow Automation

Overview

This playbook covers how to remove an automation from a Workflow stage in Leadline.

→ See 113 - Workflows for full product knowledge on Workflow Automations.

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How Do I Remove a Workflow Automation?

1. Select the workflow you want to remove the automation from.
2. Click Automations at the top.
3. Find the stage that has the automation you'd like to remove and select it.
4. Click the red trash can icon in the top right labeled "Remove."
5. Click "Save."

The automation has been removed from that stage.

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Related Topics

113 - Workflows — Full product knowledge on Workflow Automations 1007 - Configure-Email-Automation — Instructions for configuring email automations 1008 - Configure-SMS-Text-Message-Flow-Automation — Instructions for configuring SMS Message Flow automations 1009 - Configure-Sync-to-ATS-Automation — Instructions for configuring ATS sync automations