Learn Workroomly.
Short lessons and guided paths for your everyday work.
What do you need the business to do better?
Choose the motion under the most pressure. We’ll take you from the operating problem to a working Workroomly flow.
Solve one workflow. Understand the system around it.
55 lessons
Roll out your workroom to a small team
Start with one real workflow, help a small team use it successfully, then expand with fewer surprises.
Open lessonPrepare your starting records
Bring a small, useful set of records into your workroom without confusing names or unnecessary duplicates.
Open lessonFind an activity in the audit log
Use the audit log’s filters to narrow down who performed an action and when.
Open lessonCheck your domain and email setup
Find your workroom’s plan, domain status and email prerequisites before setting up business mail.
Open lessonCheck a teammate’s access
Help a teammate confirm that they can open the work they need without giving them unnecessary permissions.
Open lessonCheck your CRM space and pipeline
Confirm where your team works and understand the stages an enquiry or deal should follow.
Open lessonCreate a custom role
Create a named role from a starting permissions preset, then review what that role allows before assigning it to people.
Open lessonUnderstand roles and member access
Find who belongs to your workroom and understand what their roles allow them to do.
Open lessonPlan a simple workflow before automating it
Define the trigger, inputs, decision and intended result for a small, understandable automation.
Open lessonAsk CoBrain for the right kind of help
Distinguish writing, finding information and taking action so your request produces the result you need.
Open lessonUse Pulse to choose what needs attention
Find an item that needs your attention and check the underlying work before deciding what to do.
Open lessonDefine a useful business measure
Turn a broad question into a measure your team can calculate and understand consistently.
Open lessonThe lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.