What Goes into a Step – Part 2

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Take your step configuration further by learning about due dates, expiration logic, and role-based notifications. These features are critical when building workflows for clients in compliance-heavy or time-sensitive industries.

Agency Takeaways:

  • Add time-based logic like due dates and expirations to workflows
  • Understand how to handle approvals, rejections, and conditional next steps
  • Improve reliability in workflows for healthcare, HR, or legal use cases

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