Run a client workflow
A workflow run is your repeatable client process made live: onboarding, monthly close, a project delivery. You start it for a specific client and Klient advances it as the real events happen.
Stepslink
- 1Open Workflows and start a run from one of your workflow templates, picking the client it is for.
- 2The first step activates immediately; steps waiting on the client are marked as such.
- 3Watch progress on the run — each completed step advances the next pending one and updates the progress percentage.
- 4Give time-sensitive steps a due date: the hourly SLA monitor flags overdue steps as breached, logs it, and notifies the workspace owner.
What completes a steplink
- check_circleDocument-request step ← the client uploads the file.
- check_circleApproval step ← the linked contract is signed.
- check_circleInvoice step ← the invoice is paid.
- check_circleTask step ← the task is completed.