A refund request, a sales quote and a handoff from Sales to Operations have one thing in common: they all have more than one step, and more than one person involved. Until now, Sinan tracked each of them as a single open task. That worked, but it meant the in-between parts — has the customer answered the quote yet? did Operations ever pick up what Sales handed off? — lived nowhere in particular. Someone had to remember to check.
We built Workflows to fix that. The three jobs above now move through a small, visible sequence of steps instead of one open-ended item.
What this looks like
- Customer refund: the request, the check, and the approval are separate steps you can see move along, not one task marked done at the end.
- Sales quote: once a quote goes out, Sinan tracks whether the customer has answered it, instead of the quote disappearing into a sent-and-forgotten pile.
- Sales to Operations handoff: when one department passes something to another, that handoff is now a step of its own, so it can't quietly fall through the gap between the two.
Each step that is waiting on someone now comes with a reminder, so a quote nobody answered or a handoff nobody picked up doesn't just sit there until you happen to notice.
What hasn't changed
The part of this we care most about hasn't moved: anything that can't be undone still waits for your tap. Workflows doesn't change who approves a refund — it changes how visible the steps leading up to that approval are. Sinan is not deciding to refund a customer on its own; it's keeping track of where a refund request actually is, so that when it reaches you, you're approving something that's been handled properly, not something that's been sitting for three days because nobody remembered to follow up.
That distinction matters to us because it's the same one we make everywhere else in the product. Sinan can do the legwork — checking an order, drafting a quote, flagging that Operations needs to pick something up — but the step that can't be taken back is always yours. Workflows just means the legwork is organized instead of being one big task with an unclear middle.
What's there today
Right now there are three workflows: customer refunds, sales quotes, and the Sales-to-Operations handoff. We're not promising a long list of others yet — we built these three because they're the ones where a step quietly going stale costs you the most, either in a customer's patience or in a sale slipping through a gap between departments. If that's useful, more will follow the same shape: steps you can see, reminders when something is waiting, and your approval on anything irreversible.
If you've ever lost track of whether a quote got answered, or whether a refund request from last week actually made it to a decision, this is for you. Nothing about how you approve things has changed. What's changed is that the waiting no longer happens somewhere you can't see it.