Feature Updates

Dynamically Assign Fillable Fields in Workflows

Dynamically Assign Fillable Fields in Workflows

Dynamically Assign Fillable Fields in WorkflowsPrestige Rep Team
Published on: 01/19/2026

Documents & Contracts templates help you easily manage agreements with customers; they also provide the space for your team members to fill out their information when needed. Now, you can use workflows to assign these fields dynamically. Let's check how.

System Updates
AI Actions in Workflows

AI Actions in Workflows

AI Actions in WorkflowsPrestige Rep Team
Published on: 01/19/2026

We’ve improved the functionality of AI Actions and reorganized how they are spread in your workflow menu to minimize confusion between AI Builder Conversation AI settings and other AI-powered features in workflows. Let's check how it looks now.

System Updates
ClickUp Actions & Triggers in Workflows

ClickUp Actions & Triggers in Workflows

ClickUp Actions & Triggers in WorkflowsPrestige Rep Team
Published on: 09/22/2025

ClickUp helps you manage tasks, projects, and host information that you need to complete customer requests. Your CRM helps you manage the contacts you have with those customers, creating a smooth experience for them. Let’s learn how to use this update that connects both!

System Updates
Create Draft Documents Using Workflows

Create Draft Documents Using Workflows

Create Draft Documents Using WorkflowsPrestige Rep Team
Published on: 04/05/2025

Your Documents help you establish clear terms for customers with the help of automation can create a streamlined onboarding process. However, to help you ensure the customization is correct and ensure high quality, we’ve added a Draft feature to this action.

System Updates