Activating Your First Workflow

Your workflow is now live. The next time the trigger condition is met (e.g., a new client accepts your invitation), the workflow will execute automatically.

Verifying It Works

After activating a workflow, you can verify it's running:

• Activity Feed: Go to Workflows → Activity to see a log of every workflow execution, including the trigger event, matched client, and actions taken.
• Client Profile: Check the client's profile for the reminder or note the workflow should have created.

What Happens Next

Once your first workflow is running, explore the other templates or build a custom workflow from scratch. See Welcome Sequence Template and Custom Workflow Triggers for next steps.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.