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Workflows is a no-code automation engine built into Yorlet. You choose what starts a workflow, then add the steps Yorlet should run — create a task, attach a note, send an email, send a letter, raise a maintenance issue, and more — without leaving the Dashboard. You can view and manage every workflow from the Workflows page.
Workflows is billed on a pay-as-you-go basis. The first 100 steps each month are free, then each step costs 2p. A step is one action that succeeds, such as sending an email or creating a task. Conditions, loops and failed actions are free. A monthly spend cap of £50 applies by default. See Usage and billing.

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Enable Workflows

Workflows is a pay-as-you-go add-on. Workflows only run while the Workflows plan is active. To enable it, follow these steps:
  1. Go to Your plans.
  2. Find Workflows and click Get started.
  3. Complete checkout.
Once enabled, you can create workflows from the Workflows page.

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How a workflow works

Every workflow has three parts:
  • Trigger — what starts the workflow. For example, a tenancy being activated, an invoice becoming past due, or a request from your own systems.
  • Steps — what happens next. Steps can be actions (create a task, send an email, send a letter), If / else branches, or For each loops.
  • Runs — each time the trigger fires, Yorlet records a run so you can see what happened.
Only Active workflows run. A workflow can be:
  • Draft — saved but not live. Use this while you are still building.
  • Active — published and running whenever the trigger fires.
  • Inactive — kept in your list, but it will not run until you click Activate.

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Get started

Create a workflow

Name a workflow, choose a trigger, add steps, and publish it

Triggers

Choose what starts a workflow — events, invoices, tenancies, or the API

Actions

Create tasks, notes, invoices, emails, letters, and more

Conditions and loops

Branch with If / else, or repeat steps with For each

Variables

Insert values from the trigger, earlier steps, and the time the workflow ran

Runs

See what a workflow did and troubleshoot failed steps

Usage and billing

See what counts as a step, track usage, and set a monthly spend cap