Let’s turn a real, recurring task into something Workmore runs for you. We’ll use
a common one as our example, but follow along with a task of your own — the steps
are the same.
Our example: “Every Monday morning I pull last week’s new signups and email
the team a summary.”
Step 1 — Write down what you actually do
Before touching Workmore, describe the task the way you’d explain it to a new
teammate. Keep each step to one action:
- It’s Monday morning (that’s what kicks the whole thing off).
- Get last week’s new signups.
- Summarize them — how many, and a few highlights.
- Email that summary to the team.
That list is your process. Everything below is just giving each step a home in
Workmore.
If a step has an “and” in it, it’s probably two steps. Splitting them now makes
the rest easier.
Step 2 — Start the process with what kicks it off
Every process has a starting point — something that says “begin now.” Yours is
“it’s Monday morning.” In Workmore you’ll add a trigger for that: a step
that starts the process on a schedule. Set it to run every Monday.
A trigger is always the first step. Once it’s there, you have a place to hang the
rest of the work.
Step 3 — Add each step, in order
Now add one step for each line from Step 1, connected in sequence:
- Get last week’s signups — the step that fetches your data.
- Summarize them — the step that turns those rows into a short readout.
- Email the team — the step that sends it.
Each step hands its result to the next, so the summary step can use the signups,
and the email step can use the summary. You’re describing the same flow you do by
hand — Workmore just keeps the order.
Step 4 — Try it once
Run the process yourself, on demand, to watch it work end to end. You’ll see each
step happen in order and what it produced. If a step isn’t quite right, adjust
that one step and run it again — you’re not redoing the whole thing.
Step 5 — Let it run on its own
When the run looks right, publish it. From then on, the Monday trigger starts
it automatically and the team gets their summary without you lifting a finger.
That’s the whole point: the work still happens, but it’s no longer your Monday
morning.
Where to go next
You just used a few of Workmore’s building blocks — a trigger, some steps, a run,
and publishing. You don’t need to study them in the abstract; you’ll meet each one
again the moment a process needs it. Pick another task you repeat and map it the
same way.