Reusable Step Library

Create and curate reusable steps—with instructions, fields, tags, and rules—that teams can insert into workflows to ensure consistency and speed.

• Consistent SOPs: One approved version used across workflows.
• Faster building: Drop in common steps like “Verify Identity” or “Notify Customer.”
• Easy updates: Edit once in the library; all workflows using it update automatically.

How to use: Create steps in the library and add them to workflows via Add from Library. Only admins can create library steps.