video1.0<iframe src="https://www.loom.com/embed/d5ecc8ca6103423597115dc11195ba2a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d5ecc8ca6103423597115dc11195ba2a-aa53814fe2924d99.gif444.8This Loom demonstrates the Do-Lotto workflows feature and how it streamlines client care tasks through automation. It explains that workflows are organized into phases, with each phase containing tasks that can be manual checkboxes or automatic actions triggered by events, delays from the previous task, or gestational or baby age. The workflow dashboard supports editing workflow details, importing from internal templates, and pausing edits by disabling the workflow before changes are applied. It also covers how clients are pulled into phases based on labels and status (for example, lead status and a birth label), and cautions to avoid duplicate actions if clients are included in multiple workflows.