Routine Workflows

Do a job once in chat, save it, and run it again with one click. A Routine Workflow takes the actions for you, and you approve every one.

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Some jobs repeat every week: find the overdue invoices, keep the customers you can charge, charge them. A Routine Workflow turns that job into saved steps. Each time you run it, Alti works through the steps while you watch and stops for your approval before any action happens.

Need a report instead, with no actions? Use a Routine Report.

Workflows worth saving

Workflow	Steps
Charge what's overdue	List invoices more than 7 days overdue, keep only customers with a payment method on file, charge those invoices.
Chase missing payment methods	Find customers with no valid payment method, email each one asking them to add one.
Remind before the due date	Find invoices due in the next 7 days, send each customer a reminder.
Grow Auto-Pay	Find customers who have paid on time for the last six months, enroll them in Auto-Pay.

Create a Routine Workflow

1

Do the job once in chat

Ask Alti to do the work, step by step, the way you normally would.

2

Save it

Type / in the message box, or click the / button under it, then choose Save as a routine workflow. You can also type /save-routine-workflow directly.

3

Review the steps

Alti turns the conversation into steps in a Save this as a routine card. Steps that take an action carry a Writes badge.

4

Edit and name it

Edit or reorder any step. These instructions are exactly what will run. Name your workflow and click Save. If a step is unclear, Alti asks before saving.

5

Confirm it saved

A Routine saved card shows the name and how many steps need approval. Click Run it now, or View routines to find it later.

In your Routines list, Routine Workflows carry a Takes actions marker.

Run a Routine Workflow

1

Open your routines

In the left sidebar, click Alti, then Routines. Open the On-demand tab. Routine Workflows always live here, because they can't be scheduled.

2

Start the run

Click Run next to the workflow. Or click See details, then Run now. A new chat opens and the run begins.

3

Watch it work

A run card shows each step's progress, such as 2 of 3 done. Steps that only read data run on their own.

4

Approve each action

Every action stops on its own confirmation card. A charge across several customers asks once per customer. Decline one and Alti skips it and carries on with the rest.

5

Stop at any time

Click Stop. An action that is already submitted finishes, and nothing after it runs.

Shortcuts: Right after saving, click Run it now on the Routine saved card. From any chat, type / and choose Run routine to pick one. See Slash Commands.

Stay with it while it runs. Routine Workflows run only when you start them, and cannot be scheduled. Each confirmation card expires after a few minutes. While a workflow is running, the chat box only accepts approve, decline, or Stop.

While it runs

• A step that finds nothing moves on. Alti says nothing matched and starts the next step.
• Invoices that changed are left off. Invoices paid or voided since you saved the workflow never reach a confirmation card.
• One run at a time. If a workflow is already running, clicking Run again tells you a run is in progress.
• Daily limits apply. If a daily action limit is reached, the run stops. The limit clears the next day.

When a run stops

• Stop while a card is showing and that action counts as declined.
• Stop after an action was submitted, such as a charge, and it is not cancelled. The run shows as checking until Alti knows whether it went through, then stops.
• A stopped run is finished. Running it again starts at step 1, and steps that completed last time run again. Check the results before you rerun it.
• You get an email if it ends without you. If a run stops because a card expired, a daily limit was reached, an action failed, or something went wrong on our side, the person who started it gets an email listing which actions completed. There is no email when you click Stop yourself.
• Every run is kept. Open a run from the workflow's history to see each step's outcome and each action's result, such as completed, declined, expired, or failed.

What a workflow can and can't do

Can: charge invoices, create payment requests, email customers, schedule reminders and summaries, archive records, mark invoices paid, and set up Auto-Pay.

Can't: refund payments, create invoices or customers, tag or untag customers, submit feature requests, or create other routines. If you try to save one of these steps, Alti removes it and tells you why.

Limits

• Up to 10 steps per workflow, and up to 5 of those can take actions.
• 20 routines per person, Routine Reports and Routine Workflows combined.
• No resume. A stopped run doesn't pick up where it left off. Running it again starts at step 1.

Who can do what

• Members, Sub-Admins, and Administrators can create Routine Workflows.
• Approving an action follows your access level. Charging, payment requests, customer emails, reminders, and Auto-Pay need an Administrator or Sub-Admin. See Access Levels and What Each Role Can Do.
• If your role can't approve what a workflow does, Alti tells you before the run starts.
• A workflow runs as the person who clicks Run, under their access level, not as the person who created it. Every action is recorded with who approved it and who created the workflow.

Good to know

• Saved steps don't change. To change a workflow, do the job again in Alti and save it as a new one.

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