QA & final edits of the entire User Guide released this morning (#15245)

2025-10-23 10:14:27 +02:00
parent c395fed26a
commit 23ae9e5192
42 changed files with 209 additions and 475 deletions
@@ -23,7 +23,7 @@ Let's explore examples of what's possible before diving into the how.

 ## 1. Internal Automations

-Your CRM is only helpful if the data is up to date — but no one likes updating it. Use workflows to automate low-value, repeatable tasks and keep your team focused on what matters.
+Your CRM is only helpful if the data is up to date, but no one likes updating it. Use workflows to automate low-value, repeatable tasks and keep your team focused on what matters.

 Examples of what you can automate internally:
 - **Data management**: Auto-flag personal emails, lead assignment, data validation
@@ -58,7 +58,7 @@ As you start building workflows, keep these tips in mind:
 - **Leverage previous step data**: You can use fields from records returned by any previous step in your workflow
 - **Start simple**: Begin with basic workflows and add complexity over time as you become more comfortable with the system
 - **Plan before building**: Map out your workflow logic before you start building to avoid getting stuck halfway through
- **Use branches wisely**: After a "Search Records" step, create branches to handle both "update existing record" and "create new record" scenarios, then merge the paths back together
+- **Use branches wisely**: After a `Search Records` step, create branches to handle both "update existing record" and "create new record" scenarios, then merge the paths back together


 ## What we're working on