Browse guides
Workflows
Let IQ Entities run the recurring work for you: collect information, chase replies and act on what comes back.
Getting started with workflows
- Describe a workflow to IQDescribe a routine your team does by hand, answer what IQ asks, and open its draft in the builder to review before saving.
- Ask for information in a workflowAdd a Request information step that emails a person for documents or an answer, and check their reply before the workflow carries on.
- Choose when a workflow runsSet a workflow to run when someone starts it, on a schedule, before a deadline, when something changes, or when a document arrives.
- Add the steps of a workflowAdd, set up, reorder and test the steps of a workflow in the builder, and quote earlier results with Insert data.
- Get approval in a workflowMake a workflow pause until a person approves, choose who is told, and approve or reject the paused run.
- Repeat steps for each companyFind the companies to work on, stop when there are none, and repeat steps once for each company found.
- Run a workflow and follow itStart a workflow for a company, watch each step on the run page, and find out why a run waited, failed or stopped.
- Change or pause a workflowEdit a saved workflow without disturbing runs under way, switch a paused one back on, stop it starting on its own, or delete it.
Workflow recipes
- Follow up a new director's appointmentA workflow that asks each newly appointed director for their Companies House personal code, then gives you the task to save it and file.
- Collect changes before the confirmation statementA workflow that asks for the year's shareholder changes a month before each confirmation statement falls due, then raises the task to update the registers.
- Set up a newly added companyA workflow that raises the same set-up tasks for every company added to IQ Entities, newly incorporated or acquired, and tells the team.
- Collect gifts and hospitality declarations quarterlyA scheduled workflow that asks for the quarter's gifts and hospitality declarations, chases until they arrive, and raises the task to record them.
- Prepare the pack for a board meetingA workflow that starts when a board meeting is scheduled, raises the agenda task, collects the management accounts, and holds the pack for approval.
- Act on a letter emailed inA workflow that has IQ read each document emailed in and, when it sets a deadline, gives you a task to answer it.