# Start a Workflow

> Choose a plan, invite people, and finish each task.

Language: en-US. Product guide: https://agencymesh.com/help/customer-workflows/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Workflows](https://app.agencymesh.app/workflows/) for several customer or staff tasks. Workflows are separate from standalone E-Sign requests.

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## Choose a starting point

- [Saved Workflows](https://app.agencymesh.app/workflows/saved-workflows): click **Use This Workflow** to reuse a plan. [Build a reusable plan](/help/process-workflows/#process-saved-workflows).
- [New Workflow](https://app.agencymesh.app/workflows/new): build a plan for this customer. Follow [Create a Workflow](/help/process-workflows/#process-build-start).
- For a Classic Workflow, open [Templates](https://app.agencymesh.app/workflows/templates) or [Assign Workflow](https://app.agencymesh.app/workflows/assign). Follow [Classic Workflows](/help/legacy-workflows/).
- Only need PDFs signed? Use [Send an E-Sign request](/help/e-signatures/).

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## Start and send

1. Complete **Details**, add customer details in **People**, then assign work in **Tasks**.
2. In **Review & Start**, select an item under **Needs attention** to fix it. Click **Start & Send 1 Invite** (the count changes), or **Start Workflow** when no invite is ready. **Save Draft** lets you finish later.

To resume a draft, open it and choose **Review & Start**. Use **More > Edit Draft** to change it before starting.

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## Keep work moving

1. On [Workflows](https://app.agencymesh.app/workflows/), choose an office and status, then **Search**. The status cards also filter the list. Open the customer’s record.
2. Use **Set Up** for missing details, **Open Task** for staff work, or **Review** to approve work or request changes. Use **Start Step** when a step waits for staff.
3. In **People**, use **Remind** to send a reminder or **Replace & Copy** to replace a private link. **Activity** shows delivery results.
4. Use **Complete Workflow** when final review is ready. Share [Complete your tasks](/help/workflow-participant-experience/) with customers who need help.

Finishing setup in a started Workflow can send invitations. Share each private link only with its intended person.

## Related guides

- [Use Classic Workflows](https://agencymesh.com/help/legacy-workflows.md)
- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md)
- [Send an E-Sign request](https://agencymesh.com/help/e-signatures.md)