Workflows now has its own home in Notessa. Easily find, run, and create consistent, repeatable deliverables across all your projects, all from one page in the left-hand menu.
We built this update around one idea: the work you repeat most should take the fewest clicks. Here’s what’s new.
What’s new
Workflows in the left menu. Workflows now has its own page, one click from anywhere in Notessa. The workflows you’ve used in your projects sit right at the top, with how many deliverables each has produced and when it was last run.
Explore every built-in workflow. The Explore section lists every built-in workflow, including lease abstract, rent roll, loan abstract, draw requests, waterfalls, stacking plan, and more. They’re grouped by category (Abstracts, Diligence, Construction, and Market), with a preview of each so you know what you’ll get before you run it.
Create your own. Build workflows for your team with your own instructions and steps, so everyone produces the same deliverable the same way, every time.
Ask follow-up questions. Every workflow run is a normal Ask Notessa chat, so you can keep digging into the result, check a number, or ask for a change without starting over.
Looking for your previous work?
The old Workflows page and the Abstract Templates page have been retired. Everything you created with them is safe: past results now live in Deliverables, marked as made with an earlier version of the workflow. Open one and click Update to re-run it with the current workflow on the same documents.
See it in action
Want a quick walkthrough of the new Workflows page? Just let us know and we’ll find a time that works for you.
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