Workflows are how Carerealm automates the routine work around the edges of care: chasing missed forms, escalating refusals, surfacing stale policies, posting to channels when something happens. Every workflow is three things stacked together: a trigger (the event that fires the workflow), one or more conditions (rules that decide whether to act), and actions (what to do).
A simple example
"When a diary entry is created in any area, if the diary text contains the word 'fall', post a message to the safeguarding channel."
Trigger:
diary.entry_createdCondition: diary text
contains"fall"Action:
notify.message→ #safeguarding channel
Where workflows live
Realm workflows — built and owned by realm admins at Admin → Workflows. Fire on events anywhere in the realm.
Area workflows — built by area moderators inside an area's Workflows app. Fire on events inside that area only.
Tip — Start small. Pick one repeatable, painful task ("I keep having to chase staff who haven't marked the new policy read") and automate just that one first. Once it works, add a second.