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Workflows overview

Automate work in Hive with When triggers and Then operations.

Written by Ellen Kajca

Workflows lets you automate repeatable work in Hive. Build a workflow with a When trigger and one or more Then operations so Hive can update actions, notify people, run Buzz jobs, and more — without manual follow-up.

Open the Workflows app from the left sidebar (or Apps) to create and manage workflows.


Creating a workflow

Each workflow has two parts:

  1. When (trigger) — the event that starts the workflow

  2. Then (operations) — the steps Hive runs after the trigger (and any conditions) match

When — common triggers

Examples of triggers you can use:

  • Assignee changes

  • Status changes

  • Action is created

  • Action is updated

  • Label is added

  • Button is clicked

  • Arrives in column / Arrives in project

  • Proof approval status changes

  • On a schedule

  • Form is submitted

  • Email received

  • Message / Slack message

  • API Request

  • Salesforce event

  • Project is updated

Some triggers are feature-gated (for example meetings, CRM, tables, file library, or timesheets) and appear when those apps are enabled. Some triggers must be used alone and cannot be combined with other trigger types.

Then — common operations

Examples of operations you can run:

  • Create new action / Add new subaction / Duplicate action / Archive action

  • Change assignee to / Change project to / Update section to / Update status to / Update urgency

  • Add a label / Create label / Remove a label

  • Apply action template / Update due date / Remove due date

  • Add as follower / Remove follower / Add card to sprint

  • Archive project / Create project from template / Create baseline snapshot

  • Send an email / Post to Slack

  • Give Buzz a job / Run a snippet / Generate creative draft

  • Enroll in sequence / Score action

Available operations depend on your plan and enabled apps. Send an email and Post to Slack require a paid plan.

Send an email

  • Enter a subject and body (message).

  • Optionally link the related action in the email.

  • Type an email address, or use tokens such as Created by, Assignee, or project members — useful for emailing the person who submitted a form.

Give Buzz a job

Buzz is Hive's AI assistant. In a workflow, you can give Buzz a job such as:

  • Create a summary

  • Deadline digest (upcoming / overdue follow-up emails)

  • Custom job (your own prompt)

Give the job a title and write a clear prompt about what Buzz should do.

From the workflow's three-dot menu, you can:

  • Enable / Disable the workflow

  • Edit the workflow

  • Change the title

  • Duplicate the workflow

  • View runs

  • Add / move to folder

  • Archive the workflow

  • Delete the workflow — deleted workflows cannot be restored


Workflow examples

  1. Remove the due date when status becomes Blocked — Trigger: Status changes to Blocked. Operation: Remove due date.

2. Deadline digest

Use Give Buzz a job → Deadline digest to email users based on how close actions are to their due dates, supporting proactive follow-up.


Video overview


Workflow Manager

Use Workflow Manager for a workspace-wide view of workflow runs.

Each run shows its timestamp, status, and who (or what) triggered it. Use Configure filters for status, date range, and workflow. Note: the runs list typically shows Completed and Failed runs (skipped runs may not appear).


FAQs

Is Workflows free for all plans?

Workflows is available as a Hive app. Activity (active workflows and execution runs) is limited by subscription type. Some operations — including Send an email and Post to Slack — require a paid plan.

Can I make my Workflow private?

No. At this time, workflows are visible and accessible to workspace members.

Who can edit workflows?

Only workspace admins and the original creator can edit a workflow.

What happened to Workflow Buttons?

You can use the Button is clicked trigger in Workflows. Existing buttons continue to be stored and edited in the Workflow Buttons app.

How is this different from Hive Automate?

Workflows is Hive's native automation builder for triggers and operations inside Hive — including many first-party integrations such as Slack, Salesforce, email received, and API Request.

Hive Automate is the recipe-based platform for deeper multi-app integrations and more complex cross-system automations outside Hive's native Workflows surface.

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