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Procore

What email notifications are sent from workflows?

Answer

The Workflows tool sends out various automatic email notifications to users when certain events take place on a workflow. Some emails notify users of a specific action to complete and others are a digest containing the information of multiple notifications into a single notification.

The table details workflow details for a notification event.

Notification Event

Description

Recipient(s)

Email Delivery Time

Notes


Assignment Required

A current workflow step does not have an assigned responder.


Workflow Manager
Sent at the time of the notification event.  

Due Tomorrow


A workflow step is due in one (1) day.


Workflow Manager
Sent in a digest email at 7 AM in the local time zone of the project  


Error



An error has occurred during the process of completing a workflow.

 


Workflow Manager


Sent at the time of the notification event.
An error may occur when a value is missing on a field specified in a condition step in a workflow template. See What are the different types of steps in a workflow?


New Workflow Applied

A new workflow is applied to an item with a workflow that is already in progress.


Workflow Manager

Sent at the time of the notification event.
If a different workflow manager is assigned to the new workflow, only the new workflow manager is notified. 


Overdue Reminder


A response has not been submitted by the specified due of the current step in a workflow.

Assignee

&

Workflow Manager


Sent in a digest email at 7 AM every day in local time zone of the project.


Overdue Reminder emails are sent to Workflow Managers in the local time zone of the company


Step Assignment


A response is needed from a workflow member assigned to the current step.



Assignee



Sent at the time of the notification event.
If a recipient is going to be sent many 'Step Assignment' notifications at one time, emails may be delivered later in a digest email instead.


Workflow Completed


A workflow on an item has been completed. 



Workflow Distribution List

&

Notification Recipients



Sent at the time of the notification event.
The 'Workflow Distribution List' is set when configuring a workflow template in a tool's settings. See Configure a Workflow Template on a Project.

Workflow Restarted

Workflow managers are notified when a workflow has been restarted.


Workflow Manager
Sent at the time of the notification event.  


Workflow Step Information


A specific step in a workflow has become the current step. 



Notification Recipients

Sent in a digest email at 7 AM in the local time zone of the company
'Notification Recipients' are added to a workflow step in the Company Workflows tool. See Create a Workflow Template.