Manage workflows via pipelines
How to set up pipelines, automate workflow steps and manage recurring jobs.
Set up pipelines
How to create and configure pipelines, statuses and automations.
Pipeline automation guides
How to automate workflow-related actions: tasks, statuses, job dates and assignees.
Set up job recurrences
How to create and manage recurring jobs in TaxDome.
Pipeline automation use cases
Real-world examples of pipeline setup for common firm scenarios.