Writing a workflow from an empty list is how workspaces end up with three rules that half-work. Start from a preset, a bundle of ready-made rules you apply in one click, and then take away what your studio doesn’t do.
Which one fits
| Preset | Pick it when |
|---|---|
| Video Production | You run a full pipeline: script, shoot, edit, internal review, client review, delivery |
| Agency | Work runs briefing → creation → internal approval → client approval, with no shoot |
| Simple | Small team, no subtask chain, you just want the timer, review and blocker rules |
| No automations | You already know exactly which rules you want |
Studios that shoot their own material usually want Video Production, and studios that finish material somebody else shot usually want Agency. If you are unsure, take Simple: it gives you the review and blocker rules, which are the ones you would have written anyway, and nothing that creates subtasks behind your back.
Two kinds of preset, two behaviours
This one trips people up, so it is worth stating plainly. An automation preset adds its rules to whatever you already have, so applying a second one leaves you with both sets. A blocker preset replaces every blocker you already have.
The risk is therefore different in each place. With automations it is accumulation: two rules quietly fighting over the same status because they came from two presets. With blockers it is loss, so read the list before applying one.
If you want a genuinely clean slate for automations, clear the list first. The delete button sits next to the Add preset… dropdown.
Then trim
Applying is the easy half.
- Apply the preset.
- Run one real task end to end: create it, upload a cut, send it to the client, get an answer.
- Watch where the task lands after each step. Anything that fired at a moment you didn’t want, turn Active off.
- Anything that didn’t fire but should have, add as one rule.
Do this on one task before the whole team depends on the board. Trimming a preset with twelve live tasks running through it is a much worse afternoon.
Note: Once applied, a preset’s rules are ordinary automations. You can open any of them and change which status it sets, swap the blocker, or switch it off, so you are never stuck with the bundle as shipped.
What’s next
The automations worth building first covers the handful of rules to add on top.