Session Spotlight | Getting Started with Teslar Workflows

Strong workflows create stronger operations. This session introduces the core building blocks of Teslar's Workflow & Forms Automation tools, showing attendees how workflows improve efficiency, visibility, and consistency across everyday processes.
Session: Getting Started with Teslar Workflows

Speakers: This session will be led by Rachael Morrison, SVP of RevOps, and Owen Cook, Modules Specialist.

Who Should Join: This session is for anyone who is new to Teslar Workflows or looking to strengthen their understanding of Workflow & Forms Automation.

This breakout session will introduce the fundamentals including workflow logic, routing, notifications, and reporting. Attendees will also see how Teslar pulls data from the core, automatically routes forms, indexes documents, and supports more efficient processes across the organization.

Attendees can expect to walk away with:

• A better understanding of workflow logic, routing, and notifications
• Insight into how Workflow & Forms Automation improves efficiency, visibility, and consistency
• The knowledge to begin building and using common workflow types in Teslar

Every efficient process starts with a strong foundation. This session is designed to help attendees build confidence with Teslar Workflows while gaining a better understanding of the tools that keep everyday operations moving.

Join Rachael and Owen at TUNE to see how Teslar can help simplify repetitive tasks, strengthen collaboration, and create more efficient processes across your institution.