Bulk Create is the fastest way to generate the same kind of workflow for many clients at once — for example, "VAT return for all our VAT-registered clients this quarter".

  1. Click Workflows in the sidebar.
  2. Click the three-dot menu next to Add Workflow in the top right.
  3. Choose Bulk Create.
  4. Pick the template (or existing workflow) to use as the starting point.
  5. Choose the service for the new workflows. The client list is filtered to clients who have this service assigned.
  6. Select the clients you want to generate a workflow for. Filter by display, search, or untick individuals you want to exclude.
  7. Set the shared fields that apply to all the new workflows — period, dates, owners, assignees.
  8. Review the planned workflows in the preview list.
  9. Click Create — one workflow is generated per selected client, each linked to the template's structure.

Generated workflows appear immediately in the workflows list and are also visible on each client's Workflows tab.

Tip: To generate follow-on workflows automatically (e.g. "after each annual return, create a tax filing"), configure related services in Settings > Services and use Bulk Related Services from the same three-dot menu.