Adding More than One Workflow to a Transaction

Nekst allows you to apply multiple workflows to a single transaction using a primary + secondary workflow model. You can select a primary workflow plus up to 5 secondary workflows when creating a transaction, or add secondary workflows to an already active transaction.

This is ideal for situations where you have a core set of tasks (primary workflow) and need to layer on additional tasks for specific scenarios — such as adding a "Relocation Package" or a "Custom Agent Tasks" workflow alongside your standard buyer workflow.

How It Works

• Primary workflow: Your main workflow. Its tasks appear first, and its detail box values take priority when there are conflicts with secondary workflows.
• Secondary workflows: Additional workflows whose tasks are appended after the primary workflow's tasks. Secondary workflows can only populate detail boxes that haven't already been claimed by the primary workflow.
• All selected workflows must share the same Type and Market.

Adding Workflows at Transaction Creation

When creating a new transaction (manually or via AI contract import), you can select your primary workflow and one or

more secondary workflows before launching. All tasks from every selected workflow are merged into a single task list:

1. Primary workflow tasks appear first, in their original order
2. Secondary workflow tasks follow, grouped by the order you selected them
3. Each task is labeled with its source workflow name so you can see where it came from

5-Step Process to Applying an Additional Workflow

From the Transaction page, click the "Add" button and select "Workflow" from the dropdown menu.

**Manual vs AI Setup: **In the Add Workflow modal, you can choose to apply a workflow "Manually" or by "Importing Information from a Contract", which will allow you to upload a PDF file with contract information.

**Select Workflow(s): **A user can select multiple workflows during this step. Any conflicting tasks with Detail Boxes will be determined during the Launch phase.

**Choosing Start and End Dates: **It is important to determine if this new workflow is using the existing Start and End Dates or relying on new ones set by the user. By default, "Use Current Dates" is checked and the Start and End Dates from your current transaction are applied.

Uncheck this box if you need to set different Start and End Dates for the new workflow.

**Managing Existing Tasks: **Choose what should happen with your existing tasks:

• Keep Existing Tasks — Your current tasks stay on your to-do list alongside the new workflow's tasks
• Delete Existing Tasks — Removes all active tasks before the new workflow's tasks are applied

Click "Continue" to begin the 5-step setup wizard.

Five Step Launch Process:

Once you begin applying a workflow using the 5-step launch process, the setup is identical to the process when setting up the initial transaction.

**Step 1: Verify Contract Data - **If you uploaded a PDF contract, the AI will extract key information and auto-populate your detail boxes. If no contract was uploaded, you can manually enter information into each detail box. Any fields that already have a value from your existing workflow will show the current value — you can keep it or overwrite it with new information.

Step 2: Review Task Groups - Remove any groups of tasks that are not necessary for this workflow.

**Step 3: Review Key Date Tasks - **This is your first look at your important "Contract" deadlines. AI will automatically adjust these tasks to match the dates in step 1, as indicated by a green sparkle icon. For manual setup, the user will need to adjust these tasks individually.

**Step 4: Review All Tasks **- Review the full list of tasks being added from the new workflow.

**Step 4A: Resolve Conflicts **- If tasks are being applied with new Detail Boxes that will replace the previous Detail Boxes, you are given a choice to Keep the previous Detail Box or incorporate the new values.

**Step 5: Add Parties - **Add any new team members or transaction parties to the transaction.

Once you complete the wizard and launch, the new workflow's tasks are appended to your transaction.

Updated on: 03/31/2026