Adding More than One Workflow to a Transaction

Nekst lets you apply multiple workflows to a single transaction using a primary + secondary model. 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 when you have a core set of tasks (the primary workflow) and need to layer on tasks for specific scenarios — like adding a "Relocation Package" or "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 in any conflict with a secondary workflow.
• Secondary workflows: Their tasks are appended after the primary workflow's tasks. They can only populate Detail Boxes the primary workflow hasn't already claimed.
• All selected workflows must share the same Type and Market.

Adding Workflows When Creating a Transaction

When creating a new transaction (manually or via Nekst AI contract import), select your primary workflow and one or more secondary workflows before launching. All tasks merge into a single 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.

Adding a Workflow to an Active Transaction

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

Manual vs. Contract Import: In the Add Workflow modal, apply a workflow Manually or by Importing Information from a Contract (upload a PDF for Nekst AI to read).

Select Workflow(s): You can select multiple workflows here. Any conflicting Detail Boxes are resolved during the Launch phase.

Choosing Start and End Dates: Decide whether the new workflow uses your existing Start and End Dates or new ones. By default, Use Current Dates is checked and applies the dates from your current transaction. Uncheck it to set different dates for the new workflow.

Managing Existing Tasks: Choose what happens to your current tasks:

• Keep Existing Tasks — Your current tasks stay 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 launch wizard.

The 5-Step Launch Process

This is identical to setting up the initial transaction:

Step 1: Verify Contract Data — If you uploaded a PDF, Nekst AI extracts the key information and auto-populates your Detail Boxes. Otherwise, enter the information manually. Fields that already have a value from your existing workflow show that value — keep it or overwrite it.

Step 2: Review Task Groups — Remove any groups of tasks you don't need for this workflow.

Step 3: Review Key Date Tasks — Your first look at the contract deadlines. Nekst AI automatically adjusts these to match the dates from Step 1, marked with a green Sparkle icon. For manual setup, adjust these tasks individually.

Step 4: Review All Tasks — Review the full list of tasks being added.

Step 4A: Resolve Conflicts — If new Detail Boxes would replace existing ones, choose whether to keep the previous Detail Box or use the new values.

Step 5: Add Parties — Add any new team members or transaction parties.

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

Updated on: 05/29/2026