Creating a Custom Process in Nekst

Nekst comes pre-loaded with Market Workflows that match the real estate contracts for your Market. These are the fastest way to get up and running with listing and purchase transactions.

But sometimes you need to run a process in your business that is not related to a real estate transaction. That’s where Custom Processes come in.

What is a Custom Process?

A Custom Process is a workflow you design yourself, independent of the pre-built Market workflows.

You might use a Custom Process for:

• Onboarding a new team member
• Post-closing client follow-up
• Marketing campaigns for your business
• Property management or investment-related tasks
• Any repeatable process that isn’t associated with a real estate contract

Think of it as a blank canvas where you can build your own checklist, timelines, and communication steps.

How to Create a Custom Process

1. Log in as the Account Owner or an Administrator
2. Go to “Settings” in the left-hand menu.
3. Select “Markets & Processes.”

5. Click “+ Create Custom Process”

6. Name your process.

For Alias, choose any short 1-word name to describe the process. This might only be used with future integrations. This can be changed at any time in the future.

For Type, choose which category this process would fall under. Most will likely be "Other"

Adding Detail Boxes to a Custom Process

When building a Custom Process, you can also add Detail Boxes. Detail Boxes let you track any piece of information you’ll want to reference inside your tasks, emails, or SMS messages.

For example, you might add:

• Dates – Client Birthday, Marketing Launch Date, Lease Renewal Date
• Currency – Gift Budget, Deposit Amount, Marketing Spend
• Text – Notes, Service Provider, Special Instructions

1. Click ( + Add Detail Box ) to add a Detail Box to your Process

2. Choose a Name and Format for the Detail Box

3. You can rearrange your Detail Boxes by dragging each box up and down. Those Detail Boxes formatted as "Long Text" must appear at the bottom for formatting purposes.

4. Once you've setup the Detail Boxes for your Process, you have several options to manage the Process further using the ( ACTIONS ) dropdown.

• Update Process - use this option to change the Name or Type associated
• Create Workflow - This will create a Workflow with the same Name as the Custom Process and create Standard Tasks for each Detail Box that has the "Date" format associated, to give you a headstart towards building a workflow
• Copy Process - makes it easy to duplicate a process
• Archive Process - will remove this from your list of Custom Processes and the the particular Process (and any associated Workflows) will no longer appear in dropdowns throughout Nekst.

Building a Workflow for a Process

Once you have added any important Detail Boxes, you can begin building a Workflow to add a series of Tasks, Emails and SMS Messages to your new Process.

1. Build your workflow - click (+ Create New Workflow ) from the WORKFLOWS page.

2. If you have more than 1 Market or Process, you can CHOOSE which Market/Process you want to associate with the Workflow.

3. Choose a Name for the workflow.

4. From this point, you can begin adding custom Tasks to create your list of To-Dos, Emails & SMS Messages (SMS Tasks only available for Pro Users)

How to Launch a Custom Process & Workflow for a Transaction

Although your Custom Process may not be related to a real estate transaction, we still follow the same path for Launching a workflow for a Custom Process by treating it like a Transaction.

1. Custom Process Transaction can ONLY be launched as a MANUAL TRANSACTION since there our AI will not be trained on any paperwork you have associated with the process.

2. Choose a Name, Select the Workflow, Start and End Dates and begin the process for adding the Transaction.

3. Work across the steps for adjusting Key Dates and Adding Transaction Parties to the process

4. Once you have adjusted tasks and added appropriate Transaction Parties, click the green LAUNCH TASKS button to begin executing on the Tasks, Emails and SMS messaging associated with your process.

Tips & Best Practices

• Keep it simple first. Start with a small checklist and build as you go.
• Use SmartTags. Even in Custom Processes, you can personalize emails and texts automatically.
• Think beyond contracts. Use Custom Processes for marketing, recruiting, or any repeatable project in your business.

Updated on: 08/28/2025