> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating Custom Processes

# Creating a Custom Process in Nekst

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

But sometimes you need to run a process that isn't tied to a real estate transaction. That's where **Custom Processes** come in.

## ${color}[#000000](What is a Custom Process?)

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

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 for your own checklist, timelines, and communication steps.

## ${color}[#000000](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."**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/add-new-market_1k4i6ph.png =800x550)

4. **Click "+ Create Custom Process."**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/create-custom-process_1qc4f2x.png =500x98)

5. **Name your process.**
* For **Alias**, choose a short one-word name (used with future integrations; you can change it anytime).
* For **Type**, choose the category this process falls under — most will be "Other."

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/custom-process-modal_1hsk27i.png =500x363)

| If your process is related to a Transaction, it's best to create a Workflow from the **Workflows** page and build it on top of a Market you've already added to your account.

# Adding Detail Boxes to a Custom Process

You can also add **Detail Boxes** to track any information you'll reference in your tasks, emails, or SMS messages. For example:

* **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 one to your Process.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/adddetail-box_y3pxul.png =500x169)

2. Choose a Name and Format for the Detail Box.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/detail-box-modal_13nviyq.png =500x318)

3. Drag boxes up or down to rearrange them. Detail Boxes formatted as "Long Text" must appear at the bottom for formatting purposes.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-08-27-at-50339_j2lh1t.png =800x596)

| Once created, these Detail Boxes can be inserted into your tasks or messages using SmartTags — keeping your process dynamic and personalized without retyping the same details.

4. Once your Detail Boxes are set, manage the Process further with the **Actions** dropdown:

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/detail-box-options_i8zxu6.png =400x330)

* **Update Process** — change the Name or Type.
* **Create Workflow** — creates a Workflow with the same name and a Standard Task for each "Date" Detail Box, giving you a head start.
* **Copy Process** — duplicate a process.
* **Archive Process** — removes it from your Custom Processes; the process (and any associated Workflows) no longer appears in dropdowns throughout Nekst.

# Building a Workflow for a Process

Once your important Detail Boxes are added, build a Workflow to add Tasks, Emails, and SMS Messages to your new Process.

1. **Build your workflow** — click **+ Create New Workflow** from the **Workflows** page.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/create-new-workflow_1tiz13d.png =800x314)

2. If you have more than one Market or Process, choose which one to associate with the Workflow.

3. Name the workflow.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/setup-workflow-for-custom-proc_1ujy06c.png =500x354)

4. Start adding custom Tasks, Emails, and SMS Messages (*SMS Tasks are available for Pro users only*).

## ${color}[#000000](How to Launch a Custom Process & Workflow)

Although your Custom Process may not relate to a real estate transaction, you launch it the same way — by treating it *like* a Transaction.

1. A Custom Process can only be launched as a **Manual Transaction**, since Nekst AI isn't trained on any paperwork associated with the process.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/manually-launch-custom-process_jyi3pe.png =800x211)

2. Choose a Name, select the Workflow, set Start and End Dates, and begin adding the Transaction.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/new-transaction-custom-process_fusqrj.png =500x471)

3. Work through the steps to adjust Key Dates and add Transaction Parties.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-08-27-at-43709_9jcjxr.png =800x364)

4. Once tasks are adjusted and parties added, click the green **Launch Tasks** button to start executing the Tasks, Emails, and SMS messages in your process.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-08-27-at-43721_1xn367i.png =800x648)

## 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.