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.

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.

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."

4. Click "+ Create Custom Process."

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."

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.

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

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

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

• 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.

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

3. Name the workflow.

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

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.

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

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

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.

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: 05/29/2026