> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring workflows

> How to adjust checklist steps, agent instructions and check criteria per organisation in the Workflows module.

In the **Workflows** module you define which steps the mory agent and your property managers go through for a case. This page shows how a step is structured and how to adjust workflows.

## Selecting the organisation

Workflows are configured per **Organisation** (organisation). At the top of the **Workflows** module, first select the organisation whose processes you want to edit. Different organisations can have different processes.

## Available workflows

| Workflow (German label)                                                 | Use                                        |
| ----------------------------------------------------------------------- | ------------------------------------------ |
| Mietereinzug (Tenant move-in)                                           | A new tenant moves in                      |
| Mieterauszug (Tenant move-out)                                          | Termination and move-out                   |
| Mieterwechsel (Tenant change)                                           | Combines move-out, listing and move-in     |
| Sanierung & Renovation (Refurbishment)                                  | Construction project on a property         |
| Objektvermarktung (Property marketing)                                  | Listing and tenant selection               |
| Beschlüsse der Eigentümergemeinschaft (Owners' association resolutions) | Implementing condominium resolutions       |
| Allgemeine Anfrage (General request)                                    | Requests without a dedicated workflow type |

## Structure of a step

Each step consists of these elements:

| Element                                     | Meaning                                                   |
| ------------------------------------------- | --------------------------------------------------------- |
| Number                                      | Position in the checklist                                 |
| Title                                       | Short label as it appears in the task checklist           |
| Short description                           | What is done in this step, written for property managers  |
| **Erforderlich** (Required)                 | Toggle: must the step be completed, or may it be skipped? |
| **Agentenanweisungen** (Agent instructions) | What mory should do in this step, in plain language       |
| **Prüfkriterien** (Check criteria)          | How mory recognises that the step is done                 |

## Editing steps

<Steps>
  <Step title="Open the workflow">
    Click a workflow in the list. The steps are shown numbered.
  </Step>

  <Step title="Edit a step">
    Open a step and adjust title, short description, the **Erforderlich** (Required) toggle, agent instructions or check criteria.
  </Step>

  <Step title="Insert or delete steps">
    Insert new steps at the beginning, between two existing steps or at the end. Delete steps you no longer need directly in the step.
  </Step>

  <Step title="Save changes">
    Save the configuration. The history shows who changed what and when, so you can trace earlier versions.
  </Step>
</Steps>

<Note>
  Changes to a workflow apply to all new tasks of this organisation. Tasks already in progress keep their existing checklist.
</Note>

## Import and export

A workflow configuration can be exported and imported into another organisation. This is how you align several organisations or back up a proven configuration.

## Tips for good agent instructions

* **Clear and specific**: Write what mory should do, not what it should avoid. For example: "Ask the tenant for the preferred handover date."
* **One goal per step**: If an instruction contains several goals, split the step.
* **Phrase work in other programs as a reminder**: Work done in ELO, ImmoTop, the BeWi dashboard or ImmoMig cannot be carried out by mory itself. Write, for example: "Remind the property manager to enter the personal data in ImmoTop."
* **Say when the step is done**: End with: "When the property manager confirms or skips, the step is complete." This keeps the step from staying open.
* **Check criteria you can see**: Phrase the check criterion so it can be recognised in the task, such as "A document of type rental contract is attached to the task."

<Tip>
  Keep titles short. They appear in the task checklist and in the **Mory AI** suggestion card.
</Tip>

## Related pages

* [Roles & permissions](/en/admin/roles-permissions)
* [Accounts, WhatsApp & agent](/en/admin/connected-accounts)
* [Data imports](/en/admin/data-imports)