Automations describe an event and an action: when a job or task reaches a status, or a date arrives, put someone on it, notify someone, record a date, message the client, create a job from a template, or set the job’s status.

A saved workflow describes a wider sequence of stages. Some existing records still carry those settings, and events such as document approval, a completed task, or a payment can still trigger their saved behavior.

There is no separate workflow library or Automation step to configure while creating a proposal or job. Removing those screens does not remove saved settings from records already in use.

To set up rules on a job or a task, see job and task automations.