Text the right person the moment a step is done

Add an SMS message to any step in your Workflow. When someone completes that step in a run, Manifestly sends a personalized text — filled in with details from the run — to a number you set or a phone number captured earlier in the run.

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Text Message
Today 9:41 AM
Acme Onboarding: the “Contract signed” step is complete. Kickoff for Northwind is now underway — details here: app.manifest.ly/r/8412
Delivered

Stop chasing people to say “it’s your turn”

Email gets buried and status pings get forgotten. A completed step often needs a fast, hard-to-miss nudge — to the next assignee, a customer, or an on-call tech. An SMS message on the step does it automatically, every run, without anyone remembering to.

Handled by hand
  • Someone has to remember to send the update
  • The message gets retyped — and worded differently — each time
  • A missed handoff stalls the whole run
Configured on the step
  • The text fires the instant the step is completed
  • Tokens fill in the run’s own details automatically
  • Every delivery is recorded in the run’s activity

Set it up once, and it sends on every run

1

Add an SMS message to a step

Open a step in your Workflow, choose Send messages, and add a text message. Set who it goes to and what it says. You can add more than one message — SMS and email — to the same step.

2

Personalize it with variables

Drop in tokens for run details, data collected during the run, and links back to the run. Each message is written once on the Workflow and reused by every run started from it.

3

Complete the step — it texts

The moment someone marks that step complete in a run, Manifestly resolves the tokens against that run and sends the text. The delivery is logged in the run’s activity feed.

A simple message, configured on the step

Two fields do the work: To and Body. Pick a country and type a mobile number, or reference a phone number collected in the run as a variable. Then write the message — use the insert variable helper to pull in exactly the tokens available to that step.

  • Send to a fixed number, or to a {{variable}} that resolves to a number in the run.
  • Text one recipient or several — separate multiple numbers with a comma.
  • Messages ride along when a Workflow is duplicated, exported, or shared.
Send SMS on step complete Step: Contract signed
To
US +1 {{Customer mobile}} insert variable
Body
{{organization.name}}: the “{{step.name}}” step is complete for {{run.title}}. Details: {{run.url}}
insert variable Save

Every text is written for that run

Tokens are placeholders that Manifestly fills in when the step is completed, using the data from that specific run. Reference the run’s title, the step, the current date, your organization, and any value someone entered in an earlier data-collection step — then let each run supply its own particulars.

{{run.title}} {{step.name}} {{run.url}} {{organization.name}} {{current_date.full}}
Message on step completion
What you write once
Hi {{Assignee first name}} — the “{{step.name}}” step on {{run.title}} is done. You’re up next.
What a run actually sends
Hi Priya — the “Contract signed” step on Northwind Onboarding is done. You’re up next.

Variables you can drop into a message

The insert variable helper lists exactly what’s available for the step you’re editing.

Run & system details

The essentials about the run and the moment it completes.

{{run.title}} {{run.due_date.full}} {{step.name}} {{current_date.full}} {{organization.name}}
Data collected in the run

Anything captured by an earlier data-collection step — including columns pulled from a Data Table selection.

{{Customer mobile}} {{Order number}} {{Customer.Region}}
Links back to the run

Give recipients a one-tap way to open, review, or check progress.

{{run.url}} {{run.summary}} {{run.percent_completed}}

Send to a number you set — or one the run captures

Hard-code a mobile number when the recipient never changes, like an on-call line or a dispatch desk. Or collect the number during the run — add a Phone Number data-collection field to an earlier step — and reference it as a token in the To field so each run texts the right person.

Earlier stepcollects the mobile To field{{Customer mobile}} Step donetext is sent
  • Delivers to US and Canada mobile numbers (+1), including Puerto Rico and the Dominican Republic.
  • If a number still contains an unresolved token, the text isn’t sent and the reason is recorded — no half-filled messages go out.
  • List several numbers, separated by commas, to reach a small group at once.
Run activity
Step completed — “Contract signed”
by Dana Ruiz · 9:41 AM
SMS sent for step
To: +1 (415) 555–0148
Body: “Northwind Onboarding: the ‘Contract signed’…”
Unable-to-send is logged too — e.g. an unresolved token or a rejected number — so nothing fails silently.

Where a step-completion text pays off

Handoffs between people

The next assignee shouldn’t have to watch the run to know it’s their turn.

Finish “QA sign-off” → the deployer gets a text: “You’re up next on Release 4.2.”

Customer updates

Keep the person outside your team in the loop at the milestones that matter.

Finish “Order shipped” → the customer’s captured mobile gets tracking details.

Field & on-call alerts

Some completions need an immediate, hard-to-miss ping to a phone.

Finish “Dispatch approved” → the on-call tech is texted the site and job details.

Step-completion SMS, answered

The moment the step it’s attached to is marked complete in a run. Manifestly resolves the tokens against that run and sends the message, then logs the delivery in the run’s activity.

Mobile numbers in the US and Canada (+1), including Puerto Rico and the Dominican Republic. You choose a country and enter the number, or reference a number collected during the run as a variable. Multiple numbers can be listed with commas.

Plain text plus tokens: run details (title, due date, links), the step name, the current date, your organization and department, and any value collected in an earlier data-collection step — including columns pulled from a Data Table selection. The insert variable helper shows what’s available for that step.

If the recipient number still has an unresolved token, the text isn’t sent and the run records why — so a message never goes out to a broken number. Any unresolved tokens in a delivered message are noted in the activity as well.

Yes. You can add several messages to the same step — both SMS and email — each with its own recipients and wording. They all send when the step is completed.

Yes. SMS messages are configured on the Workflow’s step, so they travel with it when you duplicate, export, or share the Workflow — and every run started from it inherits them.

Other Features

Design your process

Workflow Customization

Shape exactly how each workflow behaves — logic, data, timing, and documentation.

Workflow Versioning

Make changes and collaborate on workflow improvements in a private Draft, keep a stable Published version for your team, and maintain a full version history with restore.

Conditional Logic

Customize your workflows to conditionally hide or display workflow sections and steps based on data collection or the completion of a different step or section in the workflow.

Workflow Approvals

Add a required sign-off to any workflow step so work gets reviewed before it moves forward. Assign the person who owns the decision, hold the steps behind it until they approve or reject, and keep every decision on the record.

Relative Due Dates

Set expectations for when tasks are due and send notifications to users. Due dates are also utilized in our calendar integration.

Business Calendars

Attach a holiday calendar to a workflow to keep due dates and reminders off weekends and holidays. When a date lands on a day off, snap it to the next or previous business day — and move or skip recurring runs that fall on one.

Data Collection

Add data collection fields to your workflows. Users can enter data, choose from a list, upload images and files, and even collect signatures.

Data Tables

Keep reusable reference data in a shared table and pull it into your workflows. Choose a row in a run and Manifestly auto-fills the rest of that row into your other fields. An Enterprise feature.

Embed Links, Videos, and Images

Customize your workflow steps to add videos, images, and links to supporting documents to make them not only a list of what to do, but also a document of how a process should be done.

Workflow Automations

Set up one workflow to automatically create and assign another workflow when a specific step is completed in the original workflow.

Send a Customized Email on Step Completion

Customize an email to be sent when a step in your workflow is completed, providing real-time updates to the team.

Set Due Dates for Steps Based on Date Data Collection Fields

Use step data collection to drive due dates in your workflows, ensuring that deadlines are accurate and meaningful.

Subtasks

Define lightweight subtasks within a step to help your team follow a step-by-step process for completing a task.

QuickLists for Ad Hoc Tasks

Create lightweight, ad hoc task lists for one-off to-do items or collaborative team lists that don't require recurring workflows.

Organize with Tags

Keep your workflows and runs organized by using tags. Tags act as flexible folders to easily filter and find your tasks in Manifestly. Set up tags to track work by client, property, type of work, and more.

Manage your Standard Operating Procedures - SOPs

Create, edit, and publish your standard operating procedures. Keep your documentation updated and ensure everyone is using the most recently updated process documentation.

Send a Customized SMS Message on Step Completion

Customize an SMS message to be sent when a step in your workflow is completed, providing real-time updates to any phone number.
Delegate & automate

Assign and Automate

Get the right work to the right people, on schedule — automatically.

Schedule Recurring Runs

Schedule daily, weekly, or quarterly workflow runs to ensure recurring tasks are completed on time. Receive notifications on run activity, such as when a run has started.

Role-Based Assignments

Assign steps in your workflows to a role and then assign people to a role on a run-by-run basis, giving you more control over recurring assignments.

Automations with Zapier

Connect with 1,000+ apps using our Zapier app to automate data and workflow connections across platforms, ensuring seamless integration.

Import Runs

Import 200 workflow runs at a time using our spreadsheet importer. Set custom start and due dates, assign participants, add tags, Slack channels, and more.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run using the Initiator Role, streamlining role-based task delegation.

Display Assignments in a Calendar

Visualize and manage your tasks within a calendar to plan ahead effectively and stay organized.
Stay on top of it

Track Progress and Reporting

See what's done, what's late, and what's coming — across every run.

Calendar Integration

Manifestly integrates with both Microsoft Outlook and Google Calendar so you can view your assignments and upcoming runs within your regular calendar.

Bird's-eye View of Tasks

Track task progress and work on multiple runs all on one summary page that highlights assignments, late runs, and late tasks.

Customizable Dashboards

Customize your dashboard using as many dashboard "widgets" as you want to show exactly what you need to stay on top of for your organization's recurring tasks in Manifestly.

Reminders

Set up reminders on workflows or runs. Reminders can ensure your team does not miss deadlines in their assignments.

Reporting & Data Exports

View real-time reports of exactly what steps are done and what are left, with summary views across runs. Our data export feature gives you all the detailed data from your runs in a format easily imported into a spreadsheet or business intelligence tool.

Inbox

A single inbox page that consolidates your assignments, runs, and tasks. This unified view helps you stay organized, reduces the need to jump between screens, and makes it simpler to prioritize and manage your workload.
Governance & security

Govern, secure & prove it

SSO, granular permissions, and a complete audit trail — the controls enterprise teams need to run their work and prove how it was done.

Departments & Locations

Use departments to organize teams and workflows, as well as maintain security by keeping runs and activity private from your whole organization.

Permissions

Control access and abilities in the system using user permission roles. Admins, Users, and Limited Users all have different rights levels.

SAML SSO

Set up SAML SSO to control access to your Manifestly account. Manifestly supports Okta, Azure AD, Auth0, OneLogin, and Google SSO.

Guest Users

Invite external users to participate in workflows without requiring full accounts. Maintain security while allowing seamless collaboration.

Custom Branding

Create a branded environment by customizing your workspace with a company-specific logo. The logo appears in emails, guest run pages, and login pages.

Initiator Role

Automatically assign steps in the workflow to the person creating the new run with the Initiator Role, simplifying the setup and execution of recurring tasks.

Audit Trail

Every action — who did what, entered which data, and when — is captured in a searchable, permanent activity log, so you can prove exactly how work was run.

API & Webhooks

Full read/write access over the Manifestly v2 REST API plus webhooks, so Manifestly fits into your existing systems, provisioning, and reporting.
Collaborate & audit

Communicate

Keep the conversation — and a permanent record of who did what, and when — in one place.

Comments & Mentions

Collaborate with your team within a run without relying on emails or other communication methods. You can also add Manifestly directly to Slack.

Searchable Account Activity Logs

Every action taken — who completed a task, entered data, started and finished a run, and more — is stored in the cloud, forever, making it easy to audit who did what and when on previous runs and tasks.

Bulk Send of Reminders

With one click you can send out reminders to everyone working on a list of runs to help ensure your team completes tasks on time.

Trusted by organizations big and small for their recurring workflows

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Send a Customized SMS Message on Step Completion

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