March brought several powerful updates to Valuecase, all aimed at making your workflow more efficient and your customer spaces more flexible.

✅ Automate with Workflows (Beta)

Workflows are now available in beta. This feature lets you automate tasks inside your Valuecase Spaces, such as:

• Unlocking content based on customer actions (e.g. completing a task or submitting a form)
• Sending automatic reminders when a Space goes inactive
• Instantly notifying internal or external stakeholders when a form is submitted
  

Workflows are already being used in live accounts. While the feature is stable, we’re continuing to refine the experience—your feedback is welcome.

✉️ Templated Email Notifications

Email notifications are now easier to manage. Instead of setting them up individually for each Space, you can define default notifications at the template level.

To enable:

1. Open a template and go to Settings
2. Select Email Notifications from the sidebar
3. Toggle on your preferred defaults
   

All new Spaces created from this template will use these settings by default—helping you streamline communication.

🎨 More Customization, Better CRM Sync, and Smarter Filters

A few smaller—but impactful—improvements also went live:

• Define custom text colors in Company Settings (available in the text editor)
• Collect visitor emails by default via templates
• Improved dashboard filters across views
• Added columns in the Space list (especially useful for tracking action plans)
• Enhanced CRM sync: more data from mutual action plans is now sent automatically (e.g. open tasks, latest milestones)
  

We’re continuing to iterate on these features and would love your input.