Start from Scratch Template

Build your own workflow in Coast. This template starts with a single workspace that has a Title field, a Status field (Open, In Progress, On Hold, Complete), a List view, and an External Form, so you can shape it into whatever your team needs.

Use Template
Riverside Ops
My Workflow
Work Orders
Locations
My WorkflowTitle and Status to start MRJLTKList ViewNew
AskSearchFilterSort
Title
Status
New card
Open
Add a card to get started

How to Use It

Start with the basics

Add the template, rename the workspace, and edit the Status options to match your process.

Status options4 options
Open
Open
In Progress
In Progress
On Hold
On Hold
Complete
Complete

Describe what you need to Coast AI

Tell Coast AI what you want to track, and it can add fields, views, checklists, and automations for you.

Ask Coast AI
Your requestTrack equipment rentals with a return date and a daily rate
Added 4 fieldsEquipment · Rented To · Return Date · Daily Rate
Added 1 viewDue back this week

Test and refine

Create a few records, adjust the fields and views, and invite your team when it works the way you want.

Equipment Rentals3 cards
Scissor liftDue back Mar 18
Open
Pressure washerDue back Mar 14
In Progress
JLInvite Jordan LeeMember

A Good Place to Try Coast AI

Start from Scratch is the easiest way to test Coast AI. Because the workspace starts nearly empty, you can see exactly what Coast AI builds from your description and change it as you go.

Use Template
Use Template