You can automatically reveal a hidden block or page in your Space once a customer completes a task, finishes a milestone, submits a form, or completes an entire action plan. This helps you guide customers through a structured journey without overwhelming them with information upfront.
This article shows how to set up page visibility automation. It's part of our Workflow engine - for all details go here.
How Block / Page Unlocking Works
Blocks / Pages controlled by automation are hidden by default. They remain invisible until the trigger condition is met; for example, when a specific task is marked as done or a form is submitted.
If you want to unlock multiple blocks / pages based on the same trigger, you can select them together in one workflow. If different triggers should unlock different blocks / pages, create separate workflows.
Setting Up a Block / Page Unlock Trigger
Open the template you want to use and navigate to Settings (via the left-hand sidebar)
Go to the Workflows tab
Click "Add New Workflow" in the top-right corner and create a Workflow from Scratch
Select any of the available triggers, e.g., Task completed
Choose Show page(s) or Show Block(s) as the action.
Select the block(s) / page(s) you want to unlock.
These blocks / pages are hidden until the automation runs.
Save the workflow.
Optional: Notify the Customer When a Block / Page Unlocks
You can automatically show a notification when new content becomes available.
This notification appears as a small pop-up that the customer must acknowledge before continuing.
To enable it:
In your workflow action, enable Show notification.
Enter a custom message, e.g., “New content has been unlocked in your onboarding portal.”
Once the trigger event occurs, the notification appears and the newly unlocked block / page is revealed.