I would like to have a workflow rule that will add based on a blank important date.

I would like to set up Quarterly calls for some clients. I see the option for every 3 months on a specific day, that day of the month is a different day each time it comes up. I can't schedule for every 13 weeks, on a Monday so I can have a weekly call rotation set to show up every week. Can you add the ability to go beyond 11 weeks?

We'd like to establish an age based rule predicated on the year someone was born in order to trigger Workflows as someone approaches full retirement age. Their full retirement age is different depending on the year they are born (chart attached demonstrated this).

If we can figure something out there would also be a nice application for the revised RMD ages. Both of those applications are common enough it might be worth creating a formula for full retirement age and RMD. Otherwise I suppose you could put some conditional options on it and say if they are born in 1959 = 66 and 6 months; 1960 = 66 and 8 months, etc.

I would like to be able to view the upcoming Workflows for a client based on the Automation Rules in place. For example, if a Workflow has any age or important date rules, I would like to see on the Client Card which Workflows should be triggering for that client in the future (for the next year)

I would love to be able to add a tag based on the completion on a specific task. This will help me better A/B test email campaigns, etc.

It'd be great if you could set the completion of a task to trigger the update of an important client date or have the ability to update an important client date right from the task.

I'd like to be able to have clients automatically added to a workflow when I assign them a particular tag or stream. I don't want to have to wait for a rule to pull them in on a certain date. I just want all clients when we tag them with a particular tag to show up immediately into a workflow.

Be able to have workflows recur on the 1st Friday of the month, the first/last business day of the month, etc.

We would like to have the option to build a scheduling workflow that will add any clients with no 'Next Meeting' date to the workflow automatically using rules.

When I make changes to the Workflow rules, I'd that change to update the active clients in the Workflow and remove clients that no longer meet the rule.