Start workflows based on specific triggers, such as form submissions, appointment bookings, or email opens. Below you can see an image of a few of those trigger options.

Choose from a wide range of actions, including sending emails, updating CRM records, or scheduling follow-ups. Below you can see an image of a few of those action options.

Build dynamic workflows that adapt based on specific conditions and route customers or actions differently depending on variables like lead status, customer preferences, or behavior. Below you can see an image of those conditional Logic options.

Create intricate workflows with multiple steps to handle complex processes and automate everything from lead nurturing to post-sale follow-ups.

Seamlessly connect workflows with third-party applications like CRMs, marketing platforms, and e-commerce tools. Use webhooks and APIs for advanced integrations and custom functionality.

Ensure workflows execute actions in real time for time-sensitive processes like appointment reminders or lead responses. Minimize delays in customer communication and engagement.

Access execution logs to track workflow performance and identify bottlenecks. Gain insights into which steps are most effective and where optimizations can be made.

Add notes at different workflow stages to provide team members with context or instructions. Keep your workflows organized and collaborative.

Build workflows of any complexity, whether you need a simple automation or a multi-step, multi-condition process. Scale workflows as your business grows and your needs evolve.

Our Workflow AI Assistant is your smart assistant when it comes to creating workflows. Ask anything automation/workflow related and you will get help.

Further Information about our Workflow AI Assistant is available in the Article “Overview: Workflow AI & Workflow AI Assistant”

The Workflows Tab serves as the central hub for creating, managing, and optimizing your automation workflows. As seen in the images, this tab provides a clear and organized overview of your workflows, allowing for easy navigation and management.

The Workflow List is structured into categories like All Workflows, Needs Review, Deleted, and a + Smart List option, offering a streamlined approach to monitor and manage the status of each workflow. 

Features such as Advanced Filters make it possible to quickly locate specific workflows by applying search criteria such as workflow name or trigger type.

Users can easily create new workflows through the Create Workflow button. From here, you can select a recipe template tailored for common business needs, such as lead nurturing, abandoned cart recovery, or missed call follow-ups. Alternatively, you can start building a workflow from scratch for a fully customized automation experience. Each recipe includes a detailed description of its purpose, making it simple to find the best starting point for your automation goals.

Additionally, templates such as "Recipe - Lead Nurture Using GPT History" or "Recipe - Shopify Order + GPT History" showcase the integration of AI-powered features, enhancing workflows with memory-based and dynamic actions. These pre-built recipes are especially useful for businesses aiming to implement advanced automation without starting from zero.

Each workflow provides tools to edit, rename, duplicate, or delete them, offering full control over your automation processes. The Table provides metrics such as Total Enrolled, Opened, Clicked, and more, enabling users to track the performance of workflows and identify areas for optimization.

This section allows you to manage your AI-generated content. It provides insights into the total words generated, variations, and transaction history. The tab supports various content types, including blogs, emails, and social planner materials, giving you full control over your content strategy. Here you can also see your Image AI activity. For more Information about the Content AI and Image AI Tool you need to read the Articles “Overview: Content AI” and “Overview: Image AI” located in the AI-Tools Category in the Docs.

This tab provides administrative controls for workflows. Here, you can configure email notifications for errors, pause workflows during specific timeframes, and adjust other overarching settings to ensure workflows align with your business needs.

The Builder Tab is your starting point for creating and customizing workflows. It allows you to configure Triggers, which initiate workflows, and Actions, which determine what happens next.

Triggers

Common triggers include events like "Order Placed" or "Contact Changed". As you can see in the Gif below there are many different kinds of triggers available. You add a trigger by clicking on the “+ Add New Trigger” section.

Actions

Actions range from sending emails to updating CRM details. In the gif below you can see our wide variety of different actions available. You add a action by clicking the “+” button wherever you want your action to be.

Conditional Logic

Utilize advanced Conditional Logic to create dynamic workflows that adapt to different scenarios. Features like "If/Else" branching, math operations, date formatters, and custom code allow you to tailor workflows precisely. This flexibility ensures that workflows can handle even the most intricate processes seamlessly.

Integration with Third-Party Tools (App Marketplace)

Leverage integrations with third-party tools available in the App Marketplace. Add external actions, such as connecting with Jira, Stripe, and much more to enhance the functionality of your workflows. This integration ensures seamless communication between platforms, boosting efficiency. There are also many extended options of triggers and actions for any scenario - for example a PDF Generator or QR Codes generator.

Notes

Add Notes to your workflows for clarity and collaboration. Use sticky notes for general reminders or action-specific notes for detailed instructions. Also use the General Workflow Notes.

Workflow AI Assistant

The Workflow AI Assistant is available to assist with building, analyzing, or optimizing workflows. Simply type your query, and the AI will guide you step-by-step. - Further Information about our Workflow AI Assistant is available in the Article “Overview: Workflow AI & Workflow AI Assistant”.

Version History

The Version History feature allows you to track changes made to your workflows over time. Restore previous versions when needed, ensuring you never lose progress. This is especially useful for teams managing collaborative workflow updates.

Test Workflow

The Test Workflow feature enables users to test workflows in a controlled environment before publishing. Select test contacts, run scenarios, and identify potential issues without impacting live data.

Save, Draft and Publish

The Save, Draft, and Publish options let you manage your workflow's readiness. Save progress as a draft for further editing or publish when ready for execution. These options ensure flexibility in workflow management. All of these options are located in the upper right corner of the Builder/Editor.

Zoom, “Fit to screen” and Minimap

Navigate the workflow builder effortlessly with zoom controls, the "Fit to Screen" feature for a comprehensive view, and a minimap for quick navigation. These tools enhance user experience and make managing complex workflows intuitive.

The Settings Tab is where you customize the core parameters of your workflow to ensure precision and adaptability. It includes options like Allow Re-entry, which lets contacts re-enter the workflow even if they’re already enrolled, making it ideal for recurring processes such as appointment reminders. The Allow Multiple Opportunities setting permits the same contact to enter the workflow multiple times for distinct opportunities, while the Stop on Response feature ensures the workflow halts if a contact responds to a message, enhancing user interaction. Under Communication Settings, you can specify a Timezone for accurate execution times and define a Time Window to restrict actions outside designated hours. Additionally, you can configure Sender Details for emails and SMS messages, ensuring consistency in communication, and use the Mark as Read feature to automatically streamline message management. These settings provide full control over workflow behavior, making it adaptable to a wide range of scenarios.

The Enrollment History Tab provides an insightful overview of all the contacts who have entered a specific workflow. It includes crucial details such as the contact's name, the date and time they were enrolled, their current action status, and the next scheduled execution. Filters at the top of the tab allow users to customize the view by date range, event type, or specific contacts, making it easier to track workflow engagement.

Additionally, for deeper analysis, the tab features a "See Contact Execution Path" option. This feature offers a visual representation of the exact steps the contact has taken within the workflow, as shown in the detailed flowchart. This allows users to identify bottlenecks, errors, or skipped steps to optimize workflow efficiency. This tab is an essential tool for monitoring and improving workflow performance based on real-time data.

The Execution Logs Tab provides a comprehensive history of all actions performed within a workflow. It displays detailed information such as the contact involved, the specific action executed, the status of the action (e.g., executed, waiting, or finished), and the exact time of execution. The logs are presented in a structured table format, making it easy to monitor and analyze workflow performance.

A key feature of this tab is the ability to view detailed information for each action by selecting the "View Details" option. This opens a panel with granular event details, including the action performed, event status, the source of execution (e.g., Slack Message), and associated metadata. This level of detail is invaluable for troubleshooting and understanding the specific outcomes of each workflow step.

Filters at the top allow users to refine the log view by date range, action type, status, or contact, ensuring efficient navigation and targeted analysis. The Execution Logs Tab is an essential tool for maintaining transparency and optimizing workflow effectiveness.