A workflow is a series of actions performed when a specific event occurs. For example, when a lead has shown interest in your product, you will need to take some action, such as sending them more information about your business or sending them a text message. With the help of automation, you create the actions to be performed by the system when a specific event occurs. It helps you streamline your business process, saves you a ton of time, and helps you manage your business more efficiently.

To get started, navigate to the Workflows tab inside the Automation section.

Create Folder #

To keep your workflows organized, start by creating folders. Click the Create Folder button, give your folder a name, and click Create. Your new folder will appear in the workflow list for easy access and organization.

Build using AI #

To start a workflow with the help of AI, click the Build using AI button. This will open the prompting menu for you to chat with the AI and build your workflow.

Create Workflow #

To begin a new workflow, click the +Create Workflow button. This initiates the workflow creation process, allowing you to set up automated actions.

All Workflows #

The All Workflows section serves as your homepage within the Workflow area, showing all workflows created by you and your team. Here, you can view, edit, or create new workflows.

Advanced Filters #

Use advanced filters to narrow down workflows based on specific criteria, making it easier to locate the ones you need without sifting through the entire list.

Copy Workflow History #

Here you can access and copy-paste workflow histories for reference or re-use, ensuring consistency in actions that have worked for you in the past.

Sort By Recent or List #

You can sort your workflow list by the most recent updates or in alphabetical order. The Recent option (clock icon) shows the latest updates at the top, while the List view organizes workflows by folders, followed alphabetically.

Search Bar #

The search bar helps you quickly locate a specific workflow or folder. Type in keywords, and you’ll find relevant workflows without the hassle of scrolling through long lists.

All Workflows List #

• Name: Identifies the workflow by name, helping you find them easily.
• Status: Shows if the workflow is in Draft or Published status.
• Total Enrolled: Shows the total number of people who are enrolled in a particular workflow.
• Active Enrolled: Indicates the total number of people who are currently actively enrolled in a particular workflow.
• Last Updated: Shows the date of the last modification to the workflow.
• Created On: Displays the original creation date of the workflow.
• Stats dropdown: Allows you to see detailed metrics about your workflows, including Delivered, Opened, Clicked, Replied, and Bounced.

Workflow Actions #

The three dots Action menu gives you action items for your workflows, including editing, opening the workflow in a new tab, moving to a folder, duplicating, and deleting.

• Edit Workflow: Access your workflow editor by clicking this option.
• Rename Workflow: Quickly rename your workflow by selecting this button.
• Open in New Tab: Click here to open the workflow in a new tab.
• Draft/Publish Workflow: Switch a Published workflow back to Draft mode or vice versa.
• Move to Folder: Click to move the workflow to a folder.
• Duplicate Workflow: This button allows you to clone the workflow.
• Copy To Sub-Account: Opens a window where you can choose the sub-account you want to add this workflow to.
• Delete Workflow: This button allows you to delete the workflow.

Bulk Actions #

Checking the box next to the workflows will allow you to move them to a folder, publish, draft, or delete them.

Folder Actions #

• Rename Folder allows you to change the name of a workflow folder. Just click the three dots next to the folder you wish to rename.
• Move to Folder lets you relocate the folder within another folder.
• Delete Folder permanently deletes the selected folder.
• Manage Permissions defines the users who should have access to the workflows contained in the folder.

Needs Review #

In this section, you will find workflows that have unresolved errors from the past 30 days.

• Workflow Name: Identifies the names of your workflows with errors.
• Last Occurred: View the date and time when the error last occurred.
• Action: After you have investigated the errors, mark them as “read” to indicate they have been reviewed.

Deleted #

Within this section, you can view and restore workflows that have been deleted within the past 30 days.

• Workflow Name shows the name assigned to the workflow before it was deleted.
• Deleted By identifies the user who deleted the workflow.
• Created On displays the date the workflow was initially created.
• Deleted On shows the date when the workflow was removed from the system.
• Action offers the option to view details of the deleted workflow or restore it to its previous state.

Smart List #

Use the Smart List feature to easily manage workflows that meet specific criteria and improve your organization.

By effectively utilizing workflows, you can automate repetitive tasks, maintain consistent communication with clients, and improve internal processes. Mastering workflows allows you to focus more on high-level strategic work, rather than getting slowed down by routine actions.

Frequently Asked Questions #

Where do I access workflows? #

Navigate to the Workflows tab inside the Automation section to view, build, and manage all of your workflows.

How do I keep my workflows organized? #

Create folders using the Create Folder button, then move related workflows into them. You can also use the search bar, advanced filters, and Smart List to find workflows quickly.

What is the difference between Total Enrolled and Active Enrolled? #

Total Enrolled is the cumulative number of people who have ever been enrolled in a workflow, while Active Enrolled is the number of people currently moving through it.

Can I build a workflow using AI? #

Yes. Click the Build using AI button to open a prompting menu where you can chat with the AI assistant and have it assemble a workflow for you.

What happens if I accidentally delete a workflow? #

Deleted workflows are kept in the Deleted section for the past 30 days, where you can view their details or restore them to their previous state.

How do I find workflows that have errors? #

Open the Needs Review section, which lists workflows with unresolved errors from the past 30 days along with when each error last occurred.

Can I duplicate or copy a workflow to another account? #

Yes. Use the three dots Action menu to duplicate a workflow within the same account, or choose Copy To Sub-Account to add it to another sub-account.