Overview

Workflows help automate repeatable processes so you can streamline operations and create consistent customer experiences.

This guide covers what Workflows are, what you can do with them, and the basic steps to set up and customize a workflow to match your business.

Key features and benefits

1. Tailored onboarding by business niche

   During setup, you can select your business niche so the platform can suggest templates and examples that match common scenarios in your industry.

2. Relevant templates and pre-built workflows

   Use pre-built workflows (sometimes called “recipes”) to get started quickly with proven automation patterns.

3. Quick customization

   Edit triggers, actions, and conditions to fit your process, or build a workflow from scratch when you need something unique.

4. Guided workflow builder

   The builder uses an “If this happens → do this” structure to make it easier to map events to actions.

5. On-page tutorials and resources

   Tutorial videos and guided resources help you learn as you build.

How to use Workflows

• Select your business niche

  At the beginning of your workflow setup, choose your business niche so you see the most relevant templates and examples.

  

• Choose a pre-built recipe

  Browse suggested workflows that match typical processes in your industry.

  

  

• Customize the workflow

  Adjust triggers, actions, and conditions to create a workflow that matches your process.

  

• Launch the workflow

  Once you are ready, launch the workflow so the automation starts running.

• Monitor and refine

  Review execution history and enrollment logs, then update triggers and actions as needed.

  

Pro tips

• Start with templates if you are new to automation.