Help Center

Build a workflow

Automate the repetitive. Set it up once to run forever.

Create a new workflow

Open the Workflows section from the left sidebar. Click New Workflow in the upper-right corner to open a blank canvas. Give your workflow a name; you can always change it later.

• You can duplicate an existing workflow from its options menu to start with a copy.
• Drafts are saved automatically. Your work is never lost if you close the tab.
• A workflow must be activated before it runs for real contacts.

Choose a trigger

Every workflow starts with a trigger, the event that causes the workflow to run. Click the trigger block on the canvas and choose one from the list.

• Contact created: Fires when a new contact is added to your CRM.
• Field value changes: Fires when a specific field on a record is updated.
• Form submitted: Fires when a contact submits a linked form.
• Date-based: Fires on a date stored on the contact, such as a renewal date or birthday.
• Webhook received: Fires when an external system sends a request to your workflow's unique URL.
• Manual: Fires when you enroll a contact by hand from their record.

Add action blocks

Click the + button between any two steps on the canvas, or drag a block from the left panel to add a new step.

• Send email: Send a personalised email to the enrolled contact using a template or a custom message.
• Update field: Write a value to any field on the contact, deal, or company record.
• Create task: Assign a follow-up task to a team member with a due date.
• Send Slack message: Post a message to a Slack channel via a webhook URL.
• HTTP request: Call any external API with a custom method, headers, and body.
• Find records: Search your CRM for contacts or deals matching certain conditions and store the results.
• Complete task: Mark the most recent open task for the enrolled contact as done.

Click any block to open its configuration panel on the right. Most blocks use {{placeholders}} to pull in live data. Type {{ to see what's available.

Delays & timing

Add a Delay block to pause the workflow before the next step runs. You choose the duration (minutes, hours, or days) and can layer scheduling rules on top.

• Business hours only: The next step only runs between your chosen hours (e.g. 9 AM to 5 PM). If a step is ready at 11 PM, it waits until morning.
• Skip weekends: Steps due on Saturday or Sunday automatically move to Monday.
• Timezone: Set a fixed timezone for the workflow, or follow each contact's own timezone for truly local timing.
• Wait until date: Instead of a fixed duration, wait until a date field on the contact (such as a renewal or trial-end date).

Conditions & branching

Use a Condition block to split the workflow into two paths based on a rule. Contacts that match the condition go down the Yes path; all others take the No path.

For more than two outcomes, use a Switch block. Define as many named paths as you need, each with its own conditions, plus a default path for anything that doesn't match.

• Conditions support text, number, date, and boolean fields.
• You can combine multiple rules with AND or OR logic.
• Branches can rejoin further down the canvas using a Merge block.

AI Agent

Add an AI Agent block and give it a task in plain English. The agent reads the contact's data, takes actions, and stores results automatically.

• Prompt: Describe what you want. Use {{contact.firstName}} placeholders to include real data.
• Guardrails: Control what the agent is allowed to do. Create records, update records, send emails, and web search are all off by default; turn on only what you need.
• Output variables: Store the agent's result (like a lead score) in a named variable. Reference it in downstream steps with {{variableName}}.
• Writes into: Wire the agent's output directly into a specific field of a downstream block, such as an email body.

Managing workflows

Monitor performance, debug issues, and measure what's working.

Analytics

Open any workflow and click Analytics in the top bar. You'll see how contacts have moved through the workflow over the last 30 days.

• Enrollment timeline: Daily chart of new enrollments, completions, and failures.
• Step funnel: Bar chart showing how many contacts made it past each individual step. Use this to find where contacts drop off.
• Success rate: Percentage of enrollments that completed without error.

Execution logs

Click Logs in the top bar to see a live record of every enrollment. Each row shows the contact, their current step, status, and when the workflow last ran for them.

• Click any row to open a step-by-step timeline with timestamps and outputs.
• Filter by Active, Completed, or Failed to focus on what needs attention.
• Failed steps show the exact error. No guessing about what went wrong.

Goals

Goals let you measure whether a workflow is achieving its intended outcome. Open Settings from the top bar and scroll to Workflow Goals to add one.

• Field value match: Goal is met when a field equals a specific value (e.g. status becomes customer).
• Reach a step: Goal is met when the contact arrives at a particular step.
• Complete within time: Goal is met when the workflow finishes within a set number of days.

Once a goal is set, Analytics tracks the conversion rate separately so you can see whether the workflow is working.

Troubleshooting

Most issues fall into a small set of categories. Check these first.