A workflow watches for one event — a new lead, an overdue invoice, a missed call — and then runs a sequence of steps: send an email or text, wait, create a task, notify a teammate, check a condition, or ask an AI Yes/No question and split onto two paths.
Workflows were rebuilt for this release. Any workflow made before this update was removed, along with its run history. Recreate the ones you still need — the same triggers, steps, and templates are all here.
The workflows list
Open Workflows to see every workflow in one table: its name, Status, trigger, step count, runs and failures in the last 7 days, when it last ran, and when it was last updated.
Status meanings:
- Active — turned on. Matching events run it.
- Draft — never turned on yet.
- Paused — was active, then turned off.
- Needs setup — turned off, and something it needs isn't ready. Open it and check the Flow tab for what to fix.
Views across the top — All, Active, Drafts, Paused, and Needs attention — narrow the table to workflows in that state. Needs attention groups the ones worth a look: a workflow with something to fix before it can be activated, or one whose last run failed or that had failed runs in the last 7 days. Add a filter for Trigger, Action, Status, or Created by, or search by name, trigger, or step text.
An active workflow with unpublished changes shows Draft · not live on its page, and you put changes live with Publish. See Build a workflow.
Open a workflow's row menu (or right-click it) for Open, Rename, Duplicate, Pause/Activate, View runs, and Delete. Select several rows to activate, pause, duplicate, or delete them together.
Creating a workflow
Choose New workflow. You can:
- Describe it — type what you want in plain language and choose Draft with AI. It asks a few follow-up questions if it needs more detail. Drafting uses Tokens, and you can edit everything before the workflow goes live. The draft can use Check a condition, Wait until a date, the appointment and invoice-due triggers (such as Before an appointment and Invoice due soon), and Only send during business hours on emails and texts. If it can't tell what should start the workflow, name the trigger, for example "when a payment is overdue", and draft again.
- Pick a template, grouped by area (Leads, Invoices, Proposals, Inbox, Calendar, Tasks), with a preview before you commit. Templates include Route leads by their answers — see Route leads to teammates by their answers.
- Start blank — creates an empty Draft and opens it with the trigger step already selected.
However you start, the workflow opens on its own page, ready to build out. See Build a workflow.