Workflows Overview

Workflows run a sequence of steps when something happens: a message, a comment, a new tag. Build them on a visual canvas with no code.

Key Concepts

A workflow consists of:

• Trigger: the event that starts the workflow. Each workflow has one.
• Steps: what the workflow does, in order: send a message, ask a question, wait, branch, tag, call an integration.
• Branches: some steps split the flow, for example per answer, or "When paid" and "If not paid in time".
• Variables: contact details you can insert into messages, such as {contact.name} or {contact.email}.

Getting Started

Open Workflows and click New workflow. Start from a blank workflow, the "Keyword to DM Link" quick start, or a template such as AI Inbox Responder, Smart Booking Flow or AI Lead Qualifier. Your edits save as you go. When it is ready, click Publish. Simulate plays the flow on screen without messaging anyone.

Common Use Cases

Popular workflow patterns:

• Comment Auto-DM: reply to a comment publicly and send the commenter a DM with a link
• Welcome Flow: greet new contacts and follow up after a wait
• Lead Qualification: ask a few questions, tag contacts by their answers and assign hot leads to your team
• Payment Follow-up: send a Stripe payment link with the Stripe payment step, then thank the customer and tag them on the "When paid" branch
• Booking: send a Calendly link and continue when the customer books

Guardrails

On the Workflows page, Workflow guardrails apply to every workflow in the workspace: opt-out detection (on by default), rate limits, a message cooldown, business hours and duplicate prevention.