Your first workflow in five minutes
Automate a follow-up end to end: pick a trigger, add steps on the canvas (or let AI draft it), test safely, and publish.
A workflow is a simple promise: when this happens, do that. A new lead fills your form → wait ten minutes → send a welcome email → if they don’t reply in two days, text them. Once published, it runs every time, for every contact, without you remembering anything.
Three ways to start
Hit New workflow on the Workflows page and pick a door: Start from a template (proven recipes you tweak), Describe it (type one plain-language sentence and the AI copilot drafts the whole thing — you review before anything goes live), or Start blank.
The builder, in plain words
The canvas reads top to bottom. The first card is “When this happens…” — your trigger, shown above the canvas, changeable any time via Change trigger. Select any step and pick from the left drawer: the new step splices in right after it. Click a step to fill in its details on the right; the + field chips insert live values like the contact’s name or email so messages personalize themselves. A step wearing an amber ⚠ badge is missing something — click it and the inspector says exactly what.
Waits, ifs, and AI steps
Wait a while pauses each contact (minutes to days). If / else splits the path — green edge = yes, red = no. Ask AI reads the situation and decides, classifies, or writes copy mid-flow, and Ask a human first pauses for your approval before anything risky goes out.
Test, publish, watch
Test runs the whole flow with messages stubbed — nothing is sent, and the Runs tab shows every step with its output. Publish makes the triggers live. After that, the Runs tab tells each contact’s story in plain language (“Paused — continues tomorrow 9:00”), and Analytics totals success rates, AI cost, and goals.
Sending from your own accounts
Email steps send from your verified domain (or your own SMTP) — set up in Settings → Email identity. SMS uses your own Twilio account — Settings → SMS — so you pay carrier rates, not platform markup. Replies, opens, clicks, bounces, and inbound texts all come back as triggers you can automate on.
Safety rails you get for free
One active run per contact stops double-messaging, Stop on response ends the automation the moment a human takes over the conversation, and the Time window setting holds messages until civilized hours. All three live in the workflow’s Settings tab.