The Workflow Builder (/workflows/builder) is a visual editor for creating and editing automation workflows. Build complex multi-step automations by connecting triggers, conditions, and actions on a canvas.
The builder interface
Canvas
The main area where you build your workflow. Nodes represent triggers, conditions, and actions — connected by lines showing the flow of execution.
Node types
| Node type | Color | Purpose |
|---|
| Trigger | Green | The event that starts the workflow |
| Condition | Yellow | A branching decision point (if/else) |
| Action | Blue | Something the workflow does (send email, create task, etc.) |
| Delay | Gray | Wait a specified duration before continuing |
Building a workflow
- Start with a trigger — Every workflow begins with one trigger node (e.g., “Contact created”, “Deal stage changed”)
- Add actions — Drag action nodes from the sidebar and connect them to the trigger
- Add conditions — Insert condition nodes to branch the flow (e.g., “If contact type is Lead → send welcome email, else → skip”)
- Add delays — Insert wait periods between actions (e.g., “Wait 3 days, then send follow-up”)
- Connect nodes — Drag from one node’s output to another node’s input
Available actions
| Action | Description |
|---|
| Send email | Send from a template or custom message |
| Send SMS | Text the contact |
| Create task | Assign a task to an agent |
| Add note | Log a note on the contact’s record |
| Change pipeline stage | Move a contact or deal |
| Assign to agent | Reassign ownership |
| Add/remove tag | Modify contact tags |
| Notify agent | In-app or email notification |
| Webhook | Call an external URL |
| Run AI analysis | Trigger Winnie to analyze the contact |
Testing a workflow
Click Test to simulate the workflow with a sample contact. The builder highlights which path the test contact would take and shows what actions would fire — without actually executing them.
AI suggestions
(/workflows/suggestions)
Not sure what to automate? The Suggestions page shows AI-recommended workflows based on your usage patterns:
- “You follow up with new leads manually within 24 hours — automate this?”
- “Deals in ‘Pending’ for more than 7 days never get a check-in — add one?”
Click any suggestion to pre-populate the builder with the recommended trigger, conditions, and actions.
Start simple — a single trigger and one action. Once you’re comfortable, add conditions and delays to create sophisticated multi-step sequences.
