> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Builder

> Visual drag-and-drop editor for building automation workflows

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

1. **Start with a trigger** — Every workflow begins with one trigger node (e.g., "Contact created", "Deal stage changed")
2. **Add actions** — Drag action nodes from the sidebar and connect them to the trigger
3. **Add conditions** — Insert condition nodes to branch the flow (e.g., "If contact type is Lead → send welcome email, else → skip")
4. **Add delays** — Insert wait periods between actions (e.g., "Wait 3 days, then send follow-up")
5. **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.

<Tip>
  Start simple — a single trigger and one action. Once you're comfortable, add conditions and delays to create sophisticated multi-step sequences.
</Tip>