/workflows) let you automate repetitive tasks in your CRM so you can focus on the work that actually requires you. Build automation rules once, and they run silently in the background forever.
What workflows can do
A workflow is a simple rule: When X happens → Do Y. Examples:- When a new lead is added → Send a welcome email + create a follow-up task for tomorrow
- When a deal moves to “Offer Submitted” → Send an update email to the client
- When a contact hasn’t been touched in 14 days → Create a “Follow up” task
- When a call is logged → Add a note template to the contact record
- When a deal closes → Move the client to the “Past Client” relationship stage
Workflow list
The main Workflows page shows all your active, paused, and draft automations. Each row shows:- Workflow name
- Trigger type
- Number of times it has run
- Last run date
- Status (Active / Paused / Draft)
Building a workflow
Click New Workflow to open the Workflow Builder (/workflows/builder).
1. Choose a trigger
Select what event starts the workflow:| Trigger | Description |
|---|---|
| Contact created | A new contact is added |
| Deal stage changed | A deal moves to a specific stage |
| No activity | A contact hasn’t been touched in N days |
| Call completed | A call is logged |
| Email opened | A contact opens your email |
| SMS replied | A contact texts back |
| Task completed | A specific task is checked off |
| Form submitted | A lead fill out a capture form |
| Date-based | A specific date (e.g., 30 days before close date) |
2. Add conditions (optional)
Narrow down when the workflow fires:- Only if contact type = Lead
- Only if deal value > $500,000
- Only if assigned to a specific agent
3. Add actions
Chain one or more actions together:| Action | What it does |
|---|---|
| Send email | Dispatch from a template or custom message |
| Send SMS | Text the contact |
| Create task | Assign a follow-up to an agent |
| Add note | Log an automatic note |
| Change pipeline stage | Move a deal or contact |
| Assign to agent | Reassign the contact or deal |
| Add tag | Tag the contact for filtering |
| Wait | Delay before the next action (e.g., wait 2 days, then send email) |
| Notify agent | In-app or email notification to the assigned agent |
4. Name and save
Give your workflow a clear name and click Activate to start running it immediately, or Save as Draft to review later.Visual Workflow Builder
The Workflow Builder (/workflows/builder) provides a drag-and-drop canvas for building complex multi-step automations visually. For a full walkthrough of the builder interface, node types, and testing, see Workflow Builder.
AI workflow suggestions
Not sure what to automate? Visit Workflows → Suggestions to see AI-recommended automations based on your usage patterns. Winnie analyzes your daily routines and suggests workflows that could save you time.AI Suggestions
The Suggestions tab (/workflows/suggestions) shows workflows Winnie recommends based on your patterns. Each suggestion shows why Winnie recommends it (e.g., “You manually create a follow-up task after 80% of calls — automate this”).
Click Add to My Workflows to accept a suggestion and activate it.