> ## 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.

# Workflows

> No-code automation builder — trigger actions automatically based on CRM events and contact behavior

Workflows (`/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)

Toggle any workflow on or off without deleting it.

## 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](/automation/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.

## Workflow run history

Click any workflow to see a log of every time it ran — which contact triggered it, what actions were taken, and whether they succeeded.