What Are Workflows
A workflow is a set of steps you connect together to get work done automatically. You decide what should happen, and in what order, and the workflow runs it for you every time, exactly the same way. No code required.
Think of the routine tasks your agency repeats all day: texting a new lead the moment they come in, adding them to your contacts, following up on a renewal, logging a call. A workflow does that busywork for you so your team can spend its time on the work that needs a person.
Who workflows are for
Workflows are built for everyone on your team, not just technical staff. You build them visually by placing steps on a canvas and connecting them, the same way you might sketch a process on a whiteboard. If you can describe what you want to happen step by step, you can build a workflow.
- Agency owners and operators automate the handoffs that used to rely on someone remembering to do them.
- Producers and account managers make sure every lead and client gets a fast, consistent response.
- Operations and marketing teams run outreach, follow-ups, and data cleanup without touching a spreadsheet by hand.
What you can automate
A workflow is made of steps called nodes. Each node does one job, and you chain them together to build something bigger. Here are a few things the nodes can do:
- Reach out to people. Send a text message or an email, place an outbound call, or post a message to your team.
- Manage your data. Add contacts, build contact lists, and enroll people in campaigns.
- Connect other tools. Pull and push data with the apps your agency already uses, once they are connected in the Marketplace.
- Make decisions. Branch down different paths, check conditions, and transform data so the workflow reacts to what is actually happening.
For the full menu of steps, see the Node Reference.
A simple example
Imagine a new lead, Sarah Chen, fills out a form on your site. A short workflow can welcome her without anyone lifting a finger:
- Start captures her name and phone number.
- Send SMS texts her a friendly welcome.
- Add Contact saves her in Gail so an agent can follow up.
- End finishes the run.
That is the exact workflow you will build in Build Your First Workflow.
Start small. A workflow with just a few steps can save real time, and you can always add more later.