Builder Tab
Automation is the backbone of efficiency, and the Workflow Builder is your ultimate tool for creating seamless, automated processes. Whether you're following up on missed calls or automating customer interactions, this guide will walk you through setting up workflows step-by-step.
Workflow Name
At the top of your Workflow Builder page, you'll find the Workflow Name field. Always name your workflows in a way that reflects their purpose. For example, if the workflow sends a text message to someone who missed a call, you might name it "Missed Call Text-Back." A clear and concise name helps you identify workflows at a glance.
Actions
The workflow Builder section allows you to create automated workflows triggered by tasks. Here, deciding which action is necessary for triggering certain outcomes will heavily depend on the process or goal in mind. Once the set of automated processes to achieve the intended concern is detailed, workflows can be easily implemented with the click of a mouse.
Test Workflow
Testing ensures your workflow functions as intended before it goes live. Click the Test Workflow button at the top-right corner of the page. Select the contact you’d like to test the workflow on. Run the test to simulate how the workflow will operate in a real scenario.
📌NOTE: Testing workflows is essential for avoiding errors and ensuring smooth implementation.
Draft vs. Publish
Workflows can exist in two states: Draft or Published. Draft Mode Ideal for creating or editing workflows without activating them. Published Mode Makes your workflow live and ready to execute tasks. Toggle the button in the top-right corner of the page. The timestamp feature will log the date and time of the workflow's activation or edits.
Timestamp
Every workflow action is automatically tagged with a timestamp to track when changes were finalized. This log ensures an accurate record of updates and helps you troubleshoot any issues.
Update and Save
Once you've customized the workflow to your needs, click the Save button at the top-right corner of the page. This final step locks in all changes, ensuring your workflow is ready to use.
View
Stats View (Pie Chart Icon): After publishing your workflow, use this feature to analyze its performance. View workflow performance stats, including action data from the last 30 days or a custom date range for deeper insights. For a broader date range, click on the specific action to access more in-depth statistics.
Notes (Speech Bubble Icon): The Notes feature enables you to add quick, contextual information about your workflow. These notes serve as reminders or explanations for specific steps, ensuring clarity when revisiting or sharing workflows with team members.
Sticky Notes (Square with Sticky Corner Icon): Sticky Notes are virtual post-its that you can place directly on the workflow builder. They are used to highlight important points, provide additional context, or outline instructions for specific workflow elements.
Zoom
Need to focus on a specific part of your workflow? Use the Zoom feature to zoom in or out of the workflow map. This helps you manage complex workflows with ease.
Workflow AI
Use the Workflow AI to optimize your automation processes further. With intelligent suggestions, Workflow AI can enhance the efficiency and accuracy of your workflows, saving you even more time.
By mastering the Workflow Builder and its features, you’ll transform tedious manual processes into efficient, automated systems. Whether you're managing customer interactions, tracking sales, or enhancing team productivity, these workflows are your ticket to streamlined success.