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    Understanding Workflows

    Understand the logic behind automations so you can build systems that work while you sleep.

    For: All Users
    Time: 5 minutes

    Instructions

    1

    What is a Workflow?

    A workflow is an automated sequence of events. It replaces manual work like sending a welcome email, reminding someone of an appointment, or moving a deal to a new stage.
    2

    The Trigger

    Every workflow starts with a Trigger (the "When this happens" part). For example: "When a form is submitted" or "When an appointment is booked".

    [SCREENSHOT NEEDED: Workflow trigger configuration]

    3

    The Actions

    Below the trigger are Actions (the "Do this" part). Actions can be sending an email, waiting 2 days, adding a tag, or creating a task.

    [SCREENSHOT NEEDED: Workflow actions sequence]

    4

    Publishing

    A workflow does nothing until the toggle at the top right is switched from "Draft" to "Publish".

    What Success Looks Like

    • You understand the relationship between a Trigger and an Action.
    Last updated: 10/1/2026