Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Follow this path in your workspace
Automation → Workflows → Create Workflow
Step by step
- 01
Open Automation, then Workflows, and choose Build using AI, Browse Templates or Create Workflow from scratch.
- 02
Name the workflow for its outcome, select Add New Trigger and choose the event that should enroll a record; add optional filters to make the entry rule precise.
- 03
Review workflow settings such as re-entry, then add actions in the order they should run, including messages, record updates, assignments, waits and branches.
- 04
Use test mode with a fresh controlled contact, inspect each step and confirm stop conditions; a draft workflow will not run for live records.
- 05
Save your changes, switch from Draft to Publish, run one live test and use execution history or version history when troubleshooting later.
Small details that make this work better
- Change one section at a time when troubleshooting.
- Use internal alerts before risky or irreversible actions.
- Archive old workflows only after confirming nothing still depends on them.