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Workflows
Multi-step automations you build once and run on a schedule, from a table, or by hand.
- What workflows are
A workflow is a saved, repeatable job you build once and run over your CRM records: a fixed sequence of steps you run by hand, on a schedule, or from a table, with every run inspectable.
- Build a workflow
Start from one of three templates or build on the canvas from scratch, then wire up steps for research, branching, loops, and CRM writes until the checklist says everything is configured.
- Triggers and schedules
A workflow has exactly one trigger: run it by hand, put it on a schedule with a plain-English preview, or filter it to matching CRM records, with page size, record caps and a rerun policy controlling every run.
- Test and monitor workflow runs
Preview a workflow with a write-free safe test, run it live once with Run now, or activate it to run on its own, then watch every run step by step and retry only what failed.
Frequently asked questions
Last updated August 25, 2026