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By the end you’ll have a working workflow: built from a ready-made template, its email blocks pointed at the account you want them to send from, saved, and switched on.
Where
Outreach→Workflow Builder
Your role needs
Create access to Workflow Builder create-workflows. Admin and Member have it by default.
To create or change
create-workflows to add one, update-workflows to change one, on top of the permission above.
Not listed in the sidebar today; reachable from the surfaces that link to it, and by URL. If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
1

Open the builder and pick a template

Open and press New workflow.You land on an empty canvas headed “Build your pipeline on a canvas”, with a gallery of ready-made templates floating over it, split between an Outbound tab and an Inbound tab. Each card carries a name and a short breadcrumb of the steps it strings together.Outbound holds Core Outbound Sequence (the one this tutorial uses), AI Research Outreach, Email + LinkedIn and Meeting → Convert. Inbound holds Reply Handling, Hot Lead Alert, Website Visitor → Outreach and Inbound Lead Capture. See Workflow templates reference for what each one does. Below the cards, three quick-start triggers (New Lead Ready, Reply Received and Meeting Booked) drop that one trigger onto the empty canvas instead, for building something of your own from nothing.
A template leaves this gallery only when the engine cannot run one of its blocks: a block that has not shipped yet, or one that is switched off. A disconnected channel never removes a template: Email + LinkedIn still shows up with no LinkedIn account connected. What a missing connection blocks is activation, not the gallery. See Troubleshooting below.
2

Apply Core Outbound Sequence

Click the card and the canvas fills with the whole flow, already laid out and framed to fit the window.Reading down the main column: New Lead Ready starts the run and a short Wait / Delay holds the lead for a moment. The flow then steps out to the left for a three-block check (If / Else, Find Email, Verify Email), which proves the lead has an address worth sending to, looks one up if the lead has none, and ends the run through Stop / Exit if it cannot find or verify one. Back in the column, Send Email writes and sends the first touch, and a Change Lead Stage block right after it moves the lead to Contacted. From there Wait for Reply and Send Follow-up alternate three times, and one last wait ends the run if nothing ever comes back.Every one of those waits has a Replied exit, and they all land on the same AI Decision (Branch) block, which reads the reply and branches into a tailored Send Reply. The connecting lines are labeled Interested, Objection and Not interested. The objection path answers, waits again, and returns to that same decision through a Loop block capped at a fixed number of rounds, so it cannot cycle forever.
3

Choose the email account it sends from

Click Send Email, or any Send Follow-up or Send Reply block, and it opens in a panel on the right. Sender is what decides which mailbox that one block sends from. The template leaves every one of them on the automatic option, which rotates across all your connected email accounts; pick a named account instead if that block should always send from the same mailbox.With no email account connected at all, this panel shows a warning rather than an error: the workflow still saves and still turns on, and nothing sends until an account exists. See Add senders to connect one.
4

Save it

Save, at the right end of the toolbar, stays greyed out until something changes: applying a template already counts. Press it, or / . Nothing in the builder saves on its own.The status beside the name field flips from Unsaved to Saved, and a brand-new workflow gets its own URL at that moment. The name starts as Untitled workflow; the field at the left of the toolbar, just before that status, is where you rename it.
5

Turn it on

A pill in the toolbar reads Valid only when the graph has neither errors nor warnings; otherwise it counts what it found. Applied and saved with no edits, Core Outbound Sequence reads 1 warning: the checker flags any loop it finds in the graph, whether or not a Loop block bounds it, and this template’s objection path is a deliberate one. Nothing follows from that. Only errors hold Activate back (a tooltip on the disabled button says Fix errors before activating), and this template, saved with no further edits, has none.Press Activate. It saves the workflow first, then switches it on: the button becomes Deactivate, with a small dot confirming it’s live.

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What happens next

The workflow is live. From now on, each lead that becomes ready for outreach enters it on its own and starts down the blocks you just built. Open Workflows any time to see it listed as Active, with its enrollment counts filling in as leads move through it.
Follow one lead through what you just built on Enrollments and the lead journey: where it is right now, which branch it took, and why.

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Troubleshooting

Something in the graph is an error rather than a warning: a required field left empty, a block with nothing to send, or a block whose integration is not connected. Click the validation pill to open the list. Clicking an entry selects the block it belongs to, and the loop warning belongs to the graph as a whole, so its row does nothing. Warnings never block activation, only errors do. Save and Activate are also both inert if your role cannot change workflows, and say so on hover. Validate, test with AI and activate covers every kind of error and warning this checks for.
Nothing saves on its own here. The back arrow at the left of the builder’s toolbar checks first and offers Keep editing, Discard changes or Save and leave, and closing or reloading the tab raises the browser’s own warning. Leaving any other way (a sidebar link, the browser’s back button) takes the unsaved changes with it, so save before you navigate.

Workflow templates reference

Every ready-made template, what it does, and why one might be missing from your gallery.

The builder: canvas, blocks palette and inspector

Add and connect blocks by hand, and read everything the toolbar and inspector are telling you.

Validate, test with AI and activate

Every error and warning the validation pill can show, and what fixes each one.

Enrollments and the lead journey

Follow one lead through a workflow: where it is now, which branch it took and why it stopped.