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Workflows is the list of every workflow in this workspace: each one’s status, how many enrollments it has run, and the controls to open, activate, duplicate or delete it without opening the builder.
Where
Outreach→Workflows
Your role needs
Read access to Workflows read-workflows. Admin, Member and Viewer have it by default.
To create or change
create-workflows to add one, update-workflows to change one, on top of the permission above.
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.
A workflow is something you design yourself, on a canvas: a trigger decides who enters, then blocks that send, wait, branch, enrich a lead’s record or hand off. That’s a different mechanism from an AI agent, which works continuously off its own settings rather than a canvas you build block by block. Workflows FAQ covers how the two behave when they reach the same lead. A lead entering a workflow creates one enrollment: that lead’s journey through that workflow, tracked separately from every other lead running the same one.

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The banner and the KPI strip

A banner heads the page, repeating the New workflow button that also sits above the table. Under it are three numbers: Total enrolled, Active and Completed. They add up the workflows currently loaded in the table below rather than the whole workspace, so a search or a status filter changes the numbers along with the rows underneath them. The table pages only once a workspace holds more workflows than one page fits, which is why the strip reads as a true total for most of them. Active counts an enrollment as running whether it is mid-step right now or suspended: on a timer, on an event it is waiting for, or on your sending window. Everything that has finished, failed, exited or been cancelled drops out of it.

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Finding and reading a workflow

Search workflows matches on name and applies when you press Enter, not as you type. Beside it, Filter by status narrows the table to Active, Draft or Archived, with All to clear it again. A Refresh icon forces a fresh read of the list; without it the table is served from a short-lived cache, so a change made in another tab or by someone else doesn’t always show up right away. Rows are ordered by when each workflow was last updated, newest first. Each row (1) names the workflow, with a subtitle underneath: its description, or (if you didn’t give it one) how many blocks its canvas holds. A status pill follows: Draft while it has never been turned on, or has been switched back off; Active while it is running; Archived once it is retired. Then a Blocks count, and three counters (2): the same Total enrolled, Active and Completed as the strip above, for this one workflow. Each counter is a link while it is above zero, and opens the leads list filtered to that workflow’s enrollments; a zero is plain grey text with nothing behind it. Clicking anywhere else on a row opens that workflow in the builder.

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Row actions

Up to four icons (1) sit at the right of a row. The three that write are each gated on their own permission and hidden rather than shown disabled: Activate/Deactivate needs update-workflows; Duplicate needs create-workflows (the same permission the New workflow button needs); Delete needs delete-workflows. Because the three are independent, a custom role can hold one without the others. View stats carries no permission of its own, so the default Viewer role, which has read access to Workflows and nothing more, sees that icon on its own; Workflow stats covers what it opens. Turning a workflow on from here compiles it first. If something in the canvas stops it running, nothing changes and the error names the first blocking problem instead of failing generically. Validate, test with AI and activate covers what gets checked. Switching one off sends it back to Draft, not Archived, and the toast says so. It disables the workflow’s triggers, so no new leads enter; enrollments already in flight run on to their end. Delete opens a confirmation dialog naming the workflow: nothing to type, and it can’t be undone.

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When there are no workflows yet

With nothing built and no search or status filter narrowing the list, the banner, KPI strip and table are all replaced by one invitation. No workflows yet reads the heading, with a New workflow button that opens the builder, hidden if your role can’t create one. A search or status filter that comes up empty behaves differently: the banner and the KPI strip stay, counting zero, and only the table is replaced, by No workflows match these filters and a Clear filters button that shows whatever your role.

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Where each part is explained

The builder: canvas, blocks palette and inspector

What opens when you click a row or New workflow: adding and connecting blocks, and configuring one in the inspector.

Triggers reference

Every way a lead can enter a workflow, and how each trigger’s audience filter narrows who qualifies.

Validate, test with AI and activate

What actually gets checked before Activate turns a workflow on.

Workflow stats

What View stats opens: a step funnel, conversion and average time for one workflow.

Build your first workflow from a template

Start from a ready-made flow, point it at an email account, save it and turn it on.

Enrollments and the lead journey

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

Workflows FAQ

Whether workflows replace an AI agent, and what happens when both reach the same lead.

AI Agents overview

The other outreach surface a workflow sits beside: its own list, its own KPI strip.