Automation Workflows – Complete Documentation

The Automation Workflow Builder is a powerful tool that allows you to create, manage, and automate email workflows based on recipient responses such as opening an email or clicking a link. You can use action events and add delays between emails to create sophisticated automation sequences.
This guide explains how to manage workflows, create folders, and understand workflow stats.

Dashboard Overview

When you open the Automation Workflows section, you will see a summary at the top:

• Total Workflows – Total number of workflows created.

• Active Workflow – The number of workflows currently running.

• Executions Completed – Total tasks successfully executed.

• Executions Delayed – Any workflows delayed due to conditions or limits.

On the left panel, you will also see the main navigation menu (Dashboard, Campaigns, Subscribers, Templates, Workflow, Settings, Get Help).

Workflow Folders

Folders help you organize multiple workflows for easy management.

Default Folders

• Home – Contains all workflows created initially.

• Trash – Deleted workflows appear here.

• Custom folders created by you (ex: “New Folder”).

Creating a New Folder

1. Go to the Folders section on the left side.

2. Click the + (plus icon) to create a new folder.

3. A popup will appear titled Create Workflow Folder.

4. Enter the folder name.

5. Click Create Folder.

This will add a new folder to your sidebar for organizing workflows.

Renaming or Deleting a Folder

1. Hover over the folder name.

2. Click the three-dot menu (⋮).

3. You will see two options:

4. • Rename

   • Delete

Rename lets you update your folder name.

Delete moves the folder and all workflows inside it to Trash.

Workflow List & Status

Under each folder, you will see the list of workflows with details:

Columns:

• Status / Created At

• Workflow Name / Trigger Type

• Reports

• Stats

Status Types:

• 🟢 Active – Workflow is currently running.

• 🔴 Inactive – Workflow is paused.
  
  

You can also search using the Search bar or filter using the Filters option.

Viewing Workflow Stats

Click the arrow under the Stats column to expand workflow performance details.

You will see:

• Completed – How many actions were successfully performed.

• Delayed – Whether any actions were postponed.

• Failed – Any actions that could not be processed.
  

This helps you monitor workflow efficiency and troubleshoot issues.

Workflow Actions

For each workflow, you can:

✔ View History

Shows the complete execution timeline of your workflow.

✔ Expand Stats

Displays completed, delayed, and failed tasks.

✔ Access the Options Menu

Click the three dots to:

• Edit workflow

• Duplicate workflow

• Move workflow to another folder

• Delete workflow

Dense View Option

At the bottom of the workflow list, you can toggle Dense View to:

• Show more workflows at once in a compact layout.

Creating a New Workflow

1. Click the "Create" button in the dialog.

2. The system will:

3. Validate the workflow name (checking for duplicates).

4. Navigate you to the workflow builder page.

5. Display a success message: "Workflow created successfully".

1. Error Handling

• Duplicate Name: If a workflow with the same name already exists, you'll see an error message: "Workflow name already exists. Please choose a different name."

• Empty Name: The workflow name field is required - you cannot create a workflow without a name.

Network Errors: If there's a connection issue, you'll see: "Failed to create workflow".