Workflows

Workflows & Automation

Workflows let you automate repetitive processes — from lead follow-ups to document preparation to deal stage notifications. Build automations visually with a drag-and-drop canvas, or let AI generate them from a description.

Workflows Dashboard

Navigate to Workflows from the sidebar (lightning bolt icon) to see your workflows dashboard.

Workflows dashboard showing execution stats and workflow list

The dashboard is split into two sections:

Workflow Executions (left) — real-time stats showing Total, Running, Completed, Failed, and Waiting execution counts. Filter by status and refresh to see the latest.

Workflows (right) — your saved workflows with search and status filter. Click any workflow to view its details and execution history.

Creating a Workflow

Click + New to start creating a workflow. You'll see a template gallery organized by category.

Workflow template gallery with Lead Management, Documents, Reporting, and Communications categories

Templates

Choose from pre-built templates to get started quickly:

  • New Lead Follow-Up — automatically send a personalized welcome email when a new lead enters your pipeline
  • Deal Stage Notifications — alert your team when a deal moves to a new stage
  • Stale Contact Re-engagement — reach out to contacts who haven't been active in 30+ days
  • Document Analysis — automatically analyze uploaded documents and create records
  • Signature Follow-Up — send reminders when a document is awaiting signature
  • Listing Inquiry Response — auto-respond to property inquiries with details and availability

Templates are rated by complexity (simple, moderate, advanced) so you know what to expect.

Start from Scratch

Click Start from scratch at the bottom to open a blank canvas.

The Workflow Builder

The builder is a visual drag-and-drop canvas powered by ReactFlow.

Workflow builder canvas with node toolbar and properties panel

Canvas Layout

  • Center — the workflow canvas where you drag, connect, and arrange nodes
  • Bottom toolbar — categorized node palette with all available node types
  • Right sidebar — Node Properties panel for configuring the selected node
  • Top bar — workflow name, save status, and publish controls

Node Types

Nodes are color-coded by category:

CategoryColorNodes
TriggerPurpleForm Submission, Pipeline Change, Schedule, Webhook, Manual, Document Uploaded, Signature Completed, Email Received, New Person Added, Task Overdue, Deal Deadline Approaching
AutomationBlueCreate Record, Send Email, HTTP Request, Conditional Branch, Wait/Delay, Fill Document, Create Task, Update Record, Request Signature, Send Prepared Document, For Each Loop
AI AgentGreenExtract Data, Draft Content, Research Comps, Analyze Document, AI Analyst (full CRM access)
HumanOrangeReview & Approve, Manual Input, Decision Point
UtilityGrayTransform Data, Merge Data, Log Output

Building a Workflow

  1. Start with a Trigger — every workflow begins with a trigger node that defines when it runs
  2. Add action nodes — drag nodes from the toolbar onto the canvas
  3. Connect nodes — draw edges between nodes to define the flow
  4. Configure each node — click a node to open its properties in the right sidebar
  5. Save — workflows auto-save 3 seconds after your last change, or press Cmd+S

AI Builder

Click the AI sparkle button to describe what you want in natural language. The AI will generate a complete workflow with the right triggers, actions, and connections.

Keyboard Shortcuts

  • Cmd+S — save manually
  • Cmd+Z — undo
  • Cmd+Shift+Z — redo
  • Delete — remove selected node

Execution Monitoring

Once a workflow is published and triggered, you can monitor its executions:

  • Execution timeline — step-by-step view of each run showing which nodes succeeded, failed, or are waiting
  • Dead Letter Queue (DLQ) — failed executions that need attention
  • Review Queue — executions paused at a Human node waiting for approval or input

Tips

  • Start simple — begin with a single trigger and one or two actions, then add complexity
  • Use conditional branches — route workflows differently based on deal stage, property type, or contact attributes
  • AI nodes are powerful — the AI Analyst node has full CRM access and can research, analyze, and draft content autonomously
  • Test before publishing — use the Manual trigger to test your workflow before connecting it to a live trigger