Touring the Workflows List & Folders

3 ways to start

Your starting options

Click Search at the top of your screen, type Workflows and open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. The landing page gives you three ways to begin. Click a tab to compare them.

Describe it in plain words

Tell your software what you want, and it drafts a workflow for you to edit.

If your page looks older, this option may be turned off in your settings

Copy a ready-made workflow

Pick a finished workflow and tweak it. This is a great way to see what a complete one looks like.

Good first pick if you are brand new

The blank canvas

You build every step yourself. You get full control, and you learn how each piece works.

Best when you know what you want

Stay organized

What you can do on the list page

Each row is one workflow. A little setup now saves a lot of hunting later.

🚦

Read the status

Draft means saved but not running. Published means live and working.

📁

Make folders

Click Create Folder, type a name, and save. Folders can sit inside folders.

🔎

Search and filter

Type a name in the search box, then use the filters to narrow a long list.

📊

Expand a row

Click the small arrow on a row to reveal the Stats button for that workflow.

Key terms

Definitions

Tap any term to expand it.

A set of steps your software runs for you, every time something happens.

A saved workflow that is not running yet.

A live workflow that is running for real contacts.

A drawer on the list page that holds related workflows.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Workflows, open it, and hover over the three starting options without clicking.

Create one folder named Lead Follow-Up and save it.

Expand a workflow row and find the Stats button.

⚡ Tips

Deleting a folder does not delete the workflows inside. They move up one level.
Keep folders to two or three levels deep so you can still find things.
Name every folder so you will recognize it in six months.
Filter choices can differ by account, so read them off your screen.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

What does a Draft status mean?

True or false: Deleting a folder also deletes the workflows inside it.

Which starting option gives you a blank canvas?

Click the arrow on a workflow row to reveal the ____ button.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

📁 Plan my folders

You are a tidy-minded software organizer helping me plan workflow folders in my account. My context: - [what my business does] - [the kinds of follow-up I plan to automate] - [how many people will use the account] Give me: - A folder list with short, clear names - One sentence on what goes in each folder - A simple naming pattern for workflows inside them Keep it to two levels of folders and avoid abbreviations. Finish by asking me: "Which folder names will still make sense to me in six months?"

🧭 Pick my starting option

You are a friendly software guide helping me choose how to start my first workflow. My context: - [my comfort level with software] - [the first follow-up I want to automate] - [how much time I have today] Give me: - Which start to try: AI, template, or blank canvas - Why, in two sentences - The first three things to do after I pick Choose only from Build using AI, Browse Templates, or Create Workflow. Finish by asking me: "What is the one follow-up I most want to stop doing by hand?"